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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.3B invested in Vanguard Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 76 reducing their positions, and 24 closing their positions.

Holders
309
Holders Change
+29
Holders Change %
+10.36%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.42%
New
60
Increased
119
Reduced
76
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
1
SageView Advisory Group
California
$74.6M
2
PFO
2
Pathstone Family Office
New Jersey
$66.9M
3
UBS Group
3
UBS Group
Switzerland
$148M
4
Morgan Stanley
4
Morgan Stanley
New York
$222M
5
VCA
5
Verdence Capital Advisors
Maryland
$33.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
RA
2
RFG Advisory
Alabama
$481K
3
NYLIM
3
New York Life Investment Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$36.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
126
Kanawha Capital Management
Virginia
$1.58M 23,704 +6,594 +39%
DIA
127
Dana Investment Advisors
Wisconsin
$1.49M 22,309 +526 +2%
AAM
128
Aureus Asset Management
Massachusetts
$1.46M 21,858 – –
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.42M 21,293 +21,293 New
LL
130
LPWM LLC
Minnesota
$1.39M 20,392 -570 -3%
ZF
131
Zhang Financial
Michigan
$1.39M 20,840 +53 +0.3%
HWM
132
HB Wealth Management
Georgia
$1.3M 19,593 +19,593 New
BRWA
133
B. Riley Wealth Advisors
Florida
$1.3M 19,561 -414 -2%
AI
134
Atria Investments
North Carolina
$1.29M 19,438 -2,049 -10%
OL
135
Optas LLC
Texas
$1.27M 19,104 +10,168 +114%
SS
136
Simplicity Solutions
Minnesota
$1.27M 19,102 -4,767 -20%
RJT
137
Raymond James Trust
Florida
$1.26M 18,918 +270 +1%
OC
138
Oppenheimer & Co
New York
$1.15M 17,210 +3,124 +22%
HIS
139
Horizon Investment Services
Indiana
$1.13M 16,957 +16,957 New
DPI
140
Diversified Portfolios Inc
Michigan
$1.12M 16,809 – –
PWM
141
Perigon Wealth Management
California
$1.11M 16,609 +12,513 +305%
RZH
142
Relyea Zuckerberg Hanson
Connecticut
$1.09M 16,397 +16,397 New
MAA
143
Mraz Amerine & Associates
California
$1.08M 16,257 -302 -2%
FIM
144
Freedom Investment Management
Connecticut
$1.08M 16,154 -667 -4%
BSWA
145
Bromfield Sneider Wealth Advisors
Massachusetts
$1.07M 16,007 +109 +0.7%
Renaissance Technologies
146
Renaissance Technologies
New York
$1.07M 16,000 -500 -3%
WCM
147
Wealthcare Capital Management
Virginia
$1.05M 15,816 +674 +4%
WANY
148
Wealthspire Advisors (New York)
New York
$1.05M 15,807 -3,079 -16%
RMA
149
Roffman Miller Associates
Pennsylvania
$1.04M 15,574 +174 +1%
TCA
150
Transcend Capital Advisors
New Jersey
$1.02M 15,361 +230 +2%
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