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Vanguard Russell 1000 Value ETF

44 hedge funds and large institutions have $156M invested in Vanguard Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more capital invested

Capital invested by funds: $103M → $156M (+$53.2M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

22% more funds holding

Funds holding: 3644 (+8)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Berkshire Asset Management
Pennsylvania
$379K
LC
27
Lourd Capital
California
$364K +$2.14K +48 +0.6%
AIG
28
American International Group
New York
$320K +$89.9K +2,016 +40%
Ameriprise
29
Ameriprise
Minnesota
$286K +$280K +6,270 New
CAN
30
Cetera Advisor Networks
California
$263K +$256K +5,748 New
UCFA
31
United Capital Financial Advisors
Texas
$241K -$3.85M -86,422 -94%
US Bancorp
32
US Bancorp
Minnesota
$234K
V
33
Veritable
Delaware
$227K -$83.8K -1,880 -27%
PSI
34
Pinnacle Summer Investments
Virginia
$198K
MAA
35
Managed Account Advisors
New Jersey
$115K -$4.46K -100 -4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$102K
MFS
37
MSI Financial Services
Massachusetts
$69K +$67.7K +1,518 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$65K +$40.1K +900 +170%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$35K +$34.1K +764 New
Citigroup
40
Citigroup
New York
$21K
TCOV
41
Trust Company of Vermont
Vermont
$1K
TRCT
42
Tower Research Capital (TRC)
New York
$1K +$802 +18 New
GI
43
Gradient Investments
Minnesota
$1K +$1.07K +24 New
KeyBank National Association
44
KeyBank National Association
Ohio
-$233K -5,326 Closed
PTC
45
Private Trust Company
Ohio
-$32K -736 Closed
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
+$89 +2 New