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Vanguard Russell 2000 Value ETF

129 hedge funds and large institutions have $449M invested in Vanguard Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
44
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.2M +$400K +2,830 +50%
Stifel Financial
52
Stifel Financial
Missouri
$1.15M -$28.9K -205 -2%
TFA
53
Tobias Financial Advisors
Florida
$1.13M +$1.13M +7,995 New
CAN
54
Cetera Advisor Networks
California
$1.08M +$176K +1,249 +19%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$111K +783 +12%
TDWM
56
Topel & Distasi Wealth Management
California
$1.01M
5L
57
55I LLC
Massachusetts
$976K +$976K +6,914 New
FIM
58
Freedom Investment Management
Connecticut
$864K +$25.7K +182 +3%
SPC
59
Sigma Planning Corp
Michigan
$854K +$989 +7 +0.1%
BBNA
60
Bremer Bank National Association
Minnesota
$791K
Truist Financial
61
Truist Financial
North Carolina
$772K +$393K +2,782 +104%
WIA
62
World Investment Advisors
California
$740K +$847 +6 +0.1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$719K +$54.5K +401 +8%
SCM
64
Stordahl Capital Management
Colorado
$692K -$118K -833 -15%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$589K -$48.1K -341 -8%
AWS
66
Atria Wealth Solutions
New York
$583K +$583K +4,129 New
CFGS
67
Concourse Financial Group Securities
Alabama
$582K +$63.8K +452 +12%
PGA
68
Portland Global Advisors
Maine
$562K
ZF
69
Zhang Financial
Michigan
$548K +$6.07K +43 +1%
IA
70
Integrity Advisory
Kansas
$545K +$545K +3,859 New
IP
71
Ignite Planners
California
$536K -$8.26K -61 -2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$532K +$406K +2,795 +321%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$506K +$506K +3,585 New
FF
74
FourThought Financial
Florida
$488K +$488K +3,456 New
VAS
75
Vestmark Advisory Solutions
Massachusetts
$484K +$484K +3,426 New