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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

364 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
58
Increased
119
Reduced
115
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
UBS Group
3
UBS Group
Switzerland
$190M
4
SAG
4
SageView Advisory Group
California
$173M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$28.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$88.8M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$10.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$521K
5
RCIM
5
Red Cedar Investment Management
Michigan
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$1.96M 27,063 +27,063 New
AFGAS
127
Allegiance Financial Group Advisory Services
Virginia
$1.93M 26,650 +163 +0.6%
BPWM
128
Badgley Phelps Wealth Managers
Washington
$1.93M 26,564 -259 -1%
PL
129
Plancorp LLC
Missouri
$1.9M 26,169 – –
FIM
130
Freedom Investment Management
Connecticut
$1.86M 25,658 +9,978 +64%
MCM
131
MAI Capital Management
Ohio
$1.82M 25,094 -34 -0.1%
AWS
132
Atria Wealth Solutions
New York
$1.82M 25,025 -1,180 -5%
DADC
133
D.A. Davidson & Co
Montana
$1.8M 24,863 -1,512 -6%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.76M 24,321 -1,377 -5%
SMA
135
Sage Mountain Advisors
Georgia
$1.69M 23,315 +7,570 +48%
RJT
136
Raymond James Trust
Florida
$1.66M 22,935 +5,789 +34%
ELI
137
Empire Life Investments
Ontario, Canada
$1.63M 22,491 -48,500 -68%
LL
138
LPWM LLC
Minnesota
$1.63M 22,525 +373 +2%
ACM
139
Andina Capital Management
Utah
$1.6M 22,067 +22,067 New
FTUS
140
Flow Traders U.S.
New York
$1.59M 21,977 +21,977 New
AAM
141
Aureus Asset Management
Massachusetts
$1.59M 21,858 – –
LFWA
142
LBJ Family Wealth Advisors
Texas
$1.56M 21,461 -24 -0.1%
MAG
143
M3 Advisory Group
Massachusetts
$1.52M 21,003 +21,003 New
BGAI
144
Bruce G. Allen Investments
Colorado
$1.49M 20,605 +20,605 New
HWM
145
HB Wealth Management
Georgia
$1.49M 20,600 +1,006 +5%
BRWA
146
B. Riley Wealth Advisors
Florida
$1.37M 18,952 -507 -3%
RZH
147
Relyea Zuckerberg Hanson
Connecticut
$1.35M 18,633 +4,941 +36%
CFO
148
Colony Family Offices
North Carolina
$1.27M 17,534 +17,534 New
MFIM
149
Mesirow Financial Investment Management
Illinois
$1.26M 17,348 +17,348 New
FHA
150
First Horizon Advisors
Tennessee
$1.25M 17,208 +1,229 +8%
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