We are live on ! Find out more
VONV icon

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
WSFS
201
Wilmington Savings Fund Society
Delaware
$785K +$488K +6,099 +184%
BBA
202
Braun-Bostich & Associates
Pennsylvania
$757K -$90.9K -1,137 -11%
CWP
203
Cyndeo Wealth Partners
Florida
$754K +$14.3K +179 +2%
BWM
204
Benchmark Wealth Management
Connecticut
$748K -$30K -375 -4%
DPW
205
DiNuzzo Private Wealth
Pennsylvania
$742K +$712K +8,904 New
TH
206
TCTC Holdings
Texas
$736K +$706K +8,834 New
VPWA
207
Vestia Personal Wealth Advisors
Indiana
$736K +$5.68K +71 +0.8%
IFWM
208
Institute for Wealth Management
Colorado
$727K +$226K +2,832 +48%
BA
209
Brightwater Advisory
Florida
$721K +$143K +1,784 +26%
KPP
210
Kings Path Partners
Texas
$718K
MAA
211
Mraz Amerine & Associates
California
$701K -$10.4K -130 -2%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$700K +$65.4K +818 +11%
HCC
213
Hirtle Callaghan & Co
Pennsylvania
$663K -$5.28K -66 -0.8%
PSP
214
Principal Street Partners
Tennessee
$655K
SPIO
215
Seven Post Investment Office
California
$652K
PAS
216
Park Avenue Securities
New York
$648K +$7.59K +95 +1%
US Bancorp
217
US Bancorp
Minnesota
$638K -$400 -5 -0.1%
CMI
218
Clare Market Investments
Texas
$634K -$8.39K -105 -1%
CBA
219
Coastal Bridge Advisors
Connecticut
$633K
KWA
220
Kingswood Wealth Advisors
California
$631K -$403K -5,042 -40%
MWA
221
Motive Wealth Advisors
Michigan
$625K
QC
222
Quent Capital
New York
$621K
FI
223
FWG Investments
Kentucky
$618K +$12.6K +158 +2%
EWM
224
Elevatus Welath Management
New York
$618K
Bank of New York Mellon
225
Bank of New York Mellon
New York
$609K -$53.9K -674 -8%