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Vanguard Russell 2000 Value ETF

156 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$338K
BPA
102
Beacon Pointe Advisors
California
$321K
Osaic Holdings
103
Osaic Holdings
Arizona
$288K
PGA
104
Portland Global Advisors
Maine
$279K
SFA
105
Sequoia Financial Advisors
Ohio
$276K
TPWA
106
TRUE Private Wealth Advisors
Oregon
$269K
WA
107
Waverly Advisors
Alabama
$260K
AWS
108
Atria Wealth Solutions
New York
$254K
FPAS
109
Focus Partners Advisor Solutions
Missouri
$253K
BA
110
Bridgewater Advisors
New York
$251K
AFG
111
Atomi Financial Group
New York
$248K
NWM
112
Northwest Wealth Management
Iowa
$236K
FWTB
113
First Western Trust Bank
Colorado
$231K
Bank of New York Mellon
114
Bank of New York Mellon
New York
$228K
CB
115
Centennial Bank
Arkansas
$225K
ITIM
116
Indiana Trust & Investment Management
Indiana
$222K
Jones Financial Companies
117
Jones Financial Companies
Missouri
$210K
Lido Advisors
118
Lido Advisors
California
$208K
HF
119
HRT Financial
New York
$207K
B
120
Bailard
California
$203K
Comerica Bank
121
Comerica Bank
Texas
$200K
ACA
122
Aptus Capital Advisors
Alabama
$164K
SCM
123
Sterling Capital Management
North Carolina
$151K
GWANC
124
Guardian Wealth Advisors (North Carolina)
North Carolina
$151K
AIC
125
Archer Investment Corporation
Indiana
$138K