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Vanguard Russell 2000 Value ETF

172 hedge funds and large institutions have $426M invested in Vanguard Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

12% more funds holding

Funds holding: 153172 (+19)

11% more capital invested

Capital invested by funds: $384M → $426M (+$41.6M)

2.62% more ownership

Funds ownership: 47.02%49.65% (+2.6%)

Holders
172
Holders Change
+19
Holders Change %
+12.42%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
64
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Berkshire Asset Management
Pennsylvania
$3.82M +$11.9K +75 +0.3%
Goldman Sachs
27
Goldman Sachs
New York
$3.8M +$338K +2,136 +10%
BlackRock
28
BlackRock
New York
$3.69M +$717K +4,527 +24%
EH
29
Equitable Holdings
New York
$3.54M +$21.1K +133 +0.6%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.53M -$261K -1,647 -7%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.07M -$60K -379 -2%
PAG
32
Private Advisor Group
New Jersey
$3M +$2.21M +13,987 +295%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$2.77M
BCWM
34
Bartlett & Co Wealth Management
Ohio
$2.69M
RA
35
Rodgers & Associates
Pennsylvania
$2.63M -$46.1K -291 -2%
AFG
36
Allegheny Financial Group
Pennsylvania
$2.56M +$49.9K +315 +2%
PWA
37
Phoenix Wealth Advisors
North Carolina
$2.38M +$3.17K +20 +0.1%
WDG
38
Wealth Dimensions Group
Ohio
$2.37M -$9.34K -59 -0.4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.34M -$95.8K -605 -4%
LFWA
40
LBJ Family Wealth Advisors
Texas
$2.31M +$50.3K +318 +2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.3M +$361K +2,279 +19%
NI
42
NYL Investors
New York
$2.27M +$987K +6,235 +78%
DADC
43
D.A. Davidson & Co
Montana
$2.23M +$2.21M +13,970 New
CA
44
Clearstead Advisors
Ohio
$2.06M +$158 +1 +0%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$2.04M +$108K +682 +6%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.91M +$295K +1,866 +18%
FTS
47
Fifth Third Securities
Ohio
$1.88M +$74.2K +469 +4%
SF
48
Summit Financial
New Jersey
$1.76M -$414K -2,614 -19%
GAM
49
Gotham Asset Management
New York
$1.7M +$93.9K +593 +6%
GCM
50
Gibraltar Capital Management
Oklahoma
$1.7M -$99.7K -630 -6%