We are live on ! Find out more
VONV icon

Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMI
201
Clare Market Investments
Texas
$419K +$407K +6,060 New
AMBIA
202
Allen Mooney & Barnes Investment Advisors
Georgia
$418K +$2.08K +31 +0.5%
CWM
203
Collaborative Wealth Management
Florida
$415K -$185K -2,760 -31%
WA
204
Wealth Architects
California
$414K
AA
205
Addison Advisors
Vermont
$409K
RWS
206
Resolute Wealth Strategies
Mississippi
$405K +$1.54K +23 +0.4%
PP
207
PrairieView Partners
Minnesota
$396K
Renaissance Technologies
208
Renaissance Technologies
New York
$388K -$128K -1,900 -25%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$379K +$8.79K +131 +2%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K -$281K -4,181 -44%
GAM
211
Gemmer Asset Management
California
$365K
SPC
212
Sigma Planning Corp
Michigan
$363K -$42K -625 -11%
NA
213
Nottingham Advisors
New York
$360K
RWB
214
RMR Wealth Builders
New Jersey
$359K +$1.75K +26 +0.5%
GF
215
Gries Financial
Ohio
$355K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$355K -$127K -1,887 -27%
US Bancorp
217
US Bancorp
Minnesota
$344K
CCMG
218
Clark Capital Management Group
Pennsylvania
$340K
BCM
219
Brookstone Capital Management
Illinois
$338K +$75.9K +1,130 +30%
DC
220
Davenport & Co
Virginia
$333K -$29.5K -440 -8%
TFA
221
Tobias Financial Advisors
Florida
$318K +$308K +4,589 New
LIG
222
Lokken Investment Group
Delaware
$311K +$47.7K +710 +19%
HBW
223
Hazlett, Burt & Watson
West Virginia
$304K -$49.5K -737 -14%
PFS
224
Prospera Financial Services
Texas
$300K -$52K -774 -15%
SPIA
225
Steward Partners Investment Advisory
New York
$298K