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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 %
WCM
176
Wealthcare Capital Management
Virginia
$869K 11,983 -12,310 -51%
MIM
177
Macroview Investment Management
Maryland
$867K 11,954 +10,813 +948%
GT
178
Glenmede Trust
Pennsylvania
$863K 11,900 +6,100 +105%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$858K 11,827 -7,962 -40%
KWA
180
Kingswood Wealth Advisors
California
$820K 11,307 +5,417 +92%
AAS
181
Avantax Advisory Services
Texas
$816K 11,247 +721 +7%
RH
182
RFG Holdings
Texas
$811K 11,160 -2,428 -18%
PCS
183
Personal CFO Solutions
New Jersey
$796K 10,973 +10,973 New
CRC
184
Curi RMB Capital
Illinois
$785K 10,818 +872 +9%
OC
185
Oppenheimer & Co
New York
$770K 10,612 -936 -8%
MW
186
Marcum Wealth
Ohio
$764K 10,533 -1,854 -15%
TC
187
Telemus Capital
Michigan
$759K 10,470 +10,470 New
DIA
188
Dana Investment Advisors
Wisconsin
$747K 10,295 -599 -5%
YWS
189
Yarger Wealth Strategies
Ohio
$738K 10,176 +65 +0.6%
MAA
190
Mraz Amerine & Associates
California
$734K 10,113 -1,365 -12%
B
191
Birchbrook
Maine
$710K 9,781 +9,781 New
ITIM
192
Indiana Trust & Investment Management
Indiana
$702K 9,682 -275 -3%
CMI
193
Clare Market Investments
Texas
$697K 9,610 +150 +2%
BWM
194
Benchmark Wealth Management
Connecticut
$693K 9,548 -220 -2%
SIA
195
Schechter Investment Advisors
Michigan
$649K 8,948 – –
MAM
196
Meeder Asset Management
Ohio
$640K 8,821 – –
PSP
197
Principal Street Partners
Tennessee
$620K 8,548 -8,548 -50%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$605K 8,334 -1,113 -12%
HCC
199
Hirtle Callaghan & Co
Pennsylvania
$602K 8,302 +8,302 New
SPIO
200
Seven Post Investment Office
California
$600K 8,271 – –
6 7
8
9 10