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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

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.

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.14%
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
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$105M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$53.2M
3
SAG
3
SageView Advisory Group
California
$107M
4
GRP
4
Global Retirement Partners
California
$16M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$28.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
BL
2
Balentine LLC
Georgia
$109M
3
PFO
3
Pathstone Family Office
New Jersey
$30.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
DIA
126
Dana Investment Advisors
Wisconsin
$1.48M 22,123 -186 -0.8%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$1.48M 22,119 -2,574 -10%
WCM
128
Wealthcare Capital Management
Virginia
$1.46M 21,864 +6,048 +38%
AAM
129
Aureus Asset Management
Massachusetts
$1.46M 21,858 – –
ZF
130
Zhang Financial
Michigan
$1.44M 21,601 +761 +4%
JBA
131
Johnson Bixby & Associates
Washington
$1.42M 21,269 -3,436 -14%
LL
132
LPWM LLC
Minnesota
$1.38M 20,679 +287 +1%
BRWA
133
B. Riley Wealth Advisors
Florida
$1.32M 19,767 +206 +1%
HWM
134
HB Wealth Management
Georgia
$1.31M 19,593 – –
RJT
135
Raymond James Trust
Florida
$1.22M 18,205 -713 -4%
BSWA
136
Bromfield Sneider Wealth Advisors
Massachusetts
$1.18M 17,169 +1,162 +7%
FIM
137
Freedom Investment Management
Connecticut
$1.17M 17,502 +1,348 +8%
HIS
138
Horizon Investment Services
Indiana
$1.13M 16,957 – –
PWM
139
Perigon Wealth Management
California
$1.13M 16,854 +245 +1%
DPI
140
Diversified Portfolios Inc
Michigan
$1.12M 16,809 – –
HIP
141
HUB Investment Partners
Texas
$1.11M 16,670 +16,670 New
KPWS
142
Kestra Private Wealth Services
Texas
$1.1M 16,531 +2,850 +21%
TCA
143
Transcend Capital Advisors
New Jersey
$1.07M 15,960 +599 +4%
RMA
144
Roffman Miller Associates
Pennsylvania
$1.05M 15,744 +170 +1%
MAA
145
Mraz Amerine & Associates
California
$1.01M 15,101 -1,156 -7%
BSA
146
Braun Stacey Associates
New York
$1M 15,020 +8,710 +138%
CAM
147
Cozad Asset Management
Illinois
$996K 14,907 +220 +1%
FHA
148
First Horizon Advisors
Tennessee
$986K 14,765 +108 +0.7%
NP
149
NorthRock Partners
Minnesota
$978K 14,644 -70 -0.5%
MWM
150
Modera Wealth Management
New Jersey
$968K 14,490 – –
4 5
6
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