We are live on ! Find out more
VONV icon

Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$16.5M +$2.73M +34,148 +21%
CB
52
Commerce Bank
Missouri
$16.2M +$2.77M +34,606 +22%
M&T Bank
53
M&T Bank
New York
$15.7M +$657K +8,218 +5%
Osaic Holdings
54
Osaic Holdings
Arizona
$15.7M -$6.41M -80,123 -30%
FWA
55
FSM Wealth Advisors
Ohio
$14.3M +$790K +9,882 +6%
NYLIM
56
New York Life Investment Management
New York
$14.3M -$3.93M -49,098 -22%
AF
57
Allworth Financial
California
$14M -$506K -6,325 -4%
WPW
58
Waldron Private Wealth
Pennsylvania
$13.8M -$657K -8,217 -5%
HWP
59
Highline Wealth Partners
California
$13.3M -$34.1K -427 -0.3%
FHB
60
First Hawaiian Bank
Hawaii
$12.7M
VCA
61
Verdence Capital Advisors
Maryland
$12.6M +$114K +1,422 +1%
Mariner
62
Mariner
Kansas
$11.5M -$145K -1,819 -1%
SAM
63
Silvercrest Asset Management
New York
$11.5M +$70.5K +882 +0.6%
FTS
64
Fifth Third Securities
Ohio
$11M -$469K -5,861 -4%
HC
65
Hillman Company
Pennsylvania
$11M
OL
66
Optas LLC
Texas
$9.8M +$186K +2,325 +2%
DRS
67
Deane Retirement Strategies
Louisiana
$9.65M +$9.23M +115,422 +33,848%
HCMT
68
Highland Capital Management (Tennessee)
Tennessee
$9.39M +$49.2K +615 +0.5%
KV
69
Kickstand Ventures
New York
$9.06M +$1.01M +12,680 +13%
AFO
70
Arrowroot Family Office
California
$9.04M +$946K +11,829 +12%
VW
71
Vance Wealth
California
$8.95M +$822K +10,279 +11%
BAMG
72
Brand Asset Management Group
Missouri
$8.66M -$283K -3,545 -3%
GWM
73
Geneos Wealth Management
Colorado
$8.35M -$604K -7,554 -7%
PAG
74
Private Advisor Group
New Jersey
$8.14M +$713K +8,924 +10%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$7.85M -$2K -25 -0%