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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
MAG
101
MRA Advisory Group
New Jersey
$2.56M -$1.25M -18,680 -34%
AFO
102
Arrowroot Family Office
California
$2.43M +$2.36M +35,174 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$2.24M -$74.2K -1,105 -3%
WPC
104
Wedmont Private Capital
Pennsylvania
$2.15M +$116K +1,721 +6%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$2.1M +$2.04M +30,336 +54,171%
BFS
106
Bradley Foster & Sargent
Connecticut
$2.08M -$24.8K -370 -1%
CCA
107
Childress Capital Advisors
Texas
$2.06M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.06M +$186K +2,775 +10%
TVAMP
109
Tennessee Valley Asset Management Partners
Tennessee
$2.02M +$44K +656 +2%
First Manhattan
110
First Manhattan
New York
$2M -$121K -1,809 -6%
CIG
111
Cairn Investment Group
Washington
$1.98M -$521K -7,755 -23%
Franklin Resources
112
Franklin Resources
California
$1.98M
RI
113
Ridgewood Investments
New Jersey
$1.94M +$106K +1,573 +6%
DADC
114
D.A. Davidson & Co
Montana
$1.85M +$671 +10 +0%
WCM
115
Wealthcare Capital Management
Virginia
$1.83M +$309K +4,601 +21%
AFGAS
116
Allegiance Financial Group Advisory Services
Virginia
$1.82M +$33.9K +505 +2%
PL
117
Plancorp LLC
Missouri
$1.81M -$41.1K -612 -2%
KCM
118
Kanawha Capital Management
Virginia
$1.8M +$80.4K +1,197 +5%
MCM
119
MAI Capital Management
Ohio
$1.74M
BPWM
120
Badgley Phelps Wealth Managers
Washington
$1.72M -$173K -2,580 -9%
Stifel Financial
121
Stifel Financial
Missouri
$1.57M -$61.3K -913 -4%
AAM
122
Aureus Asset Management
Massachusetts
$1.51M
LL
123
LPWM LLC
Minnesota
$1.51M +$72.1K +1,074 +5%
ZF
124
Zhang Financial
Michigan
$1.5M +$1.48K +22 +0.1%
AWM
125
AE Wealth Management
Kansas
$1.47M -$298K -4,444 -17%