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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
OP
126
ORG Partners
Indiana
$163K +$1.05K +7 +0.6%
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$163K +$170K +1,127 New
AIC
128
Archer Investment Corporation
Indiana
$150K
BLC
129
Brown, Lisle/Cummings
Rhode Island
$137K
CB
130
Centennial Bank
Arkansas
$137K -$113K -749 -44%
CFD
131
Creative Financial Designs
Indiana
$137K
PPA
132
Painted Porch Advisors
California
$116K
HI
133
Harbour Investments
Wisconsin
$114K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$114K
AF
135
Allworth Financial
California
$113K
GG
136
Gleason Group
Kentucky
$109K +$752 +5 +0.7%
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$108K
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$98.3K -$3.01K -20 -3%
OFG
139
Oxford Financial Group
Indiana
$78.3K +$81.4K +541 New
GRP
140
Global Retirement Partners
California
$52.7K +$301 +2 +0.6%
SAM
141
Synergy Asset Management
Washington
$51.5K +$52.7K +350 New
PTC
142
Private Trust Company
Ohio
$41.1K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$34K +$14.9K +99 +73%
ME
144
McIlrath & Eck
Washington
$28.3K
GT
145
Glenmede Trust
Pennsylvania
$20K -$15K -100 -42%
BMC
146
Bear Mountain Capital
Washington
$18.6K -$9.33K -62 -33%
EAM
147
Eukles Asset Management
Ohio
$16.6K
AFS
148
Anderson Financial Strategies
Ohio
$14.5K +$15K +100 New
MCM
149
MAI Capital Management
Ohio
$14.5K +$15K +100 New
EB
150
Eastern Bank
Massachusetts
$13.9K