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Vanguard Russell 1000 Value ETF

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
HC Advisors
Georgia
$2.57M +$156K +2,307 +6%
KeyBank National Association
102
KeyBank National Association
Ohio
$2.54M -$913K -13,477 -26%
CIG
103
Cairn Investment Group
Washington
$2.29M -$43.4K -640 -2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$2.24M
First Manhattan
105
First Manhattan
New York
$2.06M -$8.6K -127 -0.4%
TRCT
106
Tower Research Capital (TRC)
New York
$2.05M +$2.07M +30,626 +31,251%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.05M +$444K +6,547 +27%
BFS
108
Bradley Foster & Sargent
Connecticut
$2.04M +$127K +1,878 +7%
RZH
109
Relyea Zuckerberg Hanson
Connecticut
$2M +$921K +13,598 +83%
CCA
110
Childress Capital Advisors
Texas
$1.99M
WPC
111
Wedmont Private Capital
Pennsylvania
$1.96M -$42.6K -629 -2%
TVAMP
112
Tennessee Valley Asset Management Partners
Tennessee
$1.91M +$137K +2,028 +8%
Franklin Resources
113
Franklin Resources
California
$1.91M
BPWM
114
Badgley Phelps Wealth Managers
Washington
$1.83M +$25.3K +374 +1%
SS
115
Simplicity Solutions
Minnesota
$1.82M +$554K +8,172 +43%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.8M -$304K -4,493 -14%
PL
117
Plancorp LLC
Missouri
$1.79M
DADC
118
D.A. Davidson & Co
Montana
$1.79M +$5.56K +82 +0.3%
RI
119
Ridgewood Investments
New Jersey
$1.77M -$21.1K -312 -1%
AFGAS
120
Allegiance Financial Group Advisory Services
Virginia
$1.73M +$11.7K +173 +0.7%
AWM
121
AE Wealth Management
Kansas
$1.72M -$439K -6,486 -20%
Corient Private Wealth
122
Corient Private Wealth
Florida
$1.69M +$273K +4,023 +19%
MCM
123
MAI Capital Management
Ohio
$1.68M
KCM
124
Kanawha Capital Management
Virginia
$1.66M +$76.2K +1,125 +5%
Stifel Financial
125
Stifel Financial
Missouri
$1.57M -$24.7K -365 -2%