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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.24%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
LPL Financial
2
LPL Financial
California
$139M
3
Bank of America
3
Bank of America
North Carolina
$1.11B
4
SAG
4
SageView Advisory Group
California
$128M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$64.5M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$140K
2
AF
2
Allworth Financial
California
$15.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22.7M
4
Cerity Partners
4
Cerity Partners
New York
$6.97M
5
UBS Group
5
UBS Group
Switzerland
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.44M 20,739 -4,577 -18%
MWM
127
Modera Wealth Management
New Jersey
$1.43M 20,691 +6,201 +43%
1WM
128
1900 Wealth Management
Texas
$1.39M 20,089 +10,439 +108%
BRWA
129
B. Riley Wealth Advisors
Florida
$1.36M 19,619 -148 -0.7%
HWM
130
HB Wealth Management
Georgia
$1.36M 19,594 +1 +0%
LFWA
131
LBJ Family Wealth Advisors
Texas
$1.35M 19,531 +8,851 +83%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.31M 18,908 -11,781 -38%
BSWA
133
Bromfield Sneider Wealth Advisors
Massachusetts
$1.23M 17,218 +49 +0.3%
RJT
134
Raymond James Trust
Florida
$1.19M 17,146 -1,059 -6%
KeyBank National Association
135
KeyBank National Association
Ohio
$1.18M 17,111 -20,911 -55%
PWM
136
Perigon Wealth Management
California
$1.18M 17,095 +241 +1%
FIM
137
Freedom Investment Management
Connecticut
$1.18M 16,985 -517 -3%
HIS
138
Horizon Investment Services
Indiana
$1.17M 16,957 – –
KPWS
139
Kestra Private Wealth Services
Texas
$1.17M 16,898 +367 +2%
IDA
140
Intelligence Driven Advisers
California
$1.17M 17,077 -54,930 -76%
DPI
141
Diversified Portfolios Inc
Michigan
$1.16M 16,809 – –
AIA
142
Arbor Investment Advisors
North Carolina
$1.12M 16,195 +3,173 +24%
MFT
143
Moisand Fitzgerald Tamayo
Florida
$1.12M 16,178 -5,941 -27%
TCA
144
Transcend Capital Advisors
New Jersey
$1.12M 16,155 +195 +1%
RMA
145
Roffman Miller Associates
Pennsylvania
$1.1M 15,892 +148 +0.9%
FHA
146
First Horizon Advisors
Tennessee
$1.09M 15,782 +1,017 +7%
SMA
147
Sage Mountain Advisors
Georgia
$1.09M 15,745 +15,745 New
HIP
148
HUB Investment Partners
Texas
$1.02M 14,703 -1,967 -12%
PFP
149
Pinnacle Financial Partners
Tennessee
$986K 14,248 – –
NP
150
NorthRock Partners
Minnesota
$948K 13,698 -946 -6%
4 5
6
7 8