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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

364 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 58 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
58
Increased
119
Reduced
115
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
UBS Group
3
UBS Group
Switzerland
$190M
4
SAG
4
SageView Advisory Group
California
$173M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$28.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$88.8M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$10.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$521K
5
RCIM
5
Red Cedar Investment Management
Michigan
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.4B 19,325,319 +1,699,582 +10%
Morgan Stanley
2
Morgan Stanley
New York
$614M 8,457,740 +4,702,735 +125%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$245M 3,382,159 +124,397 +4%
UBS Group
4
UBS Group
Switzerland
$190M 2,616,087 +558,711 +27%
SAG
5
SageView Advisory Group
California
$173M 2,352,081 +422,824 +22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$163M 2,242,132 +59,428 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$126M 1,737,071 +27,899 +2%
LPL Financial
8
LPL Financial
California
$88.8M 1,223,923 -952,432 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$80.1M 1,104,438 +132,873 +14%
Citigroup
10
Citigroup
New York
$80M 1,103,456 -5,147 -0.5%
EH
11
Equitable Holdings
New York
$75.5M 1,041,187 -13,523 -1%
Truist Financial
12
Truist Financial
North Carolina
$74.2M 1,022,706 +36,936 +4%
CA
13
Cambridge Associates
Massachusetts
$68.1M 938,665 -52,031 -5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$67.8M 934,859 +26,905 +3%
Wells Fargo
15
Wells Fargo
California
$65.6M 904,300 -7,948 -0.9%
GSIS
16
Global Strategic Investment Solutions
Arizona
$62.5M 862,247 -25,622 -3%
AWA
17
Aaron Wealth Advisors
Illinois
$51.9M 715,083 +25,565 +4%
AHSW
18
Adventist Health System West
California
$50.3M 692,800 – –
Goldman Sachs
19
Goldman Sachs
New York
$49.5M 682,372 -52,724 -7%
WFA
20
WestHill Financial Advisors
California
$49M 676,064 +6,638 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$48.1M 663,133 +14,049 +2%
Ameriprise
22
Ameriprise
Minnesota
$47M 647,805 +73,985 +13%
CAM
23
Crestone Asset Management
Colorado
$36.8M 506,635 +7,957 +2%
HAFS
24
Hapanowicz & Associates Financial Services
Pennsylvania
$33.2M 457,326 +15,943 +4%
Comerica Bank
25
Comerica Bank
Texas
$31.1M 428,636 +8,587 +2%
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