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Vanguard Russell 1000 Value ETF

365 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 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
176
Integrated Investment Consultants
Michigan
$882K +$824K +12,162 New
WCM
177
Wealthcare Capital Management
Virginia
$869K -$834K -12,310 -51%
MIM
178
Macroview Investment Management
Maryland
$867K +$733K +10,813 +948%
GT
179
Glenmede Trust
Pennsylvania
$863K +$413K +6,100 +105%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$858K -$540K -7,962 -40%
KWA
181
Kingswood Wealth Advisors
California
$820K +$367K +5,417 +92%
AAS
182
Avantax Advisory Services
Texas
$816K +$48.9K +721 +7%
RH
183
RFG Holdings
Texas
$811K -$165K -2,428 -18%
PCS
184
Personal CFO Solutions
New Jersey
$796K +$744K +10,973 New
CRC
185
Curi RMB Capital
Illinois
$785K +$59.1K +872 +9%
OC
186
Oppenheimer & Co
New York
$770K -$63.4K -936 -8%
MW
187
Marcum Wealth
Ohio
$764K -$126K -1,854 -15%
TC
188
Telemus Capital
Michigan
$759K +$710K +10,470 New
DIA
189
Dana Investment Advisors
Wisconsin
$747K -$40.6K -599 -5%
YWS
190
Yarger Wealth Strategies
Ohio
$738K +$4.41K +65 +0.6%
MAA
191
Mraz Amerine & Associates
California
$734K -$92.5K -1,365 -12%
B
192
Birchbrook
Maine
$710K +$663K +9,781 New
ITIM
193
Indiana Trust & Investment Management
Indiana
$702K -$18.6K -275 -3%
CMI
194
Clare Market Investments
Texas
$697K +$10.2K +150 +2%
BWM
195
Benchmark Wealth Management
Connecticut
$693K -$14.9K -220 -2%
SIA
196
Schechter Investment Advisors
Michigan
$649K
MAM
197
Meeder Asset Management
Ohio
$640K
PSP
198
Principal Street Partners
Tennessee
$620K -$579K -8,548 -50%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$605K -$75.4K -1,113 -12%
HCC
200
Hirtle Callaghan & Co
Pennsylvania
$602K +$563K +8,302 New