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Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
151
Colony Family Offices
North Carolina
$1.35M
IIC
152
Integrated Investment Consultants
Michigan
$1.32M
ACM
153
Andina Capital Management
Utah
$1.31M -$504K -6,565 -28%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$1.3M +$1.21M +15,725 +1,242%
HIS
155
Horizon Investment Services
Indiana
$1.3M
DPI
156
Diversified Portfolios Inc
Michigan
$1.28M
MFIM
157
Mesirow Financial Investment Management
Illinois
$1.27M -$21K -274 -2%
AIA
158
Arbor Investment Advisors
North Carolina
$1.26M +$21K +273 +2%
ECG
159
Edge Capital Group
Georgia
$1.26M -$17.9K -233 -1%
WANY
160
Wealthspire Advisors (New York)
New York
$1.22M -$31.8K -414 -3%
MGIA
161
Moneta Group Investment Advisors
Missouri
$1.21M
TCA
162
Transcend Capital Advisors
New Jersey
$1.17M
HIP
163
HUB Investment Partners
Texas
$1.13M
PFPT
164
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.1M
GAM
165
Gotham Asset Management
New York
$1.1M
KeyBank National Association
166
KeyBank National Association
Ohio
$1.1M -$276K -3,596 -20%
RMA
167
Roffman Miller Associates
Pennsylvania
$1.09M
KPWS
168
Kestra Private Wealth Services
Texas
$1.08M -$24.8K -323 -2%
1WM
169
1900 Wealth Management
Texas
$1.07M
PL
170
Plancorp LLC
Missouri
$1.06M -$925K -12,037 -46%
UCFA
171
United Capital Financial Advisors
Texas
$1.05M +$534K +6,950 +104%
NP
172
NorthRock Partners
Minnesota
$1.04M
SIA
173
Schechter Investment Advisors
Michigan
$1.04M
CAM
174
Cozad Asset Management
Illinois
$1.02M +$25.4K +330 +3%
FT
175
Fiduciary Trust
Massachusetts
$1.01M