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Vanguard Russell 2000 Value ETF

163 hedge funds and large institutions have $358M invested in Vanguard Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

11% more funds holding

Funds holding: 147163 (+16)

7% more capital invested

Capital invested by funds: $335M → $358M (+$23M)

2.08% more ownership

Funds ownership: 41.57%43.65% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

Holders
163
Holders Change
+16
Holders Change %
+10.88%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
51
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
IVC Wealth Advisors
Pennsylvania
$1.24M -$12K -80 -0.9%
PFBT
52
Parkside Financial Bank & Trust
Missouri
$1.17M -$269K -1,791 -18%
MFG
53
MidWestOne Financial Group
Iowa
$1.15M +$299K +1,987 +33%
TFA
54
Tobias Financial Advisors
Florida
$1.11M
Stifel Financial
55
Stifel Financial
Missouri
$1.09M -$110K -730 -9%
ANTB
56
AMG National Trust Bank
Colorado
$1.09M +$1.13M +7,531 New
FFP
57
FourThought Financial Partners
Florida
$1.07M +$43.9K +292 +4%
JIC
58
Johnson Investment Counsel
Ohio
$1.01M +$1.05M +6,965 New
SPC
59
Sigma Planning Corp
Michigan
$958K +$5.42K +36 +0.5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$935K +$178K +1,186 +22%
TDWM
61
Topel & Distasi Wealth Management
California
$930K
GVAG
62
Great Valley Advisor Group
Delaware
$894K +$930K +6,180 New
PAG
63
Private Advisor Group
New Jersey
$885K -$67.7K -450 -7%
RC
64
Roundview Capital
New Jersey
$879K
MM
65
Morangie Management
Florida
$857K +$892K +5,929 New
AFG
66
Allegheny Financial Group
Pennsylvania
$827K +$153K +1,014 +22%
FIM
67
Freedom Investment Management
Connecticut
$792K -$6.77K -45 -0.8%
MMA
68
Miracle Mile Advisors
California
$767K -$263K -1,749 -25%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$728K
AWS
70
Atria Wealth Solutions
New York
$723K +$43.2K +287 +6%
OC
71
Oppenheimer & Co
New York
$697K +$3.01K +20 +0.4%
NA
72
Note Advisors
New York
$696K +$724K +4,810 New
Corient Private Wealth
73
Corient Private Wealth
Florida
$676K +$752 +5 +0.1%
VP
74
Verisail Partners
Georgia
$668K +$695K +4,621 New
MAM
75
McLean Asset Management
Virginia
$659K +$17.9K +119 +3%