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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
Ameriprise
1
Ameriprise
Minnesota
$81.6M +$3.16M +25,491 +4%
Bank of America
2
Bank of America
North Carolina
$57.7M +$1.55M +12,502 +3%
CAM
3
Crestone Asset Management
Colorado
$13.6M -$2.74M -22,118 -17%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M +$1.83M +14,736 +16%
BFA
5
Bragg Financial Advisors
North Carolina
$11.2M -$165K -1,331 -1%
UBS Group
6
UBS Group
Switzerland
$7.93M +$392K +3,165 +5%
VCM
7
Virtue Capital Management
Tennessee
$7.83M +$6.11M +49,293 +328%
LPL Financial
8
LPL Financial
California
$7.46M +$1.39M +11,218 +22%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$6.42M +$245K +1,978 +4%
SC
10
Savant Capital
Illinois
$6.24M -$50.6K -408 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.72M +$401K +3,233 +7%
WFA
12
WestHill Financial Advisors
California
$5.6M -$22.6K -182 -0.4%
MWM
13
Moran Wealth Management
Florida
$5.06M +$5.15M +41,567 New
Goldman Sachs
14
Goldman Sachs
New York
$5.02M +$1.29M +10,386 +34%
RCIM
15
Red Cedar Investment Management
Michigan
$4.99M +$55.4K +447 +1%
KAS
16
Kestra Advisory Services
Texas
$4.4M -$57.6K -465 -1%
Wells Fargo
17
Wells Fargo
California
$4.11M +$1.08M +8,722 +35%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$3.9M
MMA
19
Miracle Mile Advisors
California
$3.88M +$72K +581 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.61M -$563K -4,539 -13%
SFG
21
Sterling Financial Group
California
$3.46M +$3.52M +28,430 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.46M +$504K +4,063 +17%
SAM
23
Silvercrest Asset Management
New York
$3.22M +$138K +1,110 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.17M +$796K +6,419 +33%
Franklin Resources
25
Franklin Resources
California
$3.16M