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Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RZH
151
Relyea Zuckerberg Hanson
Connecticut
$948K -$1.09M -16,303 -54%
SFFS
152
Stonehage Fleming Financial Services
Jersey
$943K
WANY
153
Wealthspire Advisors (New York)
New York
$937K
GAM
154
Gotham Asset Management
New York
$927K
CAM
155
Cozad Asset Management
Illinois
$915K -$113K -1,680 -11%
FT
156
Fiduciary Trust
Massachusetts
$909K
MAA
157
Mraz Amerine & Associates
California
$897K -$144K -2,139 -14%
HFRG
158
Houlihan Financial Resource Group
Virginia
$866K +$866K +12,896 New
MW
159
Marcum Wealth
Ohio
$856K -$9.06K -135 -1%
GS
160
GTS Securities
New York
$797K +$773K +11,510 New
OC
161
Oppenheimer & Co
New York
$793K -$101K -1,500 -12%
CI
162
CX Institutional
Indiana
$720K -$221K -3,296 -24%
AAS
163
Avantax Advisory Services
Texas
$720K +$1.75K +26 +0.3%
BWM
164
Benchmark Wealth Management
Connecticut
$698K +$22.5K +335 +3%
DIA
165
Dana Investment Advisors
Wisconsin
$698K -$809K -12,044 -54%
YWS
166
Yarger Wealth Strategies
Ohio
$697K +$3.42K +51 +0.5%
CRC
167
Curi RMB Capital
Illinois
$685K -$14K -209 -2%
SIA
168
Schechter Investment Advisors
Michigan
$619K
MAM
169
Meeder Asset Management
Ohio
$611K
BFPW
170
BOK Financial Private Wealth
Colorado
$592K -$112K -1,663 -16%
PSP
171
Principal Street Partners
Tennessee
$592K
Vanguard Group
172
Vanguard Group
Pennsylvania
$590K -$13M -193,767 -96%
CA
173
Cetera Advisors
Colorado
$578K -$48.7K -725 -8%
SPIO
174
Seven Post Investment Office
California
$572K
CAM
175
Cresset Asset Management
Illinois
$554K -$86K -1,281 -14%