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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
Bank of America
1
Bank of America
North Carolina
$65.5M +$155K +1,031 +0.2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.6M +$862K +5,726 +4%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M -$154K -1,025 -0.8%
LPL Financial
4
LPL Financial
California
$15.4M +$1.59M +10,567 +11%
Ameriprise
5
Ameriprise
Minnesota
$13.2M -$971K -6,451 -7%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$12.5M +$973K +6,464 +8%
BFA
7
Bragg Financial Advisors
North Carolina
$12.3M -$347K -2,308 -3%
VCM
8
Virtue Capital Management
Tennessee
$9.03M -$1.51M -10,023 -14%
FAC
9
Financial Advisory Corporation
Michigan
$8.22M +$8.55M +56,836 New
WFA
10
WestHill Financial Advisors
California
$8M +$186K +1,234 +2%
CWM
11
Congress Wealth Management
Massachusetts
$7.98M -$39.4K -262 -0.5%
CSIA
12
Carl Stuart Investment Advisor
Texas
$7.89M +$8.21M +54,551 New
SC
13
Savant Capital
Illinois
$7.38M -$64K -425 -0.8%
RWP
14
RWA Wealth Partners
Massachusetts
$5.21M -$146K -968 -3%
UBS Group
15
UBS Group
Switzerland
$5.11M +$68K +452 +1%
KAS
16
Kestra Advisory Services
Texas
$4.98M -$68.2K -453 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.37M +$290K +1,924 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.06M -$121K -807 -3%
Goldman Sachs
19
Goldman Sachs
New York
$3.85M +$62.7K +417 +2%
Wells Fargo
20
Wells Fargo
California
$3.67M -$95.7K -636 -2%
Franklin Resources
21
Franklin Resources
California
$3.62M -$2.86K -19 -0.1%
PW
22
Potentia Wealth
California
$3.61M +$3.76M +24,982 New
Two Sigma Investments
23
Two Sigma Investments
New York
$3.5M +$3.64M +24,200 New
JE
24
JMAC Enterprises
Pennsylvania
$3.47M +$31.1K +207 +0.9%
SAM
25
Silvercrest Asset Management
New York
$3.32M +$1.61M +10,667 +87%