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Vanguard Russell 2000 Value ETF

145 hedge funds and large institutions have $363M invested in Vanguard Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

12% more capital invested

Capital invested by funds: $325M → $363M (+$38.5M)

7% more funds holding

Funds holding: 135145 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.92% less ownership

Funds ownership: 46.12%45.21% (-0.92%)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
58
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$3.06M +$3.12M +25,146 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$2.91M -$96.7K -780 -3%
BC
28
Bartlett & Co
Ohio
$2.91M
BCWM
29
Bartlett & Co Wealth Management
Ohio
$2.91M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.87M +$663K +5,351 +29%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$2.84M +$68.8K +555 +2%
AFS
32
AFG Fiduciary Services
Massachusetts
$2.46M -$1.76M -14,227 -24%
JE
33
JMAC Enterprises
Pennsylvania
$2.43M +$72.8K +587 +3%
RRC
34
Relaxing Retirement Coach
Massachusetts
$2.4M -$17.2K -139 -0.7%
Jane Street
35
Jane Street
New York
$2.19M +$1.67M +13,489 +300%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$2.1M
RA
37
Rodgers & Associates
Pennsylvania
$2.03M +$60.1K +485 +3%
CWC
38
Carolinas Wealth Consulting
North Carolina
$2.02M +$250K +2,015 +14%
WDG
39
Wealth Dimensions Group
Ohio
$1.93M -$284K -2,288 -13%
SBL
40
Sargent Bickham Lagudis
Colorado
$1.91M +$33.7K +272 +2%
RJA
41
Raymond James & Associates
Florida
$1.79M +$16.7K +135 +0.9%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.72M
IWA
43
IVC Wealth Advisors
Pennsylvania
$1.71M +$52.9K +427 +3%
1WM
44
1900 Wealth Management
Texas
$1.58M +$194K +1,567 +14%
American Century Companies
45
American Century Companies
Missouri
$1.57M +$1.6M +12,882 New
CB
46
Commerce Bank
Missouri
$1.56M +$372K +3,002 +31%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$374K +3,014 +33%
CAN
48
Cetera Advisor Networks
California
$1.39M +$89K +718 +7%
FTS
49
Fifth Third Securities
Ohio
$1.38M +$4.09K +33 +0.3%
MECA
50
Miller Equity Capital Advisors
Texas
$1.37M