We are live on ! Find out more
VONV icon

Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$15.9M +$234K +3,044 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$15.5M -$4.78M -62,195 -24%
M&T Bank
53
M&T Bank
New York
$13.8M +$2.5M +32,564 +22%
AF
54
Allworth Financial
California
$13.8M -$1.01M -13,137 -7%
WPW
55
Waldron Private Wealth
Pennsylvania
$13.4M -$39.9K -519 -0.3%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$12.6M +$1.68M +21,810 +15%
FWA
57
FSM Wealth Advisors
Ohio
$12.4M +$153K +1,990 +1%
HWP
58
Highline Wealth Partners
California
$12.2M +$310K +4,034 +3%
CB
59
Commerce Bank
Missouri
$12.2M +$142K +1,850 +1%
FHB
60
First Hawaiian Bank
Hawaii
$11.7M
VCA
61
Verdence Capital Advisors
Maryland
$11.5M +$107K +1,389 +0.9%
Mariner
62
Mariner
Kansas
$10.7M -$279K -3,626 -3%
FTS
63
Fifth Third Securities
Ohio
$10.6M -$6.15K -80 -0.1%
SAM
64
Silvercrest Asset Management
New York
$10.5M +$2.73M +35,508 +35%
HC
65
Hillman Company
Pennsylvania
$10.1M
OL
66
Optas LLC
Texas
$8.82M +$60.5K +787 +0.7%
HCMT
67
Highland Capital Management (Tennessee)
Tennessee
$8.58M -$30.9K -402 -0.4%
GWM
68
Geneos Wealth Management
Colorado
$8.25M +$111K +1,448 +1%
BAMG
69
Brand Asset Management Group
Missouri
$8.23M +$230K +2,992 +3%
VW
70
Vance Wealth
California
$7.44M +$708K +9,218 +10%
AFO
71
Arrowroot Family Office
California
$7.4M +$528K +6,871 +8%
KV
72
Kickstand Ventures
New York
$7.36M -$1.91M -24,901 -21%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$7.29M +$1.92K +25 +0%
MFIMFI
74
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.2M -$250K -3,255 -3%
PAG
75
Private Advisor Group
New Jersey
$6.8M +$892K +11,611 +15%