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Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$39.2M +$2.38M +29,717 +7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$37.4M +$1.53M +19,077 +4%
SFA
28
Sequoia Financial Advisors
Ohio
$36.7M +$1.7M +21,307 +5%
JP Morgan Chase
29
JP Morgan Chase
New York
$36M +$4.07M +50,950 +13%
Comerica Bank
30
Comerica Bank
Texas
$34.9M -$1.57M -19,624 -4%
HighTower Advisors
31
HighTower Advisors
Illinois
$34.8M +$216K +2,699 +0.7%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$32M +$879K +10,997 +3%
CCM
33
Condor Capital Management
New Jersey
$31.9M -$214K -2,672 -0.7%
PFBT
34
Parkside Financial Bank & Trust
Missouri
$26.3M +$4.5M +56,331 +22%
CWM
35
Congress Wealth Management
Massachusetts
$26.2M -$5.67M -70,940 -18%
BWP
36
Bernardo Wealth Planning
Pennsylvania
$26M +$3.58M +44,729 +17%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$25.9M +$114K +1,428 +0.5%
WPWM
38
Windward Private Wealth Management
Kansas
$23.7M +$479K +5,989 +2%
CWC
39
Carolinas Wealth Consulting
North Carolina
$23.4M +$604K +7,560 +3%
CA
40
Clearstead Advisors
Ohio
$23.3M +$5.38M +67,333 +32%
WDG
41
Wealth Dimensions Group
Ohio
$23M +$1.64M +20,509 +8%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$22.8M -$615K -7,693 -3%
GRP
43
Global Retirement Partners
California
$21.6M -$176K -2,206 -0.8%
PP
44
Pegasus Partners
Wisconsin
$21.5M -$883K -11,043 -4%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$21.1M +$491K +6,140 +2%
FSWA
46
Financial Synergies Wealth Advisors
Texas
$19M +$8.23K +103 +0%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$17.7M +$167K +2,086 +1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$17M -$342K -4,281 -2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$16.9M +$99.8K +1,249 +0.6%
BPA
50
Beacon Pointe Advisors
California
$16.7M -$630K -7,885 -4%