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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
SL
351
Salomon & Ludwin
Virginia
$5.2K
S
352
SignatureFD
Georgia
$5.08K
AA
353
AlphaMark Advisors
Kentucky
$5K -$542 -8 -10%
CIAS
354
Capital Investment Advisory Services
North Carolina
$4.35K
WTC
355
WhitTier Trust Company
Nevada
$4.35K
PA
356
Pineridge Advisors
Missouri
$3.63K +$3.39K +50 New
GEA
357
Glen Eagle Advisors
New Jersey
$3.28K -$4.95K -73 -62%
CSC
358
Caldwell Sutter Capital
California
$3.05K
CAL
359
Capital Analysts LLC
Pennsylvania
$3K -$68 -1 -2%
IA
360
IFP Advisors
Florida
$2.1K +$1.97K +29 New
T
361
Tidemark
California
$1.89K +$1.76K +26 New
BL
362
Balentine LLC
Georgia
$1.1K -$47.2K -696 -98%
FCAS
363
First Command Advisory Services
Texas
$725
FGAM
364
Financial Gravity Asset Management
Texas
$690 +$339 +5 +100%
PCMC
365
Private Capital Management (Colorado)
Colorado
$291 +$271 +4 New
PPWM
366
PFG Private Wealth Management
Florida
$145 -$271 -4 -67%
AO
367
Advisor OS
Illinois
-$3.67M -54,995 Closed
Jane Street
368
Jane Street
New York
-$1.25M -18,696 Closed
IDA
369
Intelligence Driven Advisers
California
-$1.01M -15,413 Closed
Vanguard Group
370
Vanguard Group
Pennsylvania
-$572K -8,586 Closed
IA
371
IFG Advisory
Georgia
-$500K -7,501 Closed
AAS
372
Ameritas Advisory Services
Nebraska
-$412K -6,200 Closed
SPC
373
Sigma Planning Corp
Michigan
-$351K -5,271 Closed
BCM
374
Brookstone Capital Management
Illinois
-$323K -4,942 Closed
ECM
375
Evergreen Capital Management
Washington
-$241K -3,610 Closed