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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
APP
101
Avantax Planning Partners
Iowa
$3.84M
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$3.46M +$161K +2,091 +5%
MIM
103
Macroview Investment Management
Maryland
$3.41M +$1.55M +20,179 +83%
FHA
104
First Horizon Advisors
Tennessee
$3.29M +$1.18M +15,418 +56%
KCM
105
Kanawha Capital Management
Virginia
$3.21M +$35.6K +464 +1%
AL
106
Aspiriant LLC
California
$3.17M -$9.99K -130 -0.3%
SAM
107
Smartleaf Asset Management
Massachusetts
$2.95M -$1.13M -14,718 -28%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$2.95M -$960K -12,493 -25%
CFA
109
Cahill Financial Advisors
Minnesota
$2.95M -$218K -2,841 -7%
D
110
Diversified
Delaware
$2.91M +$2.92M +37,984 New
Franklin Resources
111
Franklin Resources
California
$2.88M +$672K +8,750 +30%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$2.78M +$262K +3,404 +10%
TDWM
113
Topel & Distasi Wealth Management
California
$2.72M
TPCW
114
TD Private Client Wealth
New York
$2.67M +$366K +4,766 +16%
MWM
115
Modera Wealth Management
New Jersey
$2.63M +$1.56M +20,346 +146%
First Manhattan
116
First Manhattan
New York
$2.61M +$59.2K +771 +2%
BCM
117
BluePointe Capital Management
California
$2.54M -$30.3K -394 -1%
ZF
118
Zhang Financial
Michigan
$2.48M -$39.6K -515 -2%
HWM
119
HB Wealth Management
Georgia
$2.26M +$478K +6,221 +27%
Stifel Financial
120
Stifel Financial
Missouri
$2.25M +$89.7K +1,167 +4%
Corient Private Wealth
121
Corient Private Wealth
Florida
$2.22M +$390K +5,075 +21%
WPC
122
Wedmont Private Capital
Pennsylvania
$2.21M -$81.6K -1,062 -4%
CIG
123
Cairn Investment Group
Washington
$2.2M -$74.5K -970 -3%
BFS
124
Bradley Foster & Sargent
Connecticut
$2.15M -$202K -2,623 -9%
ELI
125
Empire Life Investments
Ontario, Canada
$2.12M +$61.5K +800 +3%