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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
Bank of America
1
Bank of America
North Carolina
$1.67B +$36.1M +451,614 +2%
Morgan Stanley
2
Morgan Stanley
New York
$376M +$6.99M +87,494 +2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$324M +$7.42M +92,861 +2%
UBS Group
4
UBS Group
Switzerland
$225M +$5.92M +73,992 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M +$622K +7,776 +0.4%
SAG
6
SageView Advisory Group
California
$167M -$12.9M -161,293 -7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$146M +$1.69M +21,177 +1%
LPL Financial
8
LPL Financial
California
$119M +$18.1M +226,324 +19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$106M +$179K +2,237 +0.2%
Citigroup
10
Citigroup
New York
$95M +$2.02M +25,252 +2%
Truist Financial
11
Truist Financial
North Carolina
$83.5M -$3.3M -41,297 -4%
Wells Fargo
12
Wells Fargo
California
$82.8M +$17.8M +222,555 +29%
Ameriprise
13
Ameriprise
Minnesota
$82M +$8.17M +102,226 +12%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$75.7M +$631K +7,892 +0.9%
RJA
15
Raymond James & Associates
Florida
$75.2M +$11.9M +149,035 +20%
GSIS
16
Global Strategic Investment Solutions
Arizona
$72.6M +$3.96M +49,490 +6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$65.2M -$597K -7,462 -0.9%
EH
18
Equitable Holdings
New York
$64M -$4.16K -52 -0%
AWA
19
Aaron Wealth Advisors
Illinois
$61.8M +$579K +7,244 +1%
WFA
20
WestHill Financial Advisors
California
$58.2M +$318K +3,974 +0.6%
AHSW
21
Adventist Health System West
California
$57.7M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$55.7M -$891K -11,148 -2%
CA
23
Cambridge Associates
Massachusetts
$53.3M -$21.8M -272,243 -30%
MML Investors Services
24
MML Investors Services
Massachusetts
$50M +$1.66M +20,703 +4%
HAFS
25
Hapanowicz & Associates Financial Services
Pennsylvania
$46.7M +$1.32M +16,518 +3%