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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
TVAMP
76
Tennessee Valley Asset Management Partners
Tennessee
$512K -$3.72K -26 -0.7%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$509K +$58.1K +406 +13%
MML Investors Services
78
MML Investors Services
Massachusetts
$487K +$12.6K +88 +3%
Mariner
79
Mariner
Kansas
$482K -$143 -1 -0%
VF
80
Vawter Financial
Ohio
$480K -$12K -84 -3%
NA
81
NewEdge Advisors
Louisiana
$477K
VW
82
Vance Wealth
California
$461K +$27.5K +192 +7%
KPWS
83
Kestra Private Wealth Services
Texas
$441K
EH
84
Equitable Holdings
New York
$440K +$429K +2,993 New
KWAG
85
Kiely Wealth Advisory Group
North Carolina
$425K -$11.2K -78 -3%
Truist Financial
86
Truist Financial
North Carolina
$425K -$170K -1,185 -29%
SCM
87
Stordahl Capital Management
Colorado
$422K -$1.57K -11 -0.4%
FWP
88
FAS Wealth Partners
Kansas
$380K +$3.58K +25 +1%
CRC
89
Curi RMB Capital
Illinois
$372K
Prudential Financial
90
Prudential Financial
New Jersey
$347K +$6.87K +48 +2%
PWM
91
Perigon Wealth Management
California
$345K +$336K +2,345 New
CWM
92
Cornerstone Wealth Management
Missouri
$331K -$41.2K -288 -11%
PGA
93
Portland Global Advisors
Maine
$309K
TPWA
94
TRUE Private Wealth Advisors
Oregon
$296K +$30.1K +210 +12%
BPA
95
Beacon Pointe Advisors
California
$295K +$10.6K +74 +4%
Lido Advisors
96
Lido Advisors
California
$278K -$76.6K -535 -22%
FT
97
Fiduciary Trust
Massachusetts
$266K
SFA
98
Sequoia Financial Advisors
Ohio
$265K +$2.58K +18 +1%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$260K +$143 +1 +0.1%
FWTB
100
First Western Trust Bank
Colorado
$256K