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Vanguard Russell 1000 Value ETF

268 hedge funds and large institutions have $4.95B invested in Vanguard Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 17

136% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 47

20% more funds holding

Funds holding: 223268 (+45)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0% more capital invested

Capital invested by funds: $4.93B → $4.95B (+$24.4M)

6.93% less ownership

Funds ownership: 77.22%70.29% (-6.9%)

Holders
268
Holders Change
+45
Holders Change %
+20.18%
% of All Funds
4.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
111
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIMFI
51
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.68M
HCMT
52
Highland Capital Management (Tennessee)
Tennessee
$8.54M +$318K +4,426 +4%
WHG
53
Westwood Holdings Group
Texas
$7.86M +$52.1K +725 +0.7%
PPWM
54
PFG Private Wealth Management
Florida
$7.24M +$7.06M +98,122 New
BPWM
55
Badgley Phelps Wealth Managers
Washington
$6.83M +$6.67M +92,677 New
FHB
56
First Hawaiian Bank
Hawaii
$6.8M
BWP
57
Bernardo Wealth Planning
Pennsylvania
$6.76M +$4.99M +69,391 +312%
CA
58
Cetera Advisors
Colorado
$6.74M -$6.01M -83,577 -48%
BBNA
59
Bremer Bank National Association
Minnesota
$6.04M
KAS
60
Kestra Advisory Services
Texas
$5.96M -$168K -2,337 -3%
ELI
61
Empire Life Investments
Ontario, Canada
$5.6M +$1.43M +19,900 +35%
AWM
62
AE Wealth Management
Kansas
$5.48M +$531K +7,382 +11%
PPA
63
Parametric Portfolio Associates
Washington
$5.44M -$629M -8,745,945 -99%
SAM
64
Silvercrest Asset Management
New York
$5.38M +$126K +1,747 +2%
Mariner
65
Mariner
Kansas
$5.28M +$2.15M +29,848 +71%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$5.25M +$70.5K +980 +1%
BAMG
67
Brand Asset Management Group
Missouri
$4.84M +$364K +5,067 +8%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$4.67M +$156K +2,164 +4%
CB
69
Commerce Bank
Missouri
$4.49M +$2.59M +36,030 +145%
MML Investors Services
70
MML Investors Services
Massachusetts
$4.44M -$593K -8,248 -12%
FFC
71
Fure Financial Corporation
Minnesota
$3.8M +$20.9K +291 +0.6%
TDWM
72
Topel & Distasi Wealth Management
California
$3.78M +$3.68M +51,230 New
CIG
73
Cairn Investment Group
Washington
$3.56M +$579K +8,050 +20%
SS
74
Simplicity Solutions
Minnesota
$3.52M +$95.7K +1,330 +3%
RIM
75
Rockbridge Investment Management
New York
$3.36M -$4.03K -56 -0.1%