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Vanguard Russell 2000 Value ETF

143 hedge funds and large institutions have $306M invested in Vanguard Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $268K | Put options by funds: $67K

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1.39% less ownership

Funds ownership: 43.23%41.83% (-1.4%)

3% less funds holding

Funds holding: 147143 (-4)

13% less capital invested

Capital invested by funds: $353M → $306M (-$47M)

29% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
37
Reduced
52
Closed
16
Calls
$268K
Puts
$67K
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
BluePointe Capital Management
California
$488K
Neuberger Berman Group
77
Neuberger Berman Group
New York
$475K
TVAMP
78
Tennessee Valley Asset Management Partners
Tennessee
$472K +$474K +3,518 New
VF
79
Vawter Financial
Ohio
$448K -$80.8K -600 -15%
Mariner
80
Mariner
Kansas
$439K
NA
81
NewEdge Advisors
Louisiana
$435K
MML Investors Services
82
MML Investors Services
Massachusetts
$432K +$37.7K +280 +10%
SW
83
SVB Wealth
Massachusetts
$428K -$471K -3,492 -52%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$409K +$20.5K +152 +5%
KPWS
85
Kestra Private Wealth Services
Texas
$402K
VW
86
Vance Wealth
California
$395K +$17.8K +132 +5%
SCM
87
Stordahl Capital Management
Colorado
$392K -$1.48K -11 -0.4%
KWAG
88
Kiely Wealth Advisory Group
North Carolina
$387K -$1.75K -13 -0.5%
OMC
89
Old Mission Capital
Illinois
$377K +$379K +2,813 New
VPWA
90
Vestia Personal Wealth Advisors
Indiana
$344K +$345K +2,563 New
FWP
91
FAS Wealth Partners
Kansas
$343K
CWM
92
Cornerstone Wealth Management
Missouri
$340K +$14.4K +107 +4%
CRC
93
Curi RMB Capital
Illinois
$339K
Lido Advisors
94
Lido Advisors
California
$327K -$15K -111 -4%
Prudential Financial
95
Prudential Financial
New Jersey
$309K +$9.43K +70 +3%
PGA
96
Portland Global Advisors
Maine
$282K
AAS
97
Avantax Advisory Services
Texas
$270K -$1.89K -14 -0.7%
BPA
98
Beacon Pointe Advisors
California
$259K -$86.8K -644 -25%
FT
99
Fiduciary Trust
Massachusetts
$243K -$243K -1,800 -50%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$241K +$30.3K +225 +14%