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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.24%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
LPL Financial
2
LPL Financial
California
$139M
3
Bank of America
3
Bank of America
North Carolina
$1.11B
4
SAG
4
SageView Advisory Group
California
$128M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$64.5M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$140K
2
AF
2
Allworth Financial
California
$15.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22.7M
4
Cerity Partners
4
Cerity Partners
New York
$6.97M
5
UBS Group
5
UBS Group
Switzerland
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
26
Pegasus Partners
Wisconsin
$29.2M 422,452 -7,285 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$26.6M 383,626 -48,105 -11%
CCM
28
Condor Capital Management
New Jersey
$26.1M 377,534 +140 +0%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$24.3M 350,997 +16,663 +5%
CA
30
Cambridge Associates
Massachusetts
$23.6M 340,536 +87,789 +35%
SFA
31
Sequoia Financial Advisors
Ohio
$23M 332,208 +62,942 +23%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$22.7M 326,739 -243,163 -43%
RJA
33
Raymond James & Associates
Florida
$22.3M 322,205 +153,797 +91%
HighTower Advisors
34
HighTower Advisors
Illinois
$22.2M 321,581 -2,645 -0.8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$22.1M 318,744 -11,243 -3%
CG
36
Colony Group
Massachusetts
$21.9M 316,757 +3,160 +1%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$20.4M 295,209 +53,705 +22%
CWC
38
Carolinas Wealth Consulting
North Carolina
$18.5M 266,922 +3,464 +1%
GRP
39
Global Retirement Partners
California
$18M 260,464 +18,718 +8%
WPWM
40
Windward Private Wealth Management
Kansas
$17.7M 255,240 -19,476 -7%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$16.8M 243,439 -10,217 -4%
WPW
42
Waldron Private Wealth
Pennsylvania
$16.4M 236,717 -12,067 -5%
WDG
43
Wealth Dimensions Group
Ohio
$16M 231,898 +3,647 +2%
AF
44
Allworth Financial
California
$15.9M 230,422 -497,248 -68%
OL
45
Optas LLC
Texas
$14.9M 215,191 +6,672 +3%
CSPAM
46
Cary Street Partners Asset Management
Virginia
$14.8M 214,559 -780 -0.4%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$14.8M 213,852 -49,201 -19%
RCIM
48
Red Cedar Investment Management
Michigan
$14.8M 213,130 -36,798 -15%
PFBT
49
Parkside Financial Bank & Trust
Missouri
$14.1M 203,809 +31,258 +18%
BWP
50
Bernardo Wealth Planning
Pennsylvania
$13.3M 191,809 +5,450 +3%
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