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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$3.49M +$1.06M +15,635 +48%
Renaissance Technologies
102
Renaissance Technologies
New York
$3.18M +$1.95M +28,800 +192%
CFA
103
Cahill Financial Advisors
Minnesota
$3.14M +$117K +1,722 +4%
TDWM
104
Topel & Distasi Wealth Management
California
$3.08M -$94.9K -1,400 -3%
SFFS
105
Stonehage Fleming Financial Services
Jersey
$3.02M +$1.76M +25,898 +164%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$3.02M +$74.4K +1,097 +3%
AL
107
Aspiriant LLC
California
$3.01M
KCM
108
Kanawha Capital Management
Virginia
$2.97M +$955K +14,086 +52%
MA
109
Mutual Advisors
Nebraska
$2.9M -$1.23M -18,121 -31%
ECG
110
Edge Capital Group
Georgia
$2.46M -$886K -13,064 -28%
Stifel Financial
111
Stifel Financial
Missouri
$2.35M +$712K +10,502 +48%
First Manhattan
112
First Manhattan
New York
$2.34M +$197K +2,908 +10%
BCM
113
BluePointe Capital Management
California
$2.3M +$2.15M +31,756 New
VP
114
Verum Partners
North Carolina
$2.27M -$201K -2,962 -9%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$2.21M +$214K +3,160 +12%
BFS
116
Bradley Foster & Sargent
Connecticut
$2.2M +$18.3K +270 +0.9%
WPC
117
Wedmont Private Capital
Pennsylvania
$2.15M -$67.5K -996 -3%
ZF
118
Zhang Financial
Michigan
$2.14M +$53.1K +784 +3%
FFP
119
FourThought Financial Partners
Florida
$2.13M -$3.59K -53 -0.2%
CG
120
Corundum Group
Colorado
$2.1M -$677K -9,995 -26%
HA
121
HC Advisors
Georgia
$2.08M -$665K -9,811 -25%
Franklin Resources
122
Franklin Resources
California
$2.07M
Citadel Advisors
123
Citadel Advisors
Florida
$2.04M +$1.91M +28,110 New
RI
124
Ridgewood Investments
New Jersey
$2M -$25.6K -378 -1%
NPT
125
National Philanthropic Trust
Pennsylvania
$1.99M +$1.86M +27,491 New