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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
POIA
326
Pin Oak Investment Advisors
Texas
$28K
EWA
327
Elevate Wealth Advisory
Georgia
$27.5K +$25.7K +379 New
MCA
328
Maryland Capital Advisors
Maryland
$25.4K
MRCM
329
M&R Capital Management
New Jersey
$23.9K
PCA
330
Providence Capital Advisors
North Carolina
$23.1K +$20.5K +302 +1,888%
IIL
331
Insight Inv LLC
California
$20.8K
SS
332
Sunbelt Securities
Texas
$19.9K
KFI
333
Key Financial Inc
Pennsylvania
$16.4K
CIA
334
Cape Investment Advisory
Georgia
$15.9K
AIMA
335
Ables Iannone Moore & Associates
Georgia
$15.8K +$14.8K +218 New
Amundi
336
Amundi
France
$15.6K -$3.19K -47 -18%
PWA
337
Provenance Wealth Advisors
Florida
$15.1K +$14.1K +208 New
HWA
338
HHM Wealth Advisors
Tennessee
$14.8K
AIM
339
Anchor Investment Management
South Carolina
$14.1K
AssetMark Inc
340
AssetMark Inc
California
$13.1K -$31K -458 -72%
CFD
341
Creative Financial Designs
Indiana
$12.4K +$136 +2 +1%
FFA
342
Frazier Financial Advisors
Ohio
$11.8K +$11K +162 New
NFSG
343
Newbridge Financial Services Group
Florida
$11.7K -$8.47K -125 -44%
AAP
344
Arax Advisory Partners
Colorado
$11.2K +$10.5K +155 New
VF
345
VitalStone Financial
Texas
$9K +$1.36K +20 +19%
NC
346
NewSquare Capital
Pennsylvania
$8.12K +$7.59K +112 New
CFB
347
Cullen/Frost Bankers
Texas
$6.89K
TWD
348
True Wealth Design
Ohio
$6.82K -$3.39K -50 -35%
AF
349
Advisornet Financial
Minnesota
$5.8K +$5.42K +80 New
JWA
350
JFS Wealth Advisors
Pennsylvania
$5.73K +$5.36K +79 New