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Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
176
1900 Wealth Management
Texas
$1.17M
Citadel Advisors
177
Citadel Advisors
Florida
$1.14M +$71.5K +895 +7%
SIA
178
Schechter Investment Advisors
Michigan
$1.13M
CAM
179
Cozad Asset Management
Illinois
$1.12M +$16.9K +212 +2%
UCFA
180
United Capital Financial Advisors
Texas
$1.12M -$17.9K -224 -2%
FT
181
Fiduciary Trust
Massachusetts
$1.1M +$6.79K +85 +0.6%
PL
182
Plancorp LLC
Missouri
$1.07M -$81.2K -1,016 -7%
DIA
183
Dana Investment Advisors
Wisconsin
$1.06M +$396K +4,956 +64%
ACGA
184
Atlanta Consulting Group Advisors
Georgia
$1.05M +$214K +2,673 +27%
BRWA
185
B. Riley Wealth Advisors
Florida
$1.04M -$12.6K -157 -1%
DTC
186
Davidson Trust Company
Washington
$1.01M +$4.8K +60 +0.5%
ELI
187
Empire Life Investments
Ontario, Canada
$1.01M -$1.25M -15,600 -56%
AAS
188
Avantax Advisory Services
Texas
$1M +$23.3K +291 +2%
GT
189
Glenmede Trust
Pennsylvania
$992K
PCS
190
Personal CFO Solutions
New Jersey
$914K
CC
191
Chicago Capital
Illinois
$910K +$96.5K +1,207 +12%
BBNB
192
Baker Boyer National Bank
Washington
$885K +$6.24K +78 +0.7%
TWM
193
Tanager Wealth Management
United Kingdom
$883K
ITIM
194
Indiana Trust & Investment Management
Indiana
$883K -$6K -75 -0.7%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$872K -$80 -1 -0%
AWM
196
Avior Wealth Management
Nebraska
$868K -$158K -1,981 -16%
MW
197
Marcum Wealth
Ohio
$844K -$19.7K -247 -2%
CRC
198
Curi RMB Capital
Illinois
$829K
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$804K -$587K -7,339 -43%
YWS
200
Yarger Wealth Strategies
Ohio
$786K +$31.3K +392 +4%