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Vanguard Russell 1000 Value ETF

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
51
RFG Holdings
Texas
$12.5M +$819K +12,085 +7%
BWP
52
Bernardo Wealth Planning
Pennsylvania
$12.5M +$965K +14,248 +8%
PFBT
53
Parkside Financial Bank & Trust
Missouri
$11.5M +$609K +8,995 +5%
RJA
54
Raymond James & Associates
Florida
$11.3M -$2.1M -30,959 -16%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$11.1M -$12.6M -186,222 -53%
HCMT
56
Highland Capital Management (Tennessee)
Tennessee
$10.7M +$2.02M +29,869 +23%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$10.5M -$4.68M -69,034 -31%
VCA
58
Verdence Capital Advisors
Maryland
$9.27M -$24.5M -362,095 -72%
ECG
59
Edge Capital Group
Georgia
$8.55M -$630K -9,300 -7%
FTS
60
Fifth Third Securities
Ohio
$8.52M +$159K +2,354 +2%
BPA
61
Beacon Pointe Advisors
California
$8.29M +$399K +5,883 +5%
GWM
62
Geneos Wealth Management
Colorado
$8.28M -$19.6M -289,285 -70%
M&T Bank
63
M&T Bank
New York
$8.27M +$820K +12,100 +11%
CAN
64
Cetera Advisor Networks
California
$8.19M +$1.56M +23,036 +23%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$7.7M +$7.8M +115,186 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$7.7M +$1.04M +15,335 +15%
MFIMFI
67
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.48M -$291K -4,300 -4%
WHG
68
Westwood Holdings Group
Texas
$7.15M -$11.6K -171 -0.2%
FWA
69
FSM Wealth Advisors
Ohio
$6.78M +$1.36M +20,089 +25%
Brown Advisory
70
Brown Advisory
Maryland
$6.51M
BAMG
71
Brand Asset Management Group
Missouri
$6.49M +$71.3K +1,052 +1%
MCWS
72
McKinley Carter Wealth Services
West Virginia
$6.19M -$26.9M -397,064 -81%
AO
73
Advisor OS
Illinois
$6.19M -$18.8K -277 -0.3%
FHB
74
First Hawaiian Bank
Hawaii
$6.16M
VW
75
Vance Wealth
California
$6.06M +$377K +5,564 +7%