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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

172 hedge funds and large institutions have $2.25B invested in Vanguard Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+21
Holders Change %
+13.91%
% of All Funds
3.05%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
35
Increased
72
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$95.6M
2
Bank of America
Bank of America
North Carolina
+$51.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.9M
4
MCWS
McKinley Carter Wealth Services
West Virginia
+$11.5M
5
TF
TIAA FSB
Florida
+$10.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$159M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$33.7M
3
BL
Balentine LLC
Georgia
-$18.6M
4
PPA
Parametric Portfolio Associates
Washington
-$18.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
26
Carolinas Wealth Consulting
North Carolina
$15.2M +$1.01M +16,834 +7%
WPWM
27
Windward Private Wealth Management
Kansas
$14.6M +$14.6M +243,580 New
CA
28
Cambridge Associates
Massachusetts
$13.3M – – –
MCWS
29
McKinley Carter Wealth Services
West Virginia
$11.5M +$11.5M +191,250 New
WPW
30
Waldron Private Wealth
Pennsylvania
$11.3M -$58.4K -974 -0.5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$11.1M +$811K +13,530 +8%
SL
32
Stevard LLC
Illinois
$9.76M – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$9.13M +$519K +8,668 +6%
RH
34
RFG Holdings
Texas
$8.44M +$8.44M +140,828 New
CG
35
Colony Group
Massachusetts
$7.82M +$313K +5,220 +4%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$7.21M -$278K -4,646 -4%
FTS
37
Fifth Third Securities
Ohio
$6.97M -$231K -3,854 -3%
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.96M +$101K +1,684 +1%
RJA
39
Raymond James & Associates
Florida
$5.99M +$1.93M +32,292 +48%
FHB
40
First Hawaiian Bank
Hawaii
$5.53M – – –
SS
41
Simplicity Solutions
Minnesota
$5.35M +$582K +9,706 +12%
CA
42
Cetera Advisors
Colorado
$5.15M -$1.32M -21,976 -20%
PP
43
Pegasus Partners
Wisconsin
$4.94M +$4.94M +82,514 New
KAS
44
Kestra Advisory Services
Texas
$4.8M +$337K +5,670 +8%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$4.58M +$1.47M +24,544 +47%
SFA
46
Sequoia Financial Advisors
Ohio
$4.49M +$1.64M +27,428 +58%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.49M +$2.15M +35,850 +92%
Ameriprise
48
Ameriprise
Minnesota
$4.36M +$59.6K +994 +1%
WDG
49
Wealth Dimensions Group
Ohio
$4.32M +$4.32M +72,164 New
GSIS
50
Global Strategic Investment Solutions
Arizona
$4.24M – – –
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