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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.14%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$105M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$53.2M
3
SAG
3
SageView Advisory Group
California
$107M
4
GRP
4
Global Retirement Partners
California
$16M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$28.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
BL
2
Balentine LLC
Georgia
$109M
3
PFO
3
Pathstone Family Office
New Jersey
$30.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
151
Pinnacle Financial Partners
Tennessee
$952K 14,248 – –
SFFS
152
Stonehage Fleming Financial Services
Jersey
$943K 15,795 +15,795 New
CI
153
CX Institutional
Indiana
$916K 13,706 +13,706 New
WANY
154
Wealthspire Advisors (New York)
New York
$905K 13,540 -2,267 -14%
GAM
155
Gotham Asset Management
New York
$895K 13,400 +13,400 New
FT
156
Fiduciary Trust
Massachusetts
$878K 13,140 – –
AIA
157
Arbor Investment Advisors
North Carolina
$870K 13,022 -443 -3%
FFG
158
Fullen Financial Group
Ohio
$869K 12,801 +63 +0.5%
OC
159
Oppenheimer & Co
New York
$866K 12,958 -4,252 -25%
MW
160
Marcum Wealth
Ohio
$835K 12,500 -804 -6%
LFWA
161
LBJ Family Wealth Advisors
Texas
$714K 10,680 +10,680 New
AAS
162
Avantax Advisory Services
Texas
$693K 10,371 -1,288 -11%
BFPW
163
BOK Financial Private Wealth
Colorado
$683K 10,221 -1,067 -9%
CRC
164
Curi RMB Capital
Illinois
$675K 10,108 +10,108 New
YWS
165
Yarger Wealth Strategies
Ohio
$669K 10,020 -1,089 -10%
BWM
166
Benchmark Wealth Management
Connecticut
$660K 9,751 +877 +10%
UCFA
167
United Capital Financial Advisors
Texas
$646K 9,674 +4,199 +77%
1WM
168
1900 Wealth Management
Texas
$642K 9,650 – –
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$633K 9,471 +592 +7%
SW
170
SVB Wealth
Massachusetts
$629K 9,416 – –
CAM
171
Cresset Asset Management
Illinois
$621K 9,290 +9,290 New
BSW
172
Buckingham Strategic Wealth
Missouri
$619K 9,302 – –
CA
173
Cetera Advisors
Colorado
$606K 9,071 -453 -5%
SIA
174
Schechter Investment Advisors
Michigan
$598K 8,948 – –
MAM
175
Meeder Asset Management
Ohio
$590K 8,824 +8,824 New
5 6
7
8 9