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Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$2.5M +$51.7K +647 +2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$2.49M -$683K -8,538 -22%
HWM
128
HB Wealth Management
Georgia
$2.47M +$8.07K +101 +0.3%
WPC
129
Wedmont Private Capital
Pennsylvania
$2.4M +$67.6K +846 +3%
CIG
130
Cairn Investment Group
Washington
$2.38M -$17.2K -215 -0.7%
BFS
131
Bradley Foster & Sargent
Connecticut
$2.32M -$18.9K -236 -0.8%
RI
132
Ridgewood Investments
New Jersey
$2.24M -$37K -463 -2%
WOSD
133
WFA of San Diego
California
$2.21M +$31.1K +389 +1%
FIM
134
Freedom Investment Management
Connecticut
$2.17M -$119K -1,489 -5%
SMA
135
Sage Mountain Advisors
Georgia
$2.13M
RA
136
RFG Advisory
Alabama
$2.13M +$74.2K +928 +4%
MCM
137
MAI Capital Management
Ohio
$2.12M +$29.7K +371 +1%
IIC
138
Integrated Investment Consultants
Michigan
$2.12M +$690K +8,626 +51%
AFGAS
139
Allegiance Financial Group Advisory Services
Virginia
$2.09M -$112K -1,397 -5%
WIA
140
World Investment Advisors
California
$2.04M +$34.9K +437 +2%
EFG
141
Embree Financial Group
Illinois
$2.02M
DADC
142
D.A. Davidson & Co
Montana
$2M -$45.6K -570 -2%
CAM
143
Cresset Asset Management
Illinois
$1.97M +$1.08M +13,516 +134%
LFWA
144
LBJ Family Wealth Advisors
Texas
$1.95M +$39.8K +498 +2%
BPWM
145
Badgley Phelps Wealth Managers
Washington
$1.88M +$640 +8 +0%
RJT
146
Raymond James Trust
Florida
$1.87M +$7.99K +100 +0.4%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$1.85M +$263K +3,293 +17%
LL
148
LPWM LLC
Minnesota
$1.83M -$52.4K -656 -3%
AAM
149
Aureus Asset Management
Massachusetts
$1.82M
BGAI
150
Bruce G. Allen Investments
Colorado
$1.73M +$8.79K +110 +0.5%