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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

364 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 58 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
58
Increased
119
Reduced
115
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
UBS Group
3
UBS Group
Switzerland
$190M
4
SAG
4
SageView Advisory Group
California
$173M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$28.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$88.8M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$10.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$521K
5
RCIM
5
Red Cedar Investment Management
Michigan
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$1.25M 17,310 -126 -0.7%
AWM
152
AE Wealth Management
Kansas
$1.25M 17,111 -821 -5%
PWM
153
Perigon Wealth Management
California
$1.23M 16,971 -79 -0.5%
HIS
154
Horizon Investment Services
Indiana
$1.23M 16,957 – –
BSWA
155
Bromfield Sneider Wealth Advisors
Massachusetts
$1.23M 16,912 -1,858 -10%
DPI
156
Diversified Portfolios Inc
Michigan
$1.21M 16,740 – –
QCM
157
Quantinno Capital Management
New York
$1.2M 16,525 +16,525 New
WANY
158
Wealthspire Advisors (New York)
New York
$1.18M 16,313 +617 +4%
AIA
159
Arbor Investment Advisors
North Carolina
$1.18M 16,227 +1,029 +7%
RMA
160
Roffman Miller Associates
Pennsylvania
$1.17M 16,065 +91 +0.6%
TCA
161
Transcend Capital Advisors
New Jersey
$1.13M 15,597 -391 -2%
SW
162
SVB Wealth
Massachusetts
$1.13M 15,523 +15,523 New
1WM
163
1900 Wealth Management
Texas
$1.12M 15,371 -2,154 -12%
KPWS
164
Kestra Private Wealth Services
Texas
$1.09M 14,971 -1,505 -9%
GAM
165
Gotham Asset Management
New York
$1.08M 14,898 – –
HIP
166
HUB Investment Partners
Texas
$1.07M 14,703 – –
PFP
167
Pinnacle Financial Partners
Tennessee
$1.04M 14,405 +157 +1%
MWM
168
Modera Wealth Management
New Jersey
$1.03M 14,177 – –
CCM
169
Cullen Capital Management
New York
$1.02M 14,000 +14,000 New
KeyBank National Association
170
KeyBank National Association
Ohio
$992K 13,670 -1,021 -7%
NP
171
NorthRock Partners
Minnesota
$982K 13,542 -30 -0.2%
FT
172
Fiduciary Trust
Massachusetts
$953K 13,140 – –
CAM
173
Cozad Asset Management
Illinois
$938K 12,927 -300 -2%
TPCW
174
TD Private Client Wealth
New York
$936K 12,909 +936 +8%
IIC
175
Integrated Investment Consultants
Michigan
$882K 12,162 +12,162 New
5 6
7
8 9