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Vanguard Russell 1000 Value ETF

268 hedge funds and large institutions have $4.95B invested in Vanguard Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 17

136% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 47

20% more funds holding

Funds holding: 223268 (+45)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

0% more capital invested

Capital invested by funds: $4.93B → $4.95B (+$24.4M)

6.93% less ownership

Funds ownership: 77.22%70.29% (-6.9%)

Holders
268
Holders Change
+45
Holders Change %
+20.18%
% of All Funds
4.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
111
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Wealthcare Capital Management
Virginia
$520K +$11.8K +164 +2%
LA
152
Latitude Advisors
Florida
$518K -$16.4K -228 -3%
AA
153
Addison Advisors
Vermont
$505K
Kayne Anderson Rudnick Investment Management
154
Kayne Anderson Rudnick Investment Management
California
$447K +$437K +6,071 New
WA
155
Wealth Architects
California
$441K
PP
156
PrairieView Partners
Minnesota
$429K -$8.13K -113 -2%
BCM
157
Brookstone Capital Management
Illinois
$425K +$411K +5,716 New
TC
158
Telemus Capital
Michigan
$411K +$36K +500 +10%
LNC
159
Lincoln National Corp
Pennsylvania
$404K +$863 +12 +0.2%
CFA
160
Carroll Financial Associates
North Carolina
$401K
EVM
161
Eaton Vance Management
Massachusetts
$400K -$21.3K -296 -5%
CS
162
Comerica Securities
Michigan
$395K
VVP
163
Venture Visionary Partners
Ohio
$393K -$51.6K -718 -12%
GF
164
Gries Financial
Ohio
$390K
GAM
165
Gemmer Asset Management
California
$389K
NA
166
Nottingham Advisors
New York
$383K
BPA
167
Beacon Pointe Advisors
California
$379K -$22.7K -316 -6%
TCA
168
Transcend Capital Advisors
New Jersey
$366K +$103K +1,431 +41%
IP
169
Investment Partners
Ohio
$358K +$3.52K +49 +1%
PFS
170
Prospera Financial Services
Texas
$351K +$342K +4,750 New
TDC
171
Thompson Davis & Co
Virginia
$345K +$337K +4,685 New
FPOC
172
Financial Planners of Cleveland
Ohio
$342K +$330K +4,591 New
LFAS
173
Level Four Advisory Services
Texas
$341K +$333K +4,631 New
BA
174
Bridgewater Advisors
New York
$335K -$3.96K -55 -1%
RC
175
RegentAtlantic Capital
New Jersey
$333K -$16.3K -226 -5%