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Vanguard Russell 1000 Value ETF

223 hedge funds and large institutions have $4.93B invested in Vanguard Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $4.53B → $4.93B (+$399M)

3% more funds holding

Funds holding: 217223 (+6)

0.4% more ownership

Funds ownership: 76.82%77.22% (+0.4%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
223
Holders Change
+6
Holders Change %
+2.76%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
27
Increased
94
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$216K +$33.8K +481 +18%
HNB
177
Huntington National Bank
Ohio
$212K
FAIM
178
Financial Advocates Investment Management
Washington
$209K
DWM
179
Doyle Wealth Management
Florida
$208K -$3.45K -49 -2%
NHC
180
Nicholas Hoffman & Company
Georgia
$205K
MAM
181
Marquette Asset Management
Minnesota
$186K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$177K +$90.3K +1,284 +100%
AA
183
Ancora Advisors
Ohio
$176K +$181K +2,567 New
SFP
184
Sterling Financial Planning
New Jersey
$174K +$704 +10 +0.4%
LB
185
Legacy Bridge
Iowa
$150K
William Blair & Company
186
William Blair & Company
Illinois
$150K
CAAS
187
Capital Asset Advisory Services
Michigan
$148K
FCA
188
FinTrust Capital Advisors
South Carolina
$138K
CHC
189
City Holding Co
West Virginia
$103K +$106K +1,500 New
US Bancorp
190
US Bancorp
Minnesota
$100K
TFS
191
TrustCore Financial Services
Tennessee
$79K
MA
192
MUFG Americas
New York
$73K +$74.4K +1,058 New
FGAM
193
Financial Gravity Asset Management
Texas
$69K
HIA
194
Harbor Investment Advisory
Maryland
$69K
NFG
195
Next Financial Group
Texas
$60K
LWM
196
Liberty Wealth Management
California
$55K +$27.4K +390 +100%
SC
197
Steph & Co
Wisconsin
$51K +$52.6K +748 New
APC
198
Aspire Private Capital
North Carolina
$48K +$141 +2 +0.3%
NSIM
199
North Star Investment Management
Illinois
$47K
DI
200
Disciplined Investments
Oklahoma
$38K -$35.3K -502 -47%