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Vanguard Russell 1000 Value ETF

268 hedge funds and large institutions have $4.95B invested in Vanguard Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 17

136% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 47

20% more funds holding

Funds holding: 223268 (+45)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0% more capital invested

Capital invested by funds: $4.93B → $4.95B (+$24.4M)

6.93% less ownership

Funds ownership: 77.22%70.29% (-6.9%)

Holders
268
Holders Change
+45
Holders Change %
+20.18%
% of All Funds
4.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
111
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$827K -$12.7K -177 -2%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$815K +$3.6K +50 +0.5%
CWM
128
Collaborative Wealth Management
Florida
$785K +$766K +10,647 New
KPWS
129
Kestra Private Wealth Services
Texas
$775K +$372K +5,178 +97%
Citigroup
130
Citigroup
New York
$768K +$209K +2,906 +39%
SPC
131
Sigma Planning Corp
Michigan
$751K +$396K +5,506 +118%
YWS
132
Yarger Wealth Strategies
Ohio
$736K +$718K +9,986 New
OL
133
Optas LLC
Texas
$698K +$2.81K +39 +0.4%
FHA
134
First Horizon Advisors
Tennessee
$691K +$140K +1,953 +26%
RA
135
RFG Advisory
Alabama
$688K +$671K +9,336 New
BF
136
BOK Financial
Oklahoma
$683K -$1.8K -25 -0.3%
APA
137
American Portfolios Advisors
New York
$675K +$54.7K +761 +9%
WANY
138
Wealthspire Advisors (New York)
New York
$651K +$635K +8,833 New
BWM
139
Benchmark Wealth Management
Connecticut
$603K +$224K +3,121 +62%
TPCW
140
TD Private Client Wealth
New York
$582K +$88.1K +1,225 +18%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$570K +$556K +7,724 New
Cerity Partners
142
Cerity Partners
New York
$567K +$553K +7,686 New
PFM
143
Parsec Financial Management
North Carolina
$566K -$9.78K -136 -2%
ESB
144
Essex Savings Bank
Connecticut
$566K -$8.27K -115 -1%
SW
145
SVB Wealth
Massachusetts
$566K
QC
146
Quent Capital
New York
$549K +$536K +7,450 New
BSW
147
Buckingham Strategic Wealth
Missouri
$542K
AAS
148
Avantax Advisory Services
Texas
$541K +$2.09K +29 +0.4%
BAM
149
Berkshire Asset Management
Pennsylvania
$539K
BSWA
150
Bromfield Sneider Wealth Advisors
Massachusetts
$525K +$512K +7,119 New