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Vanguard Russell 1000 Value ETF

268 hedge funds and large institutions have $4.95B invested in Vanguard Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 17

136% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 47

20% more funds holding

Funds holding: 223268 (+45)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0% more capital invested

Capital invested by funds: $4.93B → $4.95B (+$24.4M)

6.93% less ownership

Funds ownership: 77.22%70.29% (-6.9%)

Holders
268
Holders Change
+45
Holders Change %
+20.18%
% of All Funds
4.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
111
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$3.08M +$160K +2,218 +6%
KeyBank National Association
77
KeyBank National Association
Ohio
$2.91M -$43K -598 -1%
Osaic Holdings
78
Osaic Holdings
Arizona
$2.87M -$107K -1,486 -4%
WPC
79
Wedmont Private Capital
Pennsylvania
$2.53M +$2.44M +33,974 New
1WM
80
1900 Wealth Management
Texas
$2.26M -$953K -13,248 -30%
CCA
81
Childress Capital Advisors
Texas
$2.2M
MFT
82
Moisand Fitzgerald Tamayo
Florida
$2.18M +$1.32M +18,292 +162%
PAG
83
Private Advisor Group
New Jersey
$2.17M -$1.09M -15,165 -34%
RI
84
Ridgewood Investments
New Jersey
$2.15M +$29.8K +414 +1%
CFA
85
Cahill Financial Advisors
Minnesota
$2.05M +$612K +8,515 +44%
PL
86
Plancorp LLC
Missouri
$2.05M -$10.4K -144 -0.5%
Franklin Resources
87
Franklin Resources
California
$2.04M
HA
88
HC Advisors
Georgia
$2.02M +$9.49K +132 +0.5%
CG
89
Corundum Group
Colorado
$1.99M +$219K +3,047 +13%
Creative Planning
90
Creative Planning
Kansas
$1.8M +$74.9K +1,042 +4%
DADC
91
D.A. Davidson & Co
Montana
$1.77M -$11.4K -158 -0.7%
BRWA
92
B. Riley Wealth Advisors
Florida
$1.68M +$67.5K +939 +4%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$1.65M +$1.61M +22,370 New
AAM
94
Aureus Asset Management
Massachusetts
$1.61M
LL
95
LPWM LLC
Minnesota
$1.61M +$148K +2,051 +10%
SMA
96
Sage Mountain Advisors
Georgia
$1.56M +$1.52M +21,152 New
V
97
Veritable
Delaware
$1.54M +$309K +4,290 +26%
First Manhattan
98
First Manhattan
New York
$1.53M +$442K +6,145 +42%
MAA
99
Mraz Amerine & Associates
California
$1.43M -$205K -2,851 -13%
ZF
100
Zhang Financial
Michigan
$1.31M +$4.89K +68 +0.4%