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Vanguard Russell 1000 Value ETF

111 hedge funds and large institutions have $1.12B invested in Vanguard Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

17% more capital invested

Capital invested by funds: $957M → $1.12B (+$163M)

6% more funds holding

Funds holding: 105111 (+6)

2.79% more ownership

Funds ownership: 122.03%124.82% (+2.8%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
17
Increased
44
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Liberty Wealth Management
California
$24K +$1.47K +28 +7%
EWM
102
Executive Wealth Management
Michigan
$22K -$11.5K -218 -35%
AIM
103
Anchor Investment Management
South Carolina
$19.7K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$18K +$27.6K +524 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$14K -$45K -854 -76%
PA
106
Parallel Advisors
California
$10K
FGAM
107
Financial Gravity Asset Management
Texas
$7K +$6.53K +124 New
ASN
108
Advisory Services Network
Georgia
$4K
BWM
109
BerganKDV Wealth Management
Minnesota
$3K +$3.05K +58 New
FRA
110
Front Row Advisors
California
$2K
DC
111
Davenport & Co
Virginia
-$5.57M -114,760 Closed
P
112
Pitcairn
Pennsylvania
-$4.09M -84,302 Closed
AFA
113
Arlington Financial Advisors
California
-$3.74M -77,032 Closed
Northern Trust
114
Northern Trust
Illinois
-$1.23M -25,400 Closed
BlackRock
115
BlackRock
New York
-$535K -11,024 Closed
Boston Partners
116
Boston Partners
Massachusetts
-$499K -10,272 Closed
JMPWA
117
JP Morgan Private Wealth Advisors
California
-$434K -8,940 Closed
TC
118
Telemus Capital
Michigan
-$432K -8,890 Closed
RC
119
RBO & Co
California
-$243K -5,000 Closed
SFC
120
SYM Financial Corp
Indiana
-$228K -4,706 Closed