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Vanguard Russell 1000 Value ETF

455 hedge funds and large institutions have $7.15B invested in Vanguard Russell 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
6.18%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
64
Increased
177
Reduced
113
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.99B +$49M +593,171 +3%
LPL Financial
2
LPL Financial
California
$741M +$615M +7,451,591 +488%
Morgan Stanley
3
Morgan Stanley
New York
$479M +$26.3M +318,282 +6%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$339M +$11.4M +138,565 +3%
UBS Group
5
UBS Group
Switzerland
$224M +$2.75M +33,322 +1%
SAG
6
SageView Advisory Group
California
$213M +$16.9M +205,329 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$183M -$187K -2,264 -0.1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$133M -$11.2M -135,318 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$116M +$6.46M +78,220 +6%
Ameriprise
10
Ameriprise
Minnesota
$116M +$33.9M +411,085 +41%
Wells Fargo
11
Wells Fargo
California
$106M +$4.99M +60,479 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$91.6M -$8.42M -102,038 -8%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$84.3M +$2.67M +32,387 +3%
Truist Financial
14
Truist Financial
North Carolina
$84.2M +$484K +5,867 +0.6%
Franklin Resources
15
Franklin Resources
California
$82M -$22.2M -268,785 -21%
Citigroup
16
Citigroup
New York
$77.1M -$3.6M -43,673 -4%
GSIS
17
Global Strategic Investment Solutions
Arizona
$72.5M +$541K +6,559 +0.8%
EH
18
Equitable Holdings
New York
$67.7M +$4.33M +52,427 +7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$65.1M +$1.77M +21,390 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$61M +$5.58M +67,570 +10%
AWA
21
Aaron Wealth Advisors
Illinois
$59.5M -$3.01M -36,482 -5%
WFA
22
WestHill Financial Advisors
California
$59.4M +$444K +5,378 +0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$59.3M +$1.46M +17,734 +3%
AHSW
24
Adventist Health System West
California
$57.2M
Wellington Management Group
25
Wellington Management Group
Massachusetts
$48.7M +$48.7M +590,524 New