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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
TDC
376
Thompson Davis & Co
Virginia
-$231K -3,467 Closed
SOS
377
Silver Oak Securities
Tennessee
-$225K -3,368 Closed
SCM
378
Shelton Capital Management
Colorado
-$214K -3,210 Closed
LA
379
Latitude Advisors
Florida
-$213K -3,197 Closed
NFC
380
Northeast Financial Consultants
Connecticut
-$204K -3,054 Closed
EWA
381
EP Wealth Advisors
California
-$156K -2,342 Closed
WP
382
WealthShield Partners
North Carolina
-$133K -1,988 Closed
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
-$123K -1,852 Closed
Kayne Anderson Rudnick Investment Management
384
Kayne Anderson Rudnick Investment Management
California
-$41.5K -622 Closed
SIC
385
SJS Investment Consulting
Ohio
-$18.7K -281 Closed
WT
386
Washington Trust
Rhode Island
-$14.9K -224 Closed
RAM
387
Riggs Asset Management
Pennsylvania
-$10K -150 Closed
HF
388
Halpern Financial
Virginia
-$4.2K -63 Closed
AAG
389
Armstrong Advisory Group
Massachusetts
-$3.73K -56 Closed
FRA
390
Front Row Advisors
California
-$2.93K -44 Closed
KFS
391
Kelly Financial Services
Massachusetts
-$1.69K -25 Closed
GI
392
Gradient Investments
Minnesota
-$561 -8 Closed
BNP Paribas Financial Markets
393
BNP Paribas Financial Markets
France
-$267 -4 Closed