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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.3B invested in Vanguard Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+29
Holders Change %
+10.36%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.42%
New
60
Increased
119
Reduced
76
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$66.9M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$222M
4
VCA
4
Verdence Capital Advisors
Maryland
$33.3M
5
Cerity Partners
5
Cerity Partners
New York
$17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
RA
2
RFG Advisory
Alabama
$481K
3
NYLIM
3
New York Life Investment Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$36.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Addison Advisors
Vermont
$393K -$20K -300 -5%
NL
202
NWAM LLC
Washington
$387K -$2.4K -36 -0.6%
HBW
203
Hazlett, Burt & Watson
West Virginia
$381K +$3.86K +58 +1%
PAIM
204
Punch & Associates Investment Management
Minnesota
$376K +$2.6K +39 +0.7%
UCFA
205
United Capital Financial Advisors
Texas
$365K +$23.8K +358 +7%
Bank of New York Mellon
206
Bank of New York Mellon
New York
$356K +$356K +5,347 New
GAM
207
Gemmer Asset Management
California
$351K – – –
NA
208
Nottingham Advisors
New York
$346K – – –
US Bancorp
209
US Bancorp
Minnesota
$344K +$70.4K +1,058 +26%
IA
210
Integrity Advisory
Kansas
$343K +$343K +5,145 New
RWB
211
RMR Wealth Builders
New Jersey
$342K +$59.3K +890 +21%
GF
212
Gries Financial
Ohio
$342K -$10.3K -155 -3%
PFS
213
Prospera Financial Services
Texas
$340K +$1.07K +16 +0.3%
CWP
214
Cyndeo Wealth Partners
Florida
$330K +$330K +4,961 New
CCMG
215
Clark Capital Management Group
Pennsylvania
$328K +$328K +4,919 New
William Blair & Company
216
William Blair & Company
Illinois
$323K +$132K +1,985 +69%
SIA
217
Stegner Investment Associates
Kentucky
$306K +$306K +4,589 New
PPWM
218
PFG Private Wealth Management
Florida
$304K +$2.8K +42 +0.9%
CPIG
219
Chicago Partners Investment Group
Illinois
$303K – – –
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$299K +$298K +4,474 +27,963%
IA
221
IFP Advisors
Florida
$288K -$10.7K -100 -4%
FGG
222
Financial Guidance Group
Florida
$285K – – –
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$283K – – –
SPIA
224
Steward Partners Investment Advisory
New York
$273K +$86.9K +1,305 +47%
TDC
225
Thompson Davis & Co
Virginia
$271K +$21.8K +327 +9%
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9
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