We are live on ! Find out more
VONV icon

Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$2.11M +$47K +612 +2%
RI
127
Ridgewood Investments
New Jersey
$2.09M -$104K -1,353 -5%
AWS
128
Atria Wealth Solutions
New York
$2.04M +$127K +1,650 +7%
AFGAS
129
Allegiance Financial Group Advisory Services
Virginia
$2.03M -$4.3K -56 -0.2%
WOSD
130
WFA of San Diego
California
$2M +$2.01M +26,124 New
SMA
131
Sage Mountain Advisors
Georgia
$1.95M +$169K +2,202 +9%
MCM
132
MAI Capital Management
Ohio
$1.92M +$7.22K +94 +0.4%
DADC
133
D.A. Davidson & Co
Montana
$1.88M -$33.2K -432 -2%
RA
134
RFG Advisory
Alabama
$1.88M +$215K +2,797 +13%
EFG
135
Embree Financial Group
Illinois
$1.86M -$118K -1,539 -6%
WIA
136
World Investment Advisors
California
$1.84M +$5.68K +74 +0.3%
LFWA
137
LBJ Family Wealth Advisors
Texas
$1.75M +$37.1K +483 +2%
BPWM
138
Badgley Phelps Wealth Managers
Washington
$1.74M
LL
139
LPWM LLC
Minnesota
$1.74M +$31.5K +410 +2%
RJT
140
Raymond James Trust
Florida
$1.71M -$27.7K -361 -2%
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$1.68M +$1.69M +21,987 New
AAM
142
Aureus Asset Management
Massachusetts
$1.67M
AWMS
143
Advocacy Wealth Management Services
Georgia
$1.59M -$471K -6,131 -23%
BGAI
144
Bruce G. Allen Investments
Colorado
$1.58M
RZH
145
Relyea Zuckerberg Hanson
Connecticut
$1.5M +$71.4K +930 +5%
MAG
146
M3 Advisory Group
Massachusetts
$1.47M -$116K -1,512 -7%
EWA
147
EverSource Wealth Advisors
Alabama
$1.45M +$606K +7,889 +77%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1.45M +$221K +2,872 +18%
CPIG
149
Chicago Partners Investment Group
Illinois
$1.4M +$5.76K +75 +0.4%
VP
150
Verum Partners
North Carolina
$1.38M -$351K -4,575 -20%