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Vanguard Russell 1000 Value ETF

365 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
276
Strategic Financial Services
New York
$276K
TW
277
TritonPoint Wealth
Maryland
$269K +$251K +3,705 New
Northern Trust
278
Northern Trust
Illinois
$268K +$251K +3,701 New
UCMOK
279
United Capital Management of KS
Kansas
$268K +$250K +3,695 New
SMWM
280
Silvia McColl Wealth Management
California
$263K
TP
281
Tranquility Partners
Tennessee
$262K -$74.2K -1,094 -23%
DWT
282
Dorsey & Whitney Trust
South Dakota
$262K
D.E. Shaw & Co
283
D.E. Shaw & Co
New York
$261K +$244K +3,600 New
FAIM
284
Financial Advocates Investment Management
Washington
$243K -$203 -3 -0.1%
WA
285
Waverly Advisors
Alabama
$231K
HW
286
Hancock Whitney
Mississippi
$228K +$213K +3,143 New
CFG
287
Compton Financial Group
Maryland
$219K
IWC
288
Integrated Wealth Concepts
Massachusetts
$218K -$92.9K -1,371 -31%
NAM
289
NTV Asset Management
West Virginia
$218K +$203K +3,000 New
EWM
290
Empirical Wealth Management
Washington
$217K -$31.2K -461 -13%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$205K -$5.76K -85 -3%
HI
292
Harbour Investments
Wisconsin
$189K
LB
293
Legacy Bridge
Iowa
$164K
William Blair & Company
294
William Blair & Company
Illinois
$151K -$24.4K -360 -15%
TSW
295
Thompson Siegel & Walmsley
Virginia
$147K
FCA
296
FinTrust Capital Advisors
South Carolina
$144K
AA
297
Ancora Advisors
Ohio
$136K
BlackRock
298
BlackRock
New York
$129K +$83.7K +1,235 +225%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$119K +$112K +1,646 New
GC
300
Garde Capital
Washington
$107K +$100K +1,478 New