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Vanguard Russell 1000 Value ETF

223 hedge funds and large institutions have $4.93B invested in Vanguard Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $4.53B → $4.93B (+$399M)

3% more funds holding

Funds holding: 217223 (+6)

0.4% more ownership

Funds ownership: 76.82%77.22% (+0.4%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
27
Increased
94
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$544K +$557K +7,923 New
SW
127
SVB Wealth
Massachusetts
$527K
Citigroup
128
Citigroup
New York
$516K -$76.2K -1,083 -13%
FHA
129
First Horizon Advisors
Tennessee
$509K +$75.1K +1,067 +17%
BSW
130
Buckingham Strategic Wealth
Missouri
$505K
AAS
131
Avantax Advisory Services
Texas
$502K -$93.9K -1,335 -15%
BAM
132
Berkshire Asset Management
Pennsylvania
$502K
LA
133
Latitude Advisors
Florida
$498K +$255K +3,622 +100%
CIAS
134
CBIZ Investment Advisory Services
Ohio
$481K
WCM
135
Wealthcare Capital Management
Virginia
$474K +$118K +1,674 +32%
AA
136
Addison Advisors
Vermont
$471K -$17.6K -250 -4%
TPCW
137
TD Private Client Wealth
New York
$458K +$4.43K +63 +1%
VVP
138
Venture Visionary Partners
Ohio
$416K -$139K -1,980 -25%
WA
139
Wealth Architects
California
$411K +$421K +5,978 New
PP
140
PrairieView Partners
Minnesota
$407K
EVM
141
Eaton Vance Management
Massachusetts
$394K +$4.15K +59 +1%
LNC
142
Lincoln National Corp
Pennsylvania
$376K +$281 +4 +0.1%
CFA
143
Carroll Financial Associates
North Carolina
$375K
BPA
144
Beacon Pointe Advisors
California
$375K +$1.27K +18 +0.3%
CS
145
Comerica Securities
Michigan
$369K
KPWS
146
Kestra Private Wealth Services
Texas
$367K +$61.1K +869 +19%
GF
147
Gries Financial
Ohio
$363K
GAM
148
Gemmer Asset Management
California
$362K
NA
149
Nottingham Advisors
New York
$357K
TC
150
Telemus Capital
Michigan
$349K +$69.6K +989 +24%