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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

364 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
58
Increased
119
Reduced
115
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
UBS Group
3
UBS Group
Switzerland
$190M
4
SAG
4
SageView Advisory Group
California
$173M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$28.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$88.8M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$10.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$521K
5
RCIM
5
Red Cedar Investment Management
Michigan
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$29.5M 406,468 +88,541 +28%
RJA
27
Raymond James & Associates
Florida
$29.5M 406,138 -12,432 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$29.4M 405,497 +27,019 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$29M 399,319 +73,139 +22%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$28.6M 394,666 +39,732 +11%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$28.6M 393,783 +393,783 New
CWM
32
Congress Wealth Management
Massachusetts
$28.2M 388,550 -2,284 -0.6%
SFA
33
Sequoia Financial Advisors
Ohio
$27.6M 380,836 +45,021 +13%
CCM
34
Condor Capital Management
New Jersey
$27.5M 378,705 -1,135 -0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$22.6M 312,059 -16,850 -5%
VCA
36
Verdence Capital Advisors
Maryland
$21.7M 298,790 +163,058 +120%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$21.4M 295,207 +295,207 New
PP
38
Pegasus Partners
Wisconsin
$21M 289,510 -93,971 -25%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$20.4M 280,753 +3,188 +1%
WPWM
40
Windward Private Wealth Management
Kansas
$20M 275,866 +17,093 +7%
CWC
41
Carolinas Wealth Consulting
North Carolina
$19.6M 269,681 +24,467 +10%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$17.9M 246,174 -461,810 -65%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$17.8M 244,776 +71,447 +41%
WDG
44
Wealth Dimensions Group
Ohio
$17.7M 244,262 +173 +0.1%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$17.4M 261,316 +19,589 +8%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$17.4M 239,214 +9,517 +4%
GRP
47
Global Retirement Partners
California
$16.9M 236,440 -23,716 -9%
EWS
48
Eagle Wealth Strategies
New Jersey
$16.7M 229,813 +229,813 New
BWP
49
Bernardo Wealth Planning
Pennsylvania
$16.4M 226,046 +26,390 +13%
NYLIM
50
New York Life Investment Management
New York
$16M 221,123 +221,123 New
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