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Vanguard Russell 2000 Value ETF

128 hedge funds and large institutions have $355M invested in Vanguard Russell 2000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 44.34%44.24% (-0.1%)

1% less funds holding

Funds holding: 129128 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

21% less capital invested

Capital invested by funds: $449M → $355M (-$94.3M)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$1.09M +$23.2K +178 +2%
VCM
52
Virtue Capital Management
Tennessee
$1.08M -$4.25M -32,556 -78%
CAN
53
Cetera Advisor Networks
California
$1.07M +$173K +1,322 +17%
MI
54
Mercer Investments
Massachusetts
$1.06M -$325K -2,493 -22%
PL
55
Plancorp LLC
Missouri
$1.02M
Stifel Financial
56
Stifel Financial
Missouri
$972K +$4.83K +37 +0.5%
TFA
57
Tobias Financial Advisors
Florida
$944K -$9.53K -73 -0.9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$937K -$108K -828 -10%
CL
59
CPWM LLC
Washington
$932K +$673K +5,155 +193%
TDWM
60
Topel & Distasi Wealth Management
California
$854K
AMCA
61
Arthur M. Cohen & Associates
Illinois
$848K +$707K +5,419 +319%
Truist Financial
62
Truist Financial
North Carolina
$837K +$203K +1,554 +28%
SPC
63
Sigma Planning Corp
Michigan
$721K
MGIA
64
Moneta Group Investment Advisors
Missouri
$714K +$782K +5,992 New
FIM
65
Freedom Investment Management
Connecticut
$712K -$18.1K -139 -2%
WIA
66
World Investment Advisors
California
$703K +$12.1K +93 +2%
CFGS
67
Concourse Financial Group Securities
Alabama
$676K +$199K +1,526 +37%
BBNA
68
Bremer Bank National Association
Minnesota
$668K
LFWA
69
LBJ Family Wealth Advisors
Texas
$644K +$15.5K +119 +2%
VW
70
Vance Wealth
California
$548K +$600K +4,600 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$523K +$573K +4,391 New
SCM
72
Stordahl Capital Management
Colorado
$522K -$68.1K -522 -11%
IP
73
Ignite Planners
California
$485K
AWS
74
Atria Wealth Solutions
New York
$475K -$18.3K -140 -3%
PGA
75
Portland Global Advisors
Maine
$474K