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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
CSPAM
51
Cary Street Partners Asset Management
Virginia
$15.1M -$271K -4,002 -2%
WPW
52
Waldron Private Wealth
Pennsylvania
$15.1M -$332K -4,893 -2%
CAN
53
Cetera Advisor Networks
California
$14.7M +$175K +2,586 +1%
AF
54
Allworth Financial
California
$14.2M -$1.71M -25,245 -11%
SAM
55
Silvercrest Asset Management
New York
$13.6M +$6.74M +99,395 +113%
DC
56
Davenport & Co
Virginia
$11.1M +$10M +148,262 +3,080%
FHB
57
First Hawaiian Bank
Hawaii
$11.1M
FWA
58
FSM Wealth Advisors
Ohio
$10.4M +$1.57M +23,191 +19%
AWMS
59
Advocacy Wealth Management Services
Georgia
$10.2M -$47.7M -704,041 -83%
FTS
60
Fifth Third Securities
Ohio
$10.1M +$611K +9,018 +7%
M&T Bank
61
M&T Bank
New York
$8.94M +$641K +9,460 +8%
CB
62
Commerce Bank
Missouri
$8.42M +$2.27M +33,461 +41%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$8.36M +$2.51M +37,044 +47%
HCMT
64
Highland Capital Management (Tennessee)
Tennessee
$8.27M +$241K +3,555 +3%
OL
65
Optas LLC
Texas
$8.15M +$1.68M +24,782 +28%
HWP
66
Highline Wealth Partners
California
$8.04M +$7.51M +110,780 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$8M +$3.12K +46 +0%
GWM
68
Geneos Wealth Management
Colorado
$7.71M -$107K -1,584 -1%
BAMG
69
Brand Asset Management Group
Missouri
$7.59M -$156K -2,300 -2%
BPA
70
Beacon Pointe Advisors
California
$7.41M -$984K -14,520 -12%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$7.33M -$728K -10,747 -10%
Brown Advisory
72
Brown Advisory
Maryland
$7.27M +$577K +8,515 +9%
MFIMFI
73
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.24M -$211K -3,115 -3%
Mariner
74
Mariner
Kansas
$6.46M +$494K +7,282 +9%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$6.35M +$5.93M +87,481 New