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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
Bank of America
1
Bank of America
North Carolina
$1.4B +$115M +1,699,582 +10%
Morgan Stanley
2
Morgan Stanley
New York
$614M +$319M +4,702,735 +125%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$245M +$8.43M +124,397 +4%
UBS Group
4
UBS Group
Switzerland
$190M +$37.9M +558,711 +27%
SAG
5
SageView Advisory Group
California
$173M +$28.7M +422,824 +22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$163M +$4.03M +59,428 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$126M +$1.89M +27,899 +2%
LPL Financial
8
LPL Financial
California
$88.8M -$64.6M -952,432 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$80.1M +$9.01M +132,873 +14%
Citigroup
10
Citigroup
New York
$80M -$349K -5,147 -0.5%
EH
11
Equitable Holdings
New York
$75.5M -$917K -13,523 -1%
Truist Financial
12
Truist Financial
North Carolina
$74.2M +$2.5M +36,936 +4%
CA
13
Cambridge Associates
Massachusetts
$68.1M -$3.53M -52,031 -5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$67.8M +$1.82M +26,905 +3%
Wells Fargo
15
Wells Fargo
California
$65.6M -$539K -7,948 -0.9%
GSIS
16
Global Strategic Investment Solutions
Arizona
$62.5M -$1.74M -25,622 -3%
AWA
17
Aaron Wealth Advisors
Illinois
$51.9M +$1.73M +25,565 +4%
AHSW
18
Adventist Health System West
California
$50.3M
Goldman Sachs
19
Goldman Sachs
New York
$49.5M -$3.57M -52,724 -7%
WFA
20
WestHill Financial Advisors
California
$49M +$450K +6,638 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$48.1M +$952K +14,049 +2%
Ameriprise
22
Ameriprise
Minnesota
$47M +$5.01M +73,985 +13%
CAM
23
Crestone Asset Management
Colorado
$36.8M +$539K +7,957 +2%
HAFS
24
Hapanowicz & Associates Financial Services
Pennsylvania
$33.2M +$1.08M +15,943 +4%
Comerica Bank
25
Comerica Bank
Texas
$31.1M +$582K +8,587 +2%