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Vanguard Russell 1000 Value ETF

223 hedge funds and large institutions have $4.93B invested in Vanguard Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $4.53B → $4.93B (+$399M)

3% more funds holding

Funds holding: 217223 (+6)

0.4% more ownership

Funds ownership: 76.82%77.22% (+0.4%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
27
Increased
94
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Childress Capital Advisors
Texas
$2.05M +$2.1M +29,800 New
RI
77
Ridgewood Investments
New Jersey
$1.97M +$41.9K +596 +2%
SFA
78
Sequoia Financial Advisors
Ohio
$1.93M -$7.4M -105,135 -79%
PL
79
Plancorp LLC
Missouri
$1.92M
Franklin Resources
80
Franklin Resources
California
$1.9M +$12.4K +176 +0.6%
HA
81
HC Advisors
Georgia
$1.88M
CB
82
Commerce Bank
Missouri
$1.71M +$498K +7,080 +40%
DADC
83
D.A. Davidson & Co
Montana
$1.66M +$25.6K +364 +2%
CG
84
Corundum Group
Colorado
$1.65M +$97.8K +1,390 +6%
Creative Planning
85
Creative Planning
Kansas
$1.61M -$227K -3,225 -12%
BWP
86
Bernardo Wealth Planning
Pennsylvania
$1.53M +$853K +12,131 +120%
MAA
87
Mraz Amerine & Associates
California
$1.53M +$211 +3 +0%
AAM
88
Aureus Asset Management
Massachusetts
$1.5M
BRWA
89
B. Riley Wealth Advisors
Florida
$1.5M +$169K +2,406 +12%
LL
90
LPWM LLC
Minnesota
$1.37M
TRCT
91
Tower Research Capital (TRC)
New York
$1.37M +$91.6K +1,302 +7%
CFA
92
Cahill Financial Advisors
Minnesota
$1.33M +$787K +11,191 +137%
CAN
93
Cetera Advisor Networks
California
$1.28M -$602K -8,554 -32%
ZF
94
Zhang Financial
Michigan
$1.22M +$1.13K +16 +0.1%
MW
95
Marcum Wealth
Ohio
$1.17M +$1.2M +17,076 New
DPI
96
Diversified Portfolios Inc
Michigan
$1.15M -$24.8K -353 -2%
FIM
97
Freedom Investment Management
Connecticut
$1.14M -$24.6K -349 -2%
V
98
Veritable
Delaware
$1.14M +$1.16M +16,550 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$1.09M -$12.2K -174 -1%
NP
100
NorthRock Partners
Minnesota
$1.05M +$2.25K +32 +0.2%