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Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
Commerce Bank
Missouri
$5.86M +$355K +5,281 +7%
BBNA
77
Bremer Bank National Association
Minnesota
$5.67M
KAS
78
Kestra Advisory Services
Texas
$5.57M +$12.5K +186 +0.2%
NA
79
NewEdge Advisors
Louisiana
$5.45M -$75.1K -1,119 -1%
VW
80
Vance Wealth
California
$5.44M -$818K -12,188 -13%
SC
81
Savant Capital
Illinois
$5.33M -$106K -1,574 -2%
Mariner
82
Mariner
Kansas
$5.14M -$85.3K -1,270 -2%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$4.98M -$6.31M -93,993 -57%
Principal Financial Group
84
Principal Financial Group
Iowa
$4.63M +$67.1K +1,000 +2%
Creative Planning
85
Creative Planning
Kansas
$4.17M +$1.23M +18,268 +43%
FIA
86
Foundations Investment Advisors
Arizona
$3.96M +$3.85M +57,283 New
CCB
87
Country Club Bank
Missouri
$3.89M +$806K +12,005 +27%
MA
88
Mutual Advisors
Nebraska
$3.82M +$572K +8,513 +18%
AO
89
Advisor OS
Illinois
$3.81M -$2.52M -37,501 -40%
OCM
90
One Capital Management
California
$3.81M
LG
91
Leuthold Group
Minnesota
$3.55M
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$157K +2,338 +5%
TDWM
93
Topel & Distasi Wealth Management
California
$3.04M
CFA
94
Cahill Financial Advisors
Minnesota
$2.94M +$43.2K +644 +2%
AWS
95
Atria Wealth Solutions
New York
$2.92M -$279K -4,151 -9%
CG
96
Corundum Group
Colorado
$2.92M -$1.56M -23,243 -36%
AL
97
Aspiriant LLC
California
$2.87M -$151K -2,256 -5%
FFP
98
FourThought Financial Partners
Florida
$2.87M +$65.7K +978 +2%
PAG
99
Private Advisor Group
New Jersey
$2.75M -$42.4K -632 -2%
HA
100
HC Advisors
Georgia
$2.67M +$470 +7 +0%