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Vanguard Russell 2000 Value ETF

146 hedge funds and large institutions have $352M invested in Vanguard Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
17
Increased
43
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
51
Tobias Financial Advisors
Florida
$1.07M
1WM
52
1900 Wealth Management
Texas
$1.05M -$352K -2,517 -25%
MMA
53
Miracle Mile Advisors
California
$1.01M -$227K -1,625 -18%
TDWM
54
Topel & Distasi Wealth Management
California
$1M
PBF
55
Petix & Botte Financial
California
$1M +$1M +7,164 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$943K -$3.78M -27,017 -80%
SW
57
SVB Wealth
Massachusetts
$935K
SPC
58
Sigma Planning Corp
Michigan
$913K +$913K +6,529 New
FFP
59
FourThought Financial Partners
Florida
$886K -$12.6K -90 -1%
RC
60
Roundview Capital
New Jersey
$864K
FIM
61
Freedom Investment Management
Connecticut
$852K -$12.2K -87 -1%
BBNA
62
Bremer Bank National Association
Minnesota
$784K
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$741K -$1.24M -8,847 -63%
SAG
64
SageView Advisory Group
California
$732K +$732K +9,473 New
Osaic Holdings
65
Osaic Holdings
Arizona
$713K -$222K -1,590 -24%
MAM
66
McLean Asset Management
Virginia
$676K +$35.7K +259 +6%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$674K +$97.7K +697 +17%
Corient Private Wealth
68
Corient Private Wealth
Florida
$653K -$385K -2,757 -37%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$639K -$84.7K -606 -12%
Truist Financial
70
Truist Financial
North Carolina
$622K +$1.4K +10 +0.2%
OC
71
Oppenheimer & Co
New York
$618K +$13.3K +95 +2%
MGIA
72
Moneta Group Investment Advisors
Missouri
$593K +$254K +1,816 +75%
AWS
73
Atria Wealth Solutions
New York
$579K -$185K -1,325 -24%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$557K +$42.8K +306 +8%
VF
75
Vawter Financial
Ohio
$552K