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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.3B invested in Vanguard Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 76 reducing their positions, and 24 closing their positions.

Holders
309
Holders Change
+29
Holders Change %
+10.36%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.42%
New
60
Increased
119
Reduced
76
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$66.9M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$222M
4
VCA
4
Verdence Capital Advisors
Maryland
$33.3M
5
Cerity Partners
5
Cerity Partners
New York
$17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
RA
2
RFG Advisory
Alabama
$481K
3
NYLIM
3
New York Life Investment Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$36.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K +$591K +8,879 New
BWM
177
Benchmark Wealth Management
Connecticut
$591K -$22.6K -340 -4%
PSP
178
Principal Street Partners
Tennessee
$569K -$1.29M -19,400 -69%
EP
179
Eudaimonia Partners
Tennessee
$562K -$56.2K -844 -9%
SPIO
180
Seven Post Investment Office
California
$551K -$1.25M -18,765 -69%
MGIA
181
Moneta Group Investment Advisors
Missouri
$547K +$106K +1,518 +24%
BF
182
BOK Financial
Oklahoma
$543K -$68.9K -1,035 -11%
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$520K – – –
QC
184
Quent Capital
New York
$496K – – –
Baird Financial Group
185
Baird Financial Group
Wisconsin
$492K -$513K -7,712 -51%
BAM
186
Berkshire Asset Management
Pennsylvania
$486K – – –
RA
187
RFG Advisory
Alabama
$481K -$27.1M -385,130 -98%
ESB
188
Essex Savings Bank
Connecticut
$478K -$9.06K -136 -2%
CS
189
Comerica Securities
Michigan
$469K – – –
PFM
190
Parsec Financial Management
North Carolina
$453K -$6.79K -102 -1%
TPCW
191
TD Private Client Wealth
New York
$432K -$118K -1,769 -21%
CHA
192
Carmichael Hill & Associates
Maryland
$424K +$22.4K +336 +6%
BSA
193
Braun Stacey Associates
New York
$420K – – –
JW
194
Jenkins Wealth
Colorado
$415K +$415K +6,228 New
PP
195
PrairieView Partners
Minnesota
$414K – – –
IP
196
Investment Partners
Ohio
$401K +$732 +11 +0.2%
LFAS
197
Level Four Advisory Services
Texas
$400K -$22K -331 -5%
YWP
198
YorkBridge Wealth Partners
New York
$399K +$127K +1,914 +47%
AMBIA
199
Allen Mooney & Barnes Investment Advisors
Georgia
$398K -$27.8K -417 -7%
WA
200
Wealth Architects
California
$398K – – –
6 7
8
9 10