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Vanguard Russell 2000 Value ETF

145 hedge funds and large institutions have $312M invested in Vanguard Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

6.2% less ownership

Funds ownership: 48.29%42.08% (-6.2%)

19% less capital invested

Capital invested by funds: $385M → $312M (-$73.5M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$470K -$29.9K -237 -6%
VF
77
Vawter Financial
Ohio
$460K -$63K -500 -11%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$444K -$9.71K -77 -2%
FT
79
Fiduciary Trust
Massachusetts
$431K
SIA
80
Stegner Investment Associates
Kentucky
$424K
Neuberger Berman Group
81
Neuberger Berman Group
New York
$417K
SW
82
SVB Wealth
Massachusetts
$399K
MAM
83
McLean Asset Management
Virginia
$396K +$104K +824 +33%
NA
84
NewEdge Advisors
Louisiana
$387K +$9.45K +75 +2%
AFG
85
Allegheny Financial Group
Pennsylvania
$381K -$8.32K -66 -2%
CWM
86
Cornerstone Wealth Management
Missouri
$373K +$46.1K +366 +13%
KPWS
87
Kestra Private Wealth Services
Texas
$358K +$50.4K +400 +15%
Lido Advisors
88
Lido Advisors
California
$355K -$161K -1,280 -30%
SCM
89
Stordahl Capital Management
Colorado
$354K -$5.67K -45 -1%
GJIA
90
Glass Jacobson Investment Advisors
Maryland
$350K +$2.52K +20 +0.7%
Two Sigma Investments
91
Two Sigma Investments
New York
$346K +$366K +2,900 New
Mariner
92
Mariner
Kansas
$343K -$20.9K -166 -5%
MML Investors Services
93
MML Investors Services
Massachusetts
$340K -$18K -143 -5%
IP
94
Ignite Planners
California
$338K -$78.3K -621 -18%
B
95
Bailard
California
$324K +$6.3K +50 +2%
WCM
96
Wealthcare Capital Management
Virginia
$324K -$38.6K -306 -10%
MGIA
97
Moneta Group Investment Advisors
Missouri
$317K
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$315K +$332K +2,637 New
FTUS
99
Flow Traders U.S.
New York
$311K -$1.57M -12,465 -83%
CRC
100
Curi RMB Capital
Illinois
$302K