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Vanguard Russell 2000 Value ETF

147 hedge funds and large institutions have $335M invested in Vanguard Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $191K | Put options by funds: $74K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $306M → $335M (+$29.4M)

3% more funds holding

Funds holding: 143147 (+4)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0.26% less ownership

Funds ownership: 41.83%41.57% (-0.26%)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
49
Reduced
48
Closed
9
Calls
$191K
Puts
$74K
Net Calls
+$117K
Net Calls Change
-$84K
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
51
Miracle Mile Advisors
California
$1.04M -$17.5K -122 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$1.02M +$316K +2,207 +47%
SPC
53
Sigma Planning Corp
Michigan
$970K +$8.88K +62 +0.9%
PAG
54
Private Advisor Group
New Jersey
$966K -$376K -2,623 -29%
TDWM
55
Topel & Distasi Wealth Management
California
$946K -$105K -736 -10%
1WM
56
1900 Wealth Management
Texas
$898K -$4.3K -30 -0.5%
RC
57
Roundview Capital
New Jersey
$895K -$5.01K -35 -0.6%
MFG
58
MidWestOne Financial Group
Iowa
$878K +$296K +2,064 +53%
BBNA
59
Bremer Bank National Association
Minnesota
$825K
FIM
60
Freedom Investment Management
Connecticut
$813K -$71.2K -497 -8%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$777K +$106K +740 +16%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$740K +$213K +1,488 +42%
OC
63
Oppenheimer & Co
New York
$707K +$12.2K +85 +2%
Osaic Holdings
64
Osaic Holdings
Arizona
$704K -$9.74K -68 -1%
AWS
65
Atria Wealth Solutions
New York
$693K +$69.2K +483 +11%
AFG
66
Allegheny Financial Group
Pennsylvania
$693K +$43.7K +305 +7%
Corient Private Wealth
67
Corient Private Wealth
Florida
$687K +$1.43K +10 +0.2%
PL
68
Plancorp LLC
Missouri
$679K -$2.58K -18 -0.4%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$651K -$19.8K -138 -3%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$646K -$13.2K -92 -2%
MAM
71
McLean Asset Management
Virginia
$645K -$1.72K -12 -0.3%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$623K +$5.3K +37 +0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$623K
MGIA
74
Moneta Group Investment Advisors
Missouri
$579K -$33.1K -231 -6%
BCM
75
BluePointe Capital Management
California
$534K