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Vanguard Russell 1000 Value ETF

365 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 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
126
Cairn Investment Group
Washington
$1.99M -$158K -2,325 -8%
AI
127
Atria Investments
North Carolina
$1.96M +$1.83M +27,063 New
AFGAS
128
Allegiance Financial Group Advisory Services
Virginia
$1.93M +$11K +163 +0.6%
BPWM
129
Badgley Phelps Wealth Managers
Washington
$1.93M -$17.6K -259 -1%
PL
130
Plancorp LLC
Missouri
$1.9M
FIM
131
Freedom Investment Management
Connecticut
$1.86M +$676K +9,978 +64%
MCM
132
MAI Capital Management
Ohio
$1.82M -$2.31K -34 -0.1%
AWS
133
Atria Wealth Solutions
New York
$1.82M -$80K -1,180 -5%
DADC
134
D.A. Davidson & Co
Montana
$1.8M -$102K -1,512 -6%
Corient Private Wealth
135
Corient Private Wealth
Florida
$1.76M -$93.3K -1,377 -5%
SMA
136
Sage Mountain Advisors
Georgia
$1.69M +$513K +7,570 +48%
RJT
137
Raymond James Trust
Florida
$1.66M +$392K +5,789 +34%
ELI
138
Empire Life Investments
Ontario, Canada
$1.63M -$3.29M -48,500 -68%
LL
139
LPWM LLC
Minnesota
$1.63M +$25.3K +373 +2%
ACM
140
Andina Capital Management
Utah
$1.6M +$1.5M +22,067 New
FTUS
141
Flow Traders U.S.
New York
$1.59M +$1.49M +21,977 New
AAM
142
Aureus Asset Management
Massachusetts
$1.59M
LFWA
143
LBJ Family Wealth Advisors
Texas
$1.56M -$1.63K -24 -0.1%
MAG
144
M3 Advisory Group
Massachusetts
$1.52M +$1.42M +21,003 New
BGAI
145
Bruce G. Allen Investments
Colorado
$1.49M +$1.4M +20,605 New
HWM
146
HB Wealth Management
Georgia
$1.49M +$68.2K +1,006 +5%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.37M -$34.4K -507 -3%
RZH
148
Relyea Zuckerberg Hanson
Connecticut
$1.35M +$335K +4,941 +36%
CFO
149
Colony Family Offices
North Carolina
$1.27M +$1.19M +17,534 New
MFIM
150
Mesirow Financial Investment Management
Illinois
$1.26M +$1.18M +17,348 New