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Vanguard Russell 1000 Value ETF

111 hedge funds and large institutions have $1.23B invested in Vanguard Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
43
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
76
First Horizon Advisors
Tennessee
$266K
LC
77
Lourd Capital
California
$266K +$1.34K +24 +0.5%
LNC
78
Lincoln National Corp
Pennsylvania
$261K
IP
79
Investment Partners
Ohio
$256K +$1.45K +26 +0.6%
DWM
80
Doyle Wealth Management
Florida
$246K -$6.48K -116 -3%
PFO
81
Pathstone Family Office
New Jersey
$241K -$838K -15,072 -78%
US Bancorp
82
US Bancorp
Minnesota
$236K
FNT
83
First National Trust
Pennsylvania
$232K -$27.8K -500 -11%
NAM
84
NTV Asset Management
West Virginia
$215K
DADC
85
D.A. Davidson & Co
Montana
$207K +$207K +3,718 New
CA
86
Calton & Associates
Florida
$205K -$57.4K -1,030 -22%
SWP
87
Stratos Wealth Partners
Ohio
$203K +$203K +3,630 New
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$200K +$200K +3,586 New
APA
89
American Portfolios Advisors
New York
$198K +$1.12K +20 +0.6%
First Manhattan
90
First Manhattan
New York
$195K
SQA
91
Simon Quick Advisors
New Jersey
$164K +$893 +16 +0.5%
CFGS
92
Concourse Financial Group Securities
Alabama
$164K -$3.57K -64 -2%
Citigroup
93
Citigroup
New York
$100K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$48K -$1.01K -18 -2%
MAM
95
Marquette Asset Management
Minnesota
$41K
MRCM
96
M&R Capital Management
New Jersey
$30K
MG
97
MilWealth Group
Wisconsin
$27.1K
LWM
98
Liberty Wealth Management
California
$25K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$24K +$9.06K +160 +61%
EWM
100
Executive Wealth Management
Michigan
$23K +$113 +2 +0.5%