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Vanguard Russell 2000 Value ETF

136 hedge funds and large institutions have $343M invested in Vanguard Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
41
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.04M +$685K +5,681 +192%
PL
52
Plancorp LLC
Missouri
$1.02M -$603 -5 -0.1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$996K +$669K +5,550 +205%
Stifel Financial
54
Stifel Financial
Missouri
$995K +$9.16K +76 +0.9%
AWS
55
Atria Wealth Solutions
New York
$963K +$29.5K +245 +3%
TFA
56
Tobias Financial Advisors
Florida
$944K
CFGS
57
Concourse Financial Group Securities
Alabama
$865K +$46.6K +387 +6%
TDWM
58
Topel & Distasi Wealth Management
California
$863K
MI
59
Mercer Investments
Massachusetts
$852K +$3.25K +27 +0.4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$850K -$148K -1,232 -15%
AFS
61
AFG Fiduciary Services
Massachusetts
$828K -$4.56M -37,846 -85%
Truist Financial
62
Truist Financial
North Carolina
$812K -$130K -1,076 -14%
AMCA
63
Arthur M. Cohen & Associates
Illinois
$777K
LFWA
64
LBJ Family Wealth Advisors
Texas
$755K -$9.04K -75 -1%
SPC
65
Sigma Planning Corp
Michigan
$745K +$2.89K +24 +0.4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$692K +$91.5K +759 +15%
FIM
67
Freedom Investment Management
Connecticut
$677K -$26.6K -221 -4%
BBNA
68
Bremer Bank National Association
Minnesota
$675K
PFBT
69
Parkside Financial Bank & Trust
Missouri
$620K +$6.63K +55 +1%
VW
70
Vance Wealth
California
$589K -$107K -886 -15%
HA
71
HC Advisors
Georgia
$578K +$1.09K +9 +0.2%
FFP
72
FourThought Financial Partners
Florida
$536K
Bank of New York Mellon
73
Bank of New York Mellon
New York
$528K +$50.1K +416 +10%
VF
74
Vawter Financial
Ohio
$524K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$496K