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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.14%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$105M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$53.2M
3
SAG
3
SageView Advisory Group
California
$107M
4
GRP
4
Global Retirement Partners
California
$16M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$28.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
BL
2
Balentine LLC
Georgia
$109M
3
PFO
3
Pathstone Family Office
New Jersey
$30.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
26
Pathstone Family Office
New Jersey
$30.9M 462,890 -483,066 -51%
Ameriprise
27
Ameriprise
Minnesota
$30.3M 453,229 +1,375 +0.3%
MML Investors Services
28
MML Investors Services
Massachusetts
$28.8M 431,731 +208,396 +93%
PP
29
Pegasus Partners
Wisconsin
$28.7M 429,737 -49,942 -10%
CCM
30
Condor Capital Management
New Jersey
$25.2M 377,394 +573 +0.2%
Cerity Partners
31
Cerity Partners
New York
$22.6M 337,822 +81,907 +32%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$22.3M 334,334 +16,739 +5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$22M 329,987 +76,252 +30%
HighTower Advisors
34
HighTower Advisors
Illinois
$21.7M 324,226 -5,872 -2%
CG
35
Colony Group
Massachusetts
$21M 313,597 +637 +0.2%
WPWM
36
Windward Private Wealth Management
Kansas
$18.4M 274,716 -1,719 -0.6%
SFA
37
Sequoia Financial Advisors
Ohio
$18M 269,266 +4,200 +2%
CWC
38
Carolinas Wealth Consulting
North Carolina
$17.6M 263,458 +1,794 +0.7%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$17.6M 263,053 -68,521 -21%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$16.9M 253,656 -7,660 -3%
CA
41
Cambridge Associates
Massachusetts
$16.9M 252,747 -10,079 -4%
RCIM
42
Red Cedar Investment Management
Michigan
$16.7M 249,928 -195,493 -44%
WPW
43
Waldron Private Wealth
Pennsylvania
$16.6M 248,784 +74,646 +43%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$16.1M 241,504 -21,987 -8%
GRP
45
Global Retirement Partners
California
$16M 241,746 +241,746 New
WDG
46
Wealth Dimensions Group
Ohio
$15.2M 228,251 +11,052 +5%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$14.4M 215,339 +7,820 +4%
OL
48
Optas LLC
Texas
$13.9M 208,519 +189,415 +991%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$13.7M 205,591 -14,187 -6%
Vanguard Group
50
Vanguard Group
Pennsylvania
$13.5M 202,297 +202,297 New
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