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Vanguard Russell 1000 Value ETF

365 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
201
Seven Post Investment Office
California
$600K
FI
202
FWG Investments
Kentucky
$574K +$536K +7,910 New
UCFA
203
United Capital Financial Advisors
Texas
$572K +$89.4K +1,319 +20%
CBA
204
Coastal Bridge Advisors
Connecticut
$551K +$515K +7,596 New
QC
205
Quent Capital
New York
$540K
EWM
206
Elevatus Welath Management
New York
$538K -$503K -7,417 -50%
BAM
207
Berkshire Asset Management
Pennsylvania
$530K
Baird Financial Group
208
Baird Financial Group
Wisconsin
$522K +$33.9K +500 +7%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$521K -$17.9M -264,586 -97%
BSW
210
Buckingham Strategic Wealth
Missouri
$519K -$50.1K -739 -9%
US Bancorp
211
US Bancorp
Minnesota
$513K -$48K -708 -9%
ESB
212
Essex Savings Bank
Connecticut
$499K +$7.66K +113 +2%
BFPW
213
BOK Financial Private Wealth
Colorado
$498K -$57K -841 -11%
LFAS
214
Level Four Advisory Services
Texas
$493K +$36.4K +537 +9%
CW
215
CreativeOne Wealth
Kansas
$492K +$47.4K +700 +11%
PA
216
Pinnacle Associates
New York
$488K +$456K +6,727 New
PWMAG
217
Pinnacle Wealth Management Advisory Group
New Jersey
$488K +$456K +6,727 New
BTI
218
Blue Trust Inc
Georgia
$477K
PAIM
219
Punch & Associates Investment Management
Minnesota
$475K
MGIA
220
Moneta Group Investment Advisors
Missouri
$474K -$9.56K -141 -2%
CHA
221
Carmichael Hill & Associates
Maryland
$473K +$8.68K +128 +2%
IFWM
222
Institute for Wealth Management
Colorado
$472K +$224K +3,304 +103%
PVI
223
Pine Valley Investments
New Jersey
$464K -$30.1K -444 -6%
IP
224
Investment Partners
Ohio
$445K +$2.24K +33 +0.5%
AMBIA
225
Allen Mooney & Barnes Investment Advisors
Georgia
$444K +$2.64K +39 +0.6%