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Vanguard Russell 1000 Value ETF

223 hedge funds and large institutions have $4.93B invested in Vanguard Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $4.53B → $4.93B (+$399M)

3% more funds holding

Funds holding: 217223 (+6)

0.4% more ownership

Funds ownership: 76.82%77.22% (+0.4%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
27
Increased
94
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$28.6M -$808K -11,489 -3%
HAFS
27
Hapanowicz & Associates Financial Services
Pennsylvania
$27.9M +$467K +6,642 +2%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$25.1M -$33M -469,109 -66%
CCM
29
Condor Capital Management
New Jersey
$24.8M +$562K +7,995 +2%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$21.2M +$1.67M +23,697 +8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$20.2M +$1.68M +23,936 +9%
CG
32
Colony Group
Massachusetts
$19.8M -$77.6K -1,103 -0.4%
WPWM
33
Windward Private Wealth Management
Kansas
$19.3M +$1.42M +20,177 +8%
FSWA
34
Financial Synergies Wealth Advisors
Texas
$18M -$962K -13,675 -5%
CWC
35
Carolinas Wealth Consulting
North Carolina
$15M -$3M -42,612 -16%
HighTower Advisors
36
HighTower Advisors
Illinois
$14.5M +$1.63M +23,108 +12%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.4M -$86K -1,223 -0.6%
WPW
38
Waldron Private Wealth
Pennsylvania
$13M -$102K -1,455 -0.8%
CA
39
Cetera Advisors
Colorado
$12M +$6.16M +87,618 +100%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$11.2M +$4.55M +64,651 +66%
JPG
41
Jordan Park Group
California
$11.2M +$11.5M +162,982 New
CA
42
Cambridge Associates
Massachusetts
$11.1M
CCC
43
Crescent Capital Consulting
Louisiana
$10.7M +$24.7K +351 +0.2%
AWMS
44
Advocacy Wealth Management Services
Georgia
$10.3M +$2.15M +30,619 +26%
VCA
45
Verdence Capital Advisors
Maryland
$10M -$68.2K -969 -0.7%
WDG
46
Wealth Dimensions Group
Ohio
$9.6M +$932K +13,254 +10%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$9.5M -$12.4M -175,979 -56%
AWE
48
Avidian Wealth Enterprises
Texas
$9.18M -$11.6M -164,493 -55%
RH
49
RFG Holdings
Texas
$9.12M -$2.84M -40,379 -23%
JP Morgan Chase
50
JP Morgan Chase
New York
$8.92M +$410K +5,828 +5%