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Vanguard Russell 1000 Value ETF

365 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
76
Arrowroot Family Office
California
$6.17M -$370K -5,453 -6%
WHG
77
Westwood Holdings Group
Texas
$6.12M -$1.29M -19,001 -18%
MAG
78
MRA Advisory Group
New Jersey
$6M +$2.82M +41,662 +102%
VW
79
Vance Wealth
California
$5.98M -$348K -5,127 -6%
KAS
80
Kestra Advisory Services
Texas
$5.88M +$113K +1,671 +2%
Cerity Partners
81
Cerity Partners
New York
$5.58M +$248K +3,660 +5%
RCIM
82
Red Cedar Investment Management
Michigan
$5.51M -$8.45M -124,641 -62%
NA
83
NewEdge Advisors
Louisiana
$5.3M -$493K -7,273 -9%
PAG
84
Private Advisor Group
New Jersey
$5.19M +$1.99M +29,407 +70%
BBNA
85
Bremer Bank National Association
Minnesota
$5.13M -$265K -3,905 -5%
SC
86
Savant Capital
Illinois
$5.09M -$312K -4,603 -6%
CIAS
87
CBIZ Investment Advisory Services
Ohio
$4.84M +$2.98K +44 +0.1%
Principal Financial Group
88
Principal Financial Group
Iowa
$4.54M -$237K -3,500 -5%
CAG
89
Curtis Advisory Group
California
$4.45M +$4.16M +61,403 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$4.41M -$3.43M -50,529 -45%
Creative Planning
91
Creative Planning
Kansas
$4.33M -$180K -2,654 -4%
TVAMP
92
Tennessee Valley Asset Management Partners
Tennessee
$4.23M +$1.76M +25,963 +80%
CCB
93
Country Club Bank
Missouri
$4.18M +$380K +5,613 +11%
LG
94
Leuthold Group
Minnesota
$4.07M +$327K +4,823 +9%
HC
95
Hillman Company
Pennsylvania
$4.03M
BBA
96
Braun-Bostich & Associates
Pennsylvania
$3.94M -$50.2K -741 -1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$3.83M +$152K +2,238 +4%
OCM
98
One Capital Management
California
$3.79M +$37.6K +555 +1%
SAM
99
Smartleaf Asset Management
Massachusetts
$3.78M +$3.52M +51,874 New
GRA
100
Golden Road Advisors
Florida
$3.65M +$3.41M +50,277 New