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Vanguard Russell 1000 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
151
Pinnacle Financial Partners (Tennessee)
Tennessee
$952K
SFFS
152
Stonehage Fleming Financial Services
Jersey
$943K +$1.07M +15,795 New
CI
153
CX Institutional
Indiana
$916K +$929K +13,706 New
WANY
154
Wealthspire Advisors (New York)
New York
$905K -$154K -2,267 -14%
GAM
155
Gotham Asset Management
New York
$895K +$908K +13,400 New
FT
156
Fiduciary Trust
Massachusetts
$878K
AIA
157
Arbor Investment Advisors
North Carolina
$870K -$30K -443 -3%
FFG
158
Fullen Financial Group
Ohio
$869K +$4.27K +63 +0.5%
OC
159
Oppenheimer & Co
New York
$866K -$288K -4,252 -25%
MW
160
Marcum Wealth
Ohio
$835K -$54.5K -804 -6%
LFWA
161
LBJ Family Wealth Advisors
Texas
$714K +$724K +10,680 New
AAS
162
Avantax Advisory Services
Texas
$693K -$87.3K -1,288 -11%
BFPW
163
BOK Financial Private Wealth
Colorado
$683K -$72.3K -1,067 -9%
CRC
164
Curi RMB Capital
Illinois
$675K +$685K +10,108 New
YWS
165
Yarger Wealth Strategies
Ohio
$669K -$73.8K -1,089 -10%
BWM
166
Benchmark Wealth Management
Connecticut
$660K +$59.4K +877 +10%
UCFA
167
United Capital Financial Advisors
Texas
$646K +$284K +4,199 +77%
1WM
168
1900 Wealth Management
Texas
$642K
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$633K +$40.1K +592 +7%
SW
170
SVB Wealth
Massachusetts
$629K
CAM
171
Cresset Asset Management
Illinois
$621K +$629K +9,290 New
BSW
172
Buckingham Strategic Wealth
Missouri
$619K
CA
173
Cetera Advisors
Colorado
$606K -$30.7K -453 -5%
SIA
174
Schechter Investment Advisors
Michigan
$598K
MAM
175
Meeder Asset Management
Ohio
$590K +$598K +8,824 New