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Vanguard Russell 2000 Value ETF

145 hedge funds and large institutions have $363M invested in Vanguard Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

12% more capital invested

Capital invested by funds: $325M → $363M (+$38.5M)

7% more funds holding

Funds holding: 135145 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.92% less ownership

Funds ownership: 46.12%45.21% (-0.92%)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
58
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oppenheimer & Co
New York
$291K +$49.6K +400 +20%
ZF
102
Zhang Financial
Michigan
$289K
FWP
103
FAS Wealth Partners
Kansas
$285K +$4.21K +34 +1%
B
104
Bailard
California
$282K
JP Morgan Chase
105
JP Morgan Chase
New York
$276K +$42K +339 +18%
FAG
106
Financial Advisory Group
Texas
$256K +$5.58K +45 +2%
MGIA
107
Moneta Group Investment Advisors
Missouri
$239K -$61.2K -494 -22%
CAC
108
Certified Advisory Corp
Florida
$214K -$67.6K -545 -24%
SFA
109
Sequoia Financial Advisors
Ohio
$212K +$216K +1,743 New
SWA
110
Strategies Wealth Advisors
Michigan
$210K +$213K +1,721 New
First Manhattan
111
First Manhattan
New York
$164K -$167K -1,350 -50%
AIC
112
Archer Investment Corporation
Indiana
$124K +$126K +1,019 New
BLC
113
Brown, Lisle/Cummings
Rhode Island
$116K
CFD
114
Creative Financial Designs
Indiana
$100K +$86.9K +701 +565%
AF
115
Allworth Financial
California
$93.2K -$4.96K -40 -5%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$86.8K -$1.86K -15 -2%
CIA
117
Choate Investment Advisors
Massachusetts
$84.6K +$86.2K +695 New
BWM
118
Baystate Wealth Management
Massachusetts
$66K +$868 +7 +1%
GT
119
Glenmede Trust
Pennsylvania
$64.3K -$50.7K -409 -44%
GRP
120
Global Retirement Partners
California
$56.2K +$43.6K +352 +320%
CAL
121
Capital Advisors Ltd
Ohio
$45K
William Blair & Company
122
William Blair & Company
Illinois
$37.1K
GG
123
Gleason Group
Kentucky
$34.2K +$496 +4 +1%
ASN
124
Advisory Services Network
Georgia
$33.2K +$33.7K +272 New
FGAM
125
Financial Gravity Asset Management
Texas
$29.3K +$1.12K +9 +8%