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Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
176
Pine Valley Investments
New Jersey
$548K +$532K +7,923 New
BSW
177
Buckingham Strategic Wealth
Missouri
$547K -$94.3K -1,404 -15%
BF
178
BOK Financial
Oklahoma
$547K
UCFA
179
United Capital Financial Advisors
Texas
$546K -$120K -1,789 -18%
JBA
180
Johnson Bixby & Associates
Washington
$541K -$903K -13,448 -63%
LWCFA
181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$541K
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$534K +$183K +2,723 +55%
BSA
183
Braun Stacey Associates
New York
$520K -$504K -7,510 -50%
CPIG
184
Chicago Partners Investment Group
Illinois
$516K +$202K +3,002 +70%
QC
185
Quent Capital
New York
$516K
BAM
186
Berkshire Asset Management
Pennsylvania
$506K
FTUS
187
Flow Traders U.S.
New York
$487K +$473K +7,039 New
CS
188
Comerica Securities
Michigan
$482K
ESB
189
Essex Savings Bank
Connecticut
$480K -$10.3K -154 -2%
BTI
190
Blue Trust Inc
Georgia
$478K +$480K +7,157 New
Baird Financial Group
191
Baird Financial Group
Wisconsin
$464K -$46.5K -692 -9%
PAIM
192
Punch & Associates Investment Management
Minnesota
$454K
ASN
193
Advisory Services Network
Georgia
$445K +$88.9K +1,324 +26%
MGIA
194
Moneta Group Investment Advisors
Missouri
$440K
TPCW
195
TD Private Client Wealth
New York
$434K +$9.8K +146 +2%
LFAS
196
Level Four Advisory Services
Texas
$431K +$3.15K +47 +0.8%
NL
197
NWAM LLC
Washington
$428K +$415K +6,183 New
CHA
198
Carmichael Hill & Associates
Maryland
$424K -$18.1K -270 -4%
CW
199
CreativeOne Wealth
Kansas
$421K +$409K +6,088 New
IP
200
Investment Partners
Ohio
$420K +$1.75K +26 +0.4%