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Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$983K -$513K -6,681 -34%
Citadel Advisors
177
Citadel Advisors
Florida
$979K +$678K +8,823 +222%
KWA
178
Kingswood Wealth Advisors
California
$966K +$52.1K +678 +6%
AWM
179
Avior Wealth Management
Nebraska
$949K +$952K +12,392 New
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$941K +$944K +12,290 New
DTC
181
Davidson Trust Company
Washington
$922K +$307K +4,000 +50%
GT
182
Glenmede Trust
Pennsylvania
$911K -$51.9K -675 -5%
AAS
183
Avantax Advisory Services
Texas
$898K +$8.45K +110 +0.9%
PCS
184
Personal CFO Solutions
New Jersey
$840K
ITIM
185
Indiana Trust & Investment Management
Indiana
$817K +$97.1K +1,264 +13%
TWM
186
Tanager Wealth Management
United Kingdom
$812K +$814K +10,597 New
BBNB
187
Baker Boyer National Bank
Washington
$807K +$810K +10,538 New
Kovitz Investment Group Partners
188
Kovitz Investment Group Partners
Illinois
$801K -$77 -1 -0%
MW
189
Marcum Wealth
Ohio
$795K
BBA
190
Braun-Bostich & Associates
Pennsylvania
$782K -$1.87M -24,333 -70%
CAM
191
Cresset Asset Management
Illinois
$775K +$774K +10,072 New
CRC
192
Curi RMB Capital
Illinois
$762K
ACGA
193
Atlanta Consulting Group Advisors
Georgia
$756K +$375K +4,876 +98%
CC
194
Chicago Capital
Illinois
$743K +$746K +9,709 New
B
195
Birchbrook
Maine
$734K -$18.1K -235 -2%
BWM
196
Benchmark Wealth Management
Connecticut
$716K -$10.5K -137 -1%
YWS
197
Yarger Wealth Strategies
Ohio
$693K -$307 -4 -0%
CWP
198
Cyndeo Wealth Partners
Florida
$680K +$682K +8,875 New
VPWA
199
Vestia Personal Wealth Advisors
Indiana
$670K +$673K +8,756 New
AssetMark Inc
200
AssetMark Inc
California
$661K +$561K +7,297 +545%