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Vanguard Russell 2000 Value ETF

135 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more funds holding

Funds holding: 128135 (+7)

1.88% more ownership

Funds ownership: 44.24%46.12% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

8% less capital invested

Capital invested by funds: $355M → $325M (-$30M)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% 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
17
Increased
43
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$73.1M +$4.21M +33,226 +5%
Bank of America
2
Bank of America
North Carolina
$52.3M -$10.9M -85,811 -16%
CAM
3
Crestone Asset Management
Colorado
$15.2M -$4.25M -33,512 -20%
BFA
4
Bragg Financial Advisors
North Carolina
$10.6M +$59.3K +468 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M -$377K -2,971 -3%
UBS Group
6
UBS Group
Switzerland
$7.02M +$73.9K +583 +1%
SC
7
Savant Capital
Illinois
$5.86M +$6.55M +51,692 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$5.75M +$540K +4,257 +9%
LPL Financial
9
LPL Financial
California
$5.67M +$804K +6,341 +15%
WFA
10
WestHill Financial Advisors
California
$5.23M +$75.7K +597 +1%
LFWA
11
LBJ Family Wealth Advisors
Texas
$5.22M +$17.4M +137,540 +2,545%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.96M -$2.55M -20,114 -31%
RCIM
13
Red Cedar Investment Management
Michigan
$4.59M +$15.3K +121 +0.3%
TRCT
14
Tower Research Capital (TRC)
New York
$4.46M +$2.16M +17,077 +77%
KAS
15
Kestra Advisory Services
Texas
$4.14M -$2.54K -20 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.87M -$547K -4,317 -11%
Citadel Advisors
17
Citadel Advisors
Florida
$3.82M -$372K -2,937 -8%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$3.63M +$112K +887 +3%
MMA
19
Miracle Mile Advisors
California
$3.54M +$86.1K +679 +2%
Goldman Sachs
20
Goldman Sachs
New York
$3.49M -$36.6K -289 -0.9%
Franklin Resources
21
Franklin Resources
California
$2.94M
SAM
22
Silvercrest Asset Management
New York
$2.87M -$1.38M -10,856 -30%
Wells Fargo
23
Wells Fargo
California
$2.84M +$432K +3,406 +16%
AFS
24
AFG Fiduciary Services
Massachusetts
$2.83M +$5.83M +45,975 +354%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.75M +$208K +1,642 +7%