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Vanguard Russell 1000 Value ETF

365 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 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$29.5M +$6M +88,541 +28%
RJA
27
Raymond James & Associates
Florida
$29.5M -$843K -12,432 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$29.4M +$1.83M +27,019 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$29M +$4.96M +73,139 +22%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$28.6M +$2.69M +39,732 +11%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$28.6M +$26.7M +393,783 New
CWM
32
Congress Wealth Management
Massachusetts
$28.2M -$155K -2,284 -0.6%
SFA
33
Sequoia Financial Advisors
Ohio
$27.6M +$3.05M +45,021 +13%
CCM
34
Condor Capital Management
New Jersey
$27.5M -$76.9K -1,135 -0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$22.6M -$1.14M -16,850 -5%
VCA
36
Verdence Capital Advisors
Maryland
$21.7M +$11.1M +163,058 +120%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$21.4M +$20M +295,207 New
PP
38
Pegasus Partners
Wisconsin
$21M -$6.37M -93,971 -25%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$20.4M +$216K +3,188 +1%
WPWM
40
Windward Private Wealth Management
Kansas
$20M +$1.16M +17,093 +7%
CWC
41
Carolinas Wealth Consulting
North Carolina
$19.6M +$1.66M +24,467 +10%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$17.9M -$31.3M -461,810 -65%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$17.8M +$4.84M +71,447 +41%
WDG
44
Wealth Dimensions Group
Ohio
$17.7M +$11.7K +173 +0.1%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$17.4M +$1.33M +19,589 +8%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$17.4M +$645K +9,517 +4%
GRP
47
Global Retirement Partners
California
$16.9M -$1.61M -23,716 -9%
EWS
48
Eagle Wealth Strategies
New Jersey
$16.7M +$15.6M +229,813 New
BWP
49
Bernardo Wealth Planning
Pennsylvania
$16.4M +$1.79M +26,390 +13%
NYLIM
50
New York Life Investment Management
New York
$16M +$15M +221,123 New