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Vanguard Russell 1000 Value ETF

111 hedge funds and large institutions have $1.12B invested in Vanguard Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $957M → $1.12B (+$163M)

6% more funds holding

Funds holding: 105111 (+6)

2.79% more ownership

Funds ownership: 122.03%124.82% (+2.8%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
17
Increased
44
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
Pathstone Family Office
New Jersey
$1.05M +$749K +14,222 +274%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.03M +$1.01M +19,106 New
BRWA
53
B. Riley Wealth Advisors
Florida
$1.02M +$298K +5,670 +43%
RMA
54
Roffman Miller Associates
Pennsylvania
$990K +$3.79K +72 +0.4%
SCA
55
Stillwater Capital Advisors
Pennsylvania
$937K +$196K +3,730 +27%
HighTower Advisors
56
HighTower Advisors
Illinois
$888K -$8.53K -162 -1%
VF
57
Virtu Financial
New York
$828K -$177K -3,354 -18%
NP
58
NorthRock Partners
Minnesota
$803K +$38.4K +730 +5%
IA
59
IFP Advisors
Florida
$770K -$1.22M -23,198 -62%
CGL
60
Clarius Group LLC
Washington
$739K
CAN
61
Cetera Advisor Networks
California
$705K
IWC
62
Integrated Wealth Concepts
Massachusetts
$687K -$7.26K -138 -1%
BAMG
63
Brand Asset Management Group
Missouri
$619K
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$616K +$97K +1,842 +19%
William Blair & Company
65
William Blair & Company
Illinois
$611K
Vanguard Group
66
Vanguard Group
Pennsylvania
$428K +$53.5K +1,016 +15%
AI
67
Atria Investments
North Carolina
$409K +$398K +7,566 New
SCG
68
Sonata Capital Group
Washington
$408K
BAM
69
Berkshire Asset Management
Pennsylvania
$395K
PL
70
Plancorp LLC
Missouri
$374K +$10.7K +204 +3%
SFA
71
Sequoia Financial Advisors
Ohio
$369K -$1.34M -25,432 -79%
JP Morgan Chase
72
JP Morgan Chase
New York
$350K +$341K +6,480 New
FLA
73
Financial Life Advisors
Texas
$333K +$324K +6,164 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$306K +$9.16K +174 +3%
CM
75
Cornerstone Management
Georgia
$286K -$7.85M -149,200 -97%