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Vanguard Russell 1000 Value ETF

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
126
Dana Investment Advisors
Wisconsin
$1.48M -$12.6K -186 -0.8%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$1.48M -$174K -2,574 -10%
WCM
128
Wealthcare Capital Management
Virginia
$1.46M +$410K +6,048 +38%
AAM
129
Aureus Asset Management
Massachusetts
$1.46M
ZF
130
Zhang Financial
Michigan
$1.44M +$51.6K +761 +4%
JBA
131
Johnson Bixby & Associates
Washington
$1.42M -$233K -3,436 -14%
LL
132
LPWM LLC
Minnesota
$1.38M +$19.4K +287 +1%
BRWA
133
B. Riley Wealth Advisors
Florida
$1.32M +$14K +206 +1%
HWM
134
HB Wealth Management
Georgia
$1.31M
RJT
135
Raymond James Trust
Florida
$1.22M -$48.3K -713 -4%
BSWA
136
Bromfield Sneider Wealth Advisors
Massachusetts
$1.18M +$78.7K +1,162 +7%
FIM
137
Freedom Investment Management
Connecticut
$1.17M +$91.3K +1,348 +8%
HIS
138
Horizon Investment Services
Indiana
$1.13M
PWM
139
Perigon Wealth Management
California
$1.13M +$16.6K +245 +1%
DPI
140
Diversified Portfolios Inc
Michigan
$1.12M
HIP
141
HUB Investment Partners
Texas
$1.11M +$1.13M +16,670 New
KPWS
142
Kestra Private Wealth Services
Texas
$1.1M +$193K +2,850 +21%
TCA
143
Transcend Capital Advisors
New Jersey
$1.07M +$40.6K +599 +4%
RMA
144
Roffman Miller Associates
Pennsylvania
$1.05M +$11.5K +170 +1%
MAA
145
Mraz Amerine & Associates
California
$1.01M -$78.3K -1,156 -7%
BSA
146
Braun Stacey Associates
New York
$1M +$590K +8,710 +138%
CAM
147
Cozad Asset Management
Illinois
$996K +$14.9K +220 +1%
FHA
148
First Horizon Advisors
Tennessee
$986K +$7.32K +108 +0.7%
NP
149
NorthRock Partners
Minnesota
$978K -$4.74K -70 -0.5%
MWM
150
Modera Wealth Management
New Jersey
$968K