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Vanguard Russell 2000 Value ETF

148 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $312M → $403M (+$91.3M)

6.89% more ownership

Funds ownership: 42.08%48.97% (+6.9%)

2% more funds holding

Funds holding: 145148 (+3)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
47
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
76
Vawter Financial
Ohio
$539K +$11.6K +95 +2%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$502K -$5.24K -43 -1%
BCM
78
BluePointe Capital Management
California
$495K +$442K +3,627 New
FT
79
Fiduciary Trust
Massachusetts
$493K
Neuberger Berman Group
80
Neuberger Berman Group
New York
$477K
Mariner
81
Mariner
Kansas
$467K +$66.4K +545 +19%
HA
82
HC Advisors
Georgia
$467K -$171K -1,400 -29%
MML Investors Services
83
MML Investors Services
Massachusetts
$428K +$35.5K +291 +10%
NA
84
NewEdge Advisors
Louisiana
$420K -$8.17K -67 -2%
Lido Advisors
85
Lido Advisors
California
$420K +$11.8K +97 +3%
KPWS
86
Kestra Private Wealth Services
Texas
$410K
SCM
87
Stordahl Capital Management
Colorado
$408K +$2.92K +24 +0.8%
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$403K +$2.56K +21 +0.7%
CWM
89
Cornerstone Wealth Management
Missouri
$383K -$39.3K -322 -10%
VW
90
Vance Wealth
California
$383K -$288K -2,361 -46%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$380K -$1.3M -10,646 -79%
B
92
Bailard
California
$371K
BPA
93
Beacon Pointe Advisors
California
$353K +$16.5K +135 +6%
FWP
94
FAS Wealth Partners
Kansas
$348K +$21.2K +174 +7%
CRC
95
Curi RMB Capital
Illinois
$345K
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$335K -$22.6K -185 -7%
MGIA
97
Moneta Group Investment Advisors
Missouri
$331K -$27.9K -229 -9%
Comerica Bank
98
Comerica Bank
Texas
$326K +$41.8K +343 +17%
Prudential Financial
99
Prudential Financial
New Jersey
$310K +$22.1K +181 +9%
AAS
100
Avantax Advisory Services
Texas
$299K -$19.5K -160 -7%