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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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$658K +$18.8K +125 +3%
PL
77
Plancorp LLC
Missouri
$652K -$16.3K -108 -2%
MFF
78
Michels Family Financial
Texas
$647K +$673K +4,475 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$632K -$2.71K -18 -0.4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$614K
Osaic Holdings
81
Osaic Holdings
Arizona
$607K -$88.2K -586 -12%
1WM
82
1900 Wealth Management
Texas
$595K -$299K -1,985 -33%
ISFAN
83
Investor's Fiduciary Advisor Network
Washington
$551K +$574K +3,816 New
MGIA
84
Moneta Group Investment Advisors
Missouri
$545K -$25.6K -170 -4%
BCM
85
BluePointe Capital Management
California
$525K
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$505K
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$505K +$4.97K +33 +1%
Mariner
88
Mariner
Kansas
$501K +$28.3K +188 +6%
Truist Financial
89
Truist Financial
North Carolina
$493K +$78.5K +522 +18%
MML Investors Services
90
MML Investors Services
Massachusetts
$482K +$3.91K +26 +0.8%
VF
91
Vawter Financial
Ohio
$472K
NA
92
NewEdge Advisors
Louisiana
$469K
VW
93
Vance Wealth
California
$462K +$8.73K +58 +2%
SW
94
SVB Wealth
Massachusetts
$462K +$480K +3,192 New
RWM
95
Rialto Wealth Management
New York
$442K +$460K +3,054 New
KPWS
96
Kestra Private Wealth Services
Texas
$434K
Jane Street
97
Jane Street
New York
$409K +$426K +2,830 New
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$402K +$419K +2,782 New
KWAG
99
Kiely Wealth Advisory Group
North Carolina
$400K +$602 +4 +0.1%
SCM
100
Stordahl Capital Management
Colorado
$394K -$28.9K -192 -7%