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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

139 hedge funds and large institutions have $1.63B invested in Vanguard Russell 1000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+13
Holders Change %
+10.32%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
30
Increased
38
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$41.1M
2
TF
TIAA FSB
Florida
+$27.9M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$27.2M
4
CAM
Crestone Asset Management
Colorado
+$22.5M
5
Goldman Sachs
Goldman Sachs
New York
+$15M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$54.1M
2
PPA
Parametric Portfolio Associates
Washington
-$30.3M
3
BL
Balentine LLC
Georgia
-$29.9M
4
AF
Allworth Financial
California
-$20M
5
Bank of America
Bank of America
North Carolina
-$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
126
MilWealth Group
Wisconsin
$24K – – –
SF
127
Synovus Financial
Georgia
$23K -$7.63K -156 -25%
FHA
128
Flagship Harbor Advisors
Massachusetts
$20K – – –
MRCM
129
M&R Capital Management
New Jersey
$19K – – –
LWM
130
Liberty Wealth Management
California
$19K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
JFA
132
JNBA Financial Advisors
Minnesota
$18K +$18K +370 New
AIM
133
Anchor Investment Management
South Carolina
$18K – – –
POIA
134
Pin Oak Investment Advisors
Texas
$17K – – –
JCM
135
Jacobi Capital Management
Pennsylvania
$8K – – –
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8K +164 New
BWM
137
BerganKDV Wealth Management
Minnesota
$3K – – –
FRA
138
Front Row Advisors
California
$2K – – –
PCA
139
Providence Capital Advisors
North Carolina
$1K – – –
RWG
140
Regal Wealth Group
California
$1K +$1K +24 New
NA
141
Nottingham Advisors
New York
$261 – – –
AF
142
Allworth Financial
California
– -$20M -460,326 Closed
GIA
143
Gladstone Institutional Advisory
Florida
– -$1.77M -40,640 Closed
DC
144
Davenport & Co
Virginia
– -$712K -16,364 Closed
CHP
145
Cable Hill Partners
Oregon
– -$551K -12,656 Closed
WAP
146
Wealthcare Advisory Partners
Pennsylvania
– -$489K -11,240 Closed
TC
147
TownSquare Capital
Utah
– -$436K -9,288 Closed
AI
148
Atria Investments
North Carolina
– -$342K -7,852 Closed
PG
149
Pendal Group
Australia
– -$333K -7,620 Closed
Vanguard Group
150
Vanguard Group
Pennsylvania
– -$325K -7,472 Closed
3 4 5
6
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