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Vanguard Russell 2000 Value ETF

146 hedge funds and large institutions have $335M invested in Vanguard Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
49
Reduced
47
Closed
9
Calls
$191K
Puts
$74K
Net Calls
+$117K
Net Calls Change
-$84K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.5M 451,660 -25,306 -5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.1M 157,302 +4,404 +3%
Morgan Stanley
3
Morgan Stanley
New York
$19.1M 130,099 +11,157 +9%
Ameriprise
4
Ameriprise
Minnesota
$14.4M 97,540 -9,007 -8%
LPL Financial
5
LPL Financial
California
$14.1M 95,995 +9,476 +11%
BFA
6
Bragg Financial Advisors
North Carolina
$12.8M 87,109 -1,668 -2%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$11.8M 80,124 -913 -1%
VCM
8
Virtue Capital Management
Tennessee
$10.7M 72,468 +10,749 +17%
CWM
9
Congress Wealth Management
Massachusetts
$8.16M 55,458 -710 -1%
WFA
10
WestHill Financial Advisors
California
$7.96M 54,106 +689 +1%
SC
11
Savant Capital
Illinois
$7.57M 51,447 -663 -1%
RWP
12
RWA Wealth Partners
Massachusetts
$5.44M 37,000 -85 -0.2%
KAS
13
Kestra Advisory Services
Texas
$5.14M 34,916 -432 -1%
UBS Group
14
UBS Group
Switzerland
$5.13M 34,881 -2,815 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.95M 33,646 +15,468 +85%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.25M 28,868 +1,249 +5%
RCIM
17
Red Cedar Investment Management
Michigan
$4.19M 28,483 +281 +1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.16M 28,288 +1,874 +7%
Goldman Sachs
19
Goldman Sachs
New York
$3.86M 26,215 -6,182 -19%
Wells Fargo
20
Wells Fargo
California
$3.83M 26,012 +3,324 +15%
Franklin Resources
21
Franklin Resources
California
$3.69M 25,052 -231 -0.9%
JE
22
JMAC Enterprises
Pennsylvania
$3.5M 23,786 +609 +3%
BCWM
23
Bartlett & Co Wealth Management
Ohio
$3.19M 21,655
IFWM
24
Institute for Wealth Management
Colorado
$3.18M 21,577 +76 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.17M 21,532 -952 -4%