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Vanguard Russell 2000 Value ETF

145 hedge funds and large institutions have $312M invested in Vanguard Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

6.2% less ownership

Funds ownership: 48.29%42.08% (-6.2%)

19% less capital invested

Capital invested by funds: $385M → $312M (-$73.5M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$293K -$1.76K -14 -0.6%
FWP
102
FAS Wealth Partners
Kansas
$284K +$2.02K +16 +0.7%
AAS
103
Avantax Advisory Services
Texas
$281K -$5.29K -42 -2%
IFG
104
Independent Financial Group
California
$278K -$233K -1,851 -44%
FCBT
105
First Citizens Bank & Trust
North Carolina
$268K -$34.2M -271,232 -99%
Prudential Financial
106
Prudential Financial
New Jersey
$250K +$33.8K +268 +15%
Comerica Bank
107
Comerica Bank
Texas
$244K +$258K +2,043 New
SFA
108
Sequoia Financial Advisors
Ohio
$211K +$1.51K +12 +0.7%
FWTB
109
First Western Trust Bank
Colorado
$208K
Bank of New York Mellon
110
Bank of New York Mellon
New York
$203K +$126 +1 +0.1%
ITIM
111
Indiana Trust & Investment Management
Indiana
$199K +$211K +1,670 New
First Manhattan
112
First Manhattan
New York
$143K
AIC
113
Archer Investment Corporation
Indiana
$122K
BLC
114
Brown, Lisle/Cummings
Rhode Island
$113K
CFD
115
Creative Financial Designs
Indiana
$98.5K
AF
116
Allworth Financial
California
$91.3K
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$83.5K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$68.5K +$67.1K +532 +1,267%
BWM
119
Baystate Wealth Management
Massachusetts
$66.1K +$504 +4 +0.7%
GT
120
Glenmede Trust
Pennsylvania
$63K
AC
121
AlphaCore Capital
California
$49.1K
CAL
122
Capital Advisors Ltd
Ohio
$44K
GRP
123
Global Retirement Partners
California
$41K +$252 +2 +0.6%
GG
124
Gleason Group
Kentucky
$34.1K +$252 +2 +0.7%
ME
125
McIlrath & Eck
Washington
$23.4K