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Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
76
MRA Advisory Group
New Jersey
$6.55M -$13.4K -175 -0.2%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$6.42M +$3.55M +46,264 +123%
KAS
78
Kestra Advisory Services
Texas
$6.09M -$502K -6,540 -8%
Brown Advisory
79
Brown Advisory
Maryland
$6.04M -$70.8K -922 -1%
NA
80
NewEdge Advisors
Louisiana
$6M +$153K +1,992 +3%
WHG
81
Westwood Holdings Group
Texas
$5.72M -$320K -4,166 -5%
CCB
82
Country Club Bank
Missouri
$5.5M +$932K +12,132 +20%
BBNA
83
Bremer Bank National Association
Minnesota
$5.41M
SC
84
Savant Capital
Illinois
$5.29M -$30.3K -395 -0.6%
QCM
85
Quantinno Capital Management
New York
$5.02M +$3.61M +47,028 +253%
CIAS
86
CBIZ Investment Advisory Services
Ohio
$4.98M -$1.08K -14 -0%
CG
87
Corundum Group
Colorado
$4.91M +$1.76M +22,868 +55%
Principal Financial Group
88
Principal Financial Group
Iowa
$4.83M +$46.1K +600 +1%
CAG
89
Curtis Advisory Group
California
$4.68M -$32K -416 -0.7%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$4.61M -$642K -8,363 -12%
SA
91
Sanctuary Advisors
Indiana
$4.52M +$4.57M +59,459 New
TVAMP
92
Tennessee Valley Asset Management Partners
Tennessee
$4.45M +$2.25M +29,261 +101%
FFP
93
FourThought Financial Partners
Florida
$4.4M +$1.43M +18,604 +48%
Creative Planning
94
Creative Planning
Kansas
$4.39M -$255K -3,325 -5%
LG
95
Leuthold Group
Minnesota
$4.3M
Cerity Partners
96
Cerity Partners
New York
$4.26M -$1.27M -16,510 -23%
MA
97
Mutual Advisors
Nebraska
$4.05M +$530K +6,895 +16%
OCM
98
One Capital Management
California
$4M
SFFS
99
Stonehage Fleming Financial Services
Jersey
$3.99M +$2.79M +36,288 +230%
GRA
100
Golden Road Advisors
Florida
$3.98M +$46K +599 +1%