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Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
301
Bridges Investment Management
Nebraska
$280K -$6.08K -76 -2%
SDWMA
302
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K -$25.7K -322 -9%
MOS
303
MGO One Seven
Ohio
$275K +$264K +3,303 New
TP
304
Tranquility Partners
Tennessee
$272K -$28.4K -355 -10%
WA
305
Waverly Advisors
Alabama
$270K +$4.24K +53 +2%
WWM
306
Western Wealth Management
Colorado
$270K +$80 +1 +0%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$269K +$80.2K +1,003 +45%
SF
308
Synovus Financial
Georgia
$269K +$258K +3,228 New
WCM
309
Wealthcare Capital Management
Virginia
$256K -$38.7K -484 -14%
Northern Trust
310
Northern Trust
Illinois
$254K +$244K +3,053 New
SOS
311
Silver Oak Securities
Tennessee
$253K +$244K +3,046 New
CFG
312
Compton Financial Group
Maryland
$251K
NAM
313
NTV Asset Management
West Virginia
$250K
PFS
314
Prospera Financial Services
Texas
$247K -$63.1K -789 -21%
CFGS
315
Concourse Financial Group Securities
Alabama
$243K
GWP
316
Gen-Wealth Partners
Michigan
$236K -$11.8K -148 -5%
WFS
317
WealthGarden F.S.
California
$236K
TSW
318
Thompson Siegel & Walmsley
Virginia
$234K +$224K +2,807 New
WA
319
Wealthstream Advisors
New York
$230K +$2.24K +28 +1%
LWAM
320
Legacy Wealth Asset Management
Minnesota
$227K
WCAMG
321
Woodard & Company Asset Management Group
North Carolina
$227K
SFP
322
Sterling Financial Planning
New Jersey
$226K +$2.24K +28 +1%
GIM
323
Goelzer Investment Management
Indiana
$222K +$213K +2,663 New
JIC
324
Johnson Investment Counsel
Ohio
$219K
VPIM
325
Vanguard Personalized Indexing Management
California
$219K +$210K +2,624 New