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Vanguard Russell 1000 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.44M -$307K -4,577 -18%
MWM
127
Modera Wealth Management
New Jersey
$1.43M +$416K +6,201 +43%
1WM
128
1900 Wealth Management
Texas
$1.39M +$701K +10,439 +108%
BRWA
129
B. Riley Wealth Advisors
Florida
$1.36M -$9.94K -148 -0.7%
HWM
130
HB Wealth Management
Georgia
$1.36M +$67 +1 +0%
LFWA
131
LBJ Family Wealth Advisors
Texas
$1.35M +$594K +8,851 +83%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.31M -$791K -11,781 -38%
BSWA
133
Bromfield Sneider Wealth Advisors
Massachusetts
$1.23M +$3.29K +49 +0.3%
RJT
134
Raymond James Trust
Florida
$1.19M -$71.1K -1,059 -6%
KeyBank National Association
135
KeyBank National Association
Ohio
$1.18M -$1.4M -20,911 -55%
PWM
136
Perigon Wealth Management
California
$1.18M +$16.2K +241 +1%
FIM
137
Freedom Investment Management
Connecticut
$1.18M -$34.7K -517 -3%
HIS
138
Horizon Investment Services
Indiana
$1.17M
KPWS
139
Kestra Private Wealth Services
Texas
$1.17M +$24.6K +367 +2%
IDA
140
Intelligence Driven Advisers
California
$1.17M -$3.69M -54,930 -76%
DPI
141
Diversified Portfolios Inc
Michigan
$1.16M
AIA
142
Arbor Investment Advisors
North Carolina
$1.12M +$213K +3,173 +24%
MFT
143
Moisand Fitzgerald Tamayo
Florida
$1.12M -$399K -5,941 -27%
TCA
144
Transcend Capital Advisors
New Jersey
$1.12M +$13.1K +195 +1%
RMA
145
Roffman Miller Associates
Pennsylvania
$1.1M +$9.94K +148 +0.9%
FHA
146
First Horizon Advisors
Tennessee
$1.09M +$68.3K +1,017 +7%
SMA
147
Sage Mountain Advisors
Georgia
$1.09M +$1.06M +15,745 New
HIP
148
HUB Investment Partners
Texas
$1.02M -$132K -1,967 -12%
PFPT
149
Pinnacle Financial Partners (Tennessee)
Tennessee
$986K
NP
150
NorthRock Partners
Minnesota
$948K -$63.5K -946 -6%