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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
PWA
51
Phoenix Wealth Advisors
North Carolina
$1.31M +$1.33M +10,749 New
BAM
52
Berkshire Asset Management
Pennsylvania
$1.28M
RC
53
Roundview Capital
New Jersey
$1.24M
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.21M -$30.9K -249 -2%
PL
55
Plancorp LLC
Missouri
$1.03M +$17.5K +141 +2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.01M +$91.7K +740 +10%
Stifel Financial
57
Stifel Financial
Missouri
$996K +$868 +7 +0.1%
TFA
58
Tobias Financial Advisors
Florida
$954K
Truist Financial
59
Truist Financial
North Carolina
$952K +$126K +1,020 +15%
AWS
60
Atria Wealth Solutions
New York
$943K +$487K +3,925 +103%
TDWM
61
Topel & Distasi Wealth Management
California
$872K
MI
62
Mercer Investments
Massachusetts
$858K +$12.3K +99 +1%
CFGS
63
Concourse Financial Group Securities
Alabama
$827K -$4.71K -38 -0.6%
AMCA
64
Arthur M. Cohen & Associates
Illinois
$788K -$80.8K -652 -9%
LFWA
65
LBJ Family Wealth Advisors
Texas
$772K -$16.9M -136,605 -96%
SPC
66
Sigma Planning Corp
Michigan
$750K +$10.8K +87 +1%
FIM
67
Freedom Investment Management
Connecticut
$711K -$6.2K -50 -0.8%
VW
68
Vance Wealth
California
$703K -$184K -1,485 -20%
BBNA
69
Bremer Bank National Association
Minnesota
$683K
PFBT
70
Parkside Financial Bank & Trust
Missouri
$620K +$28.6K +231 +5%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$606K +$198K +1,597 +47%
HA
72
HC Advisors
Georgia
$583K +$128K +1,031 +27%
FFP
73
FourThought Financial Partners
Florida
$542K +$552K +4,451 New
Citadel Advisors
74
Citadel Advisors
Florida
$539K -$3.63M -29,278 -87%
VF
75
Vawter Financial
Ohio
$530K +$539K +4,350 New