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Vanguard Russell 1000 Value ETF

365 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$1.25M +$83.3K +1,229 +8%
CPIG
152
Chicago Partners Investment Group
Illinois
$1.25M -$8.54K -126 -0.7%
AWM
153
AE Wealth Management
Kansas
$1.25M -$55.6K -821 -5%
PWM
154
Perigon Wealth Management
California
$1.23M -$5.36K -79 -0.5%
HIS
155
Horizon Investment Services
Indiana
$1.23M
BSWA
156
Bromfield Sneider Wealth Advisors
Massachusetts
$1.23M -$126K -1,858 -10%
DPI
157
Diversified Portfolios Inc
Michigan
$1.21M
QCM
158
Quantinno Capital Management
New York
$1.2M +$1.12M +16,525 New
WANY
159
Wealthspire Advisors (New York)
New York
$1.18M +$41.8K +617 +4%
AIA
160
Arbor Investment Advisors
North Carolina
$1.18M +$69.8K +1,029 +7%
RMA
161
Roffman Miller Associates
Pennsylvania
$1.17M +$6.17K +91 +0.6%
TCA
162
Transcend Capital Advisors
New Jersey
$1.13M -$26.5K -391 -2%
SW
163
SVB Wealth
Massachusetts
$1.13M +$1.05M +15,523 New
1WM
164
1900 Wealth Management
Texas
$1.12M -$146K -2,154 -12%
KPWS
165
Kestra Private Wealth Services
Texas
$1.09M -$102K -1,505 -9%
GAM
166
Gotham Asset Management
New York
$1.08M
HIP
167
HUB Investment Partners
Texas
$1.07M
PFPT
168
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.04M +$10.6K +157 +1%
MWM
169
Modera Wealth Management
New Jersey
$1.03M
CCM
170
Cullen Capital Management
New York
$1.02M +$949K +14,000 New
KeyBank National Association
171
KeyBank National Association
Ohio
$992K -$69.2K -1,021 -7%
NP
172
NorthRock Partners
Minnesota
$982K -$2.03K -30 -0.2%
FT
173
Fiduciary Trust
Massachusetts
$953K
CAM
174
Cozad Asset Management
Illinois
$938K -$20.3K -300 -2%
TPCW
175
TD Private Client Wealth
New York
$936K +$63.4K +936 +8%