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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

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.

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.24%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
LPL Financial
2
LPL Financial
California
$139M
3
Bank of America
3
Bank of America
North Carolina
$1.11B
4
SAG
4
SageView Advisory Group
California
$128M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$64.5M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$140K
2
AF
2
Allworth Financial
California
$15.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22.7M
4
Cerity Partners
4
Cerity Partners
New York
$6.97M
5
UBS Group
5
UBS Group
Switzerland
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
CMI
201
Clare Market Investments
Texas
$419K 6,060 +6,060 New
AMBIA
202
Allen Mooney & Barnes Investment Advisors
Georgia
$418K 6,042 +31 +0.5%
CWM
203
Collaborative Wealth Management
Florida
$415K 6,003 -2,760 -31%
WA
204
Wealth Architects
California
$414K 5,978 – –
AA
205
Addison Advisors
Vermont
$409K 5,910 – –
RWS
206
Resolute Wealth Strategies
Mississippi
$405K 5,847 +23 +0.4%
PP
207
PrairieView Partners
Minnesota
$396K 5,728 – –
Renaissance Technologies
208
Renaissance Technologies
New York
$388K 5,600 -1,900 -25%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$379K 5,478 +131 +2%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K 5,290 -4,181 -44%
GAM
211
Gemmer Asset Management
California
$365K 5,274 – –
SPC
212
Sigma Planning Corp
Michigan
$363K 5,247 -625 -11%
NA
213
Nottingham Advisors
New York
$360K 5,200 – –
RWB
214
RMR Wealth Builders
New Jersey
$359K 5,192 +26 +0.5%
GF
215
Gries Financial
Ohio
$355K 5,135 – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$355K 5,125 -1,887 -27%
US Bancorp
217
US Bancorp
Minnesota
$344K 4,971 – –
CCMG
218
Clark Capital Management Group
Pennsylvania
$340K 4,919 – –
BCM
219
Brookstone Capital Management
Illinois
$338K 4,942 +1,130 +30%
DC
220
Davenport & Co
Virginia
$333K 4,813 -440 -8%
TFA
221
Tobias Financial Advisors
Florida
$318K 4,589 +4,589 New
LIG
222
Lokken Investment Group
Delaware
$311K 4,490 +710 +19%
HBW
223
Hazlett, Burt & Watson
West Virginia
$304K 4,401 -737 -14%
PFS
224
Prospera Financial Services
Texas
$300K 4,333 -774 -15%
SPIA
225
Steward Partners Investment Advisory
New York
$298K 4,304 – –
7 8
9
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