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Vanguard Russell 2000 Value ETF

161 hedge funds and large institutions have $358M invested in Vanguard Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
161
Holders Change
+15
Holders Change %
+10.27%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
51
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$65.5M 452,691 +1,031 +0.2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.6M 163,028 +5,726 +4%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M 129,074 -1,025 -0.8%
LPL Financial
4
LPL Financial
California
$15.4M 106,562 +10,567 +11%
Ameriprise
5
Ameriprise
Minnesota
$13.2M 91,089 -6,451 -7%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$12.5M 86,588 +6,464 +8%
BFA
7
Bragg Financial Advisors
North Carolina
$12.3M 84,801 -2,308 -3%
VCM
8
Virtue Capital Management
Tennessee
$9.03M 62,445 -10,023 -14%
FAC
9
Financial Advisory Corporation
Michigan
$8.22M 56,836 +56,836 New
WFA
10
WestHill Financial Advisors
California
$8M 55,340 +1,234 +2%
CWM
11
Congress Wealth Management
Massachusetts
$7.98M 55,196 -262 -0.5%
CSIA
12
Carl Stuart Investment Advisor
Texas
$7.89M 54,551 +54,551 New
SC
13
Savant Capital
Illinois
$7.38M 51,022 -425 -0.8%
RWP
14
RWA Wealth Partners
Massachusetts
$5.21M 36,032 -968 -3%
UBS Group
15
UBS Group
Switzerland
$5.11M 35,333 +452 +1%
KAS
16
Kestra Advisory Services
Texas
$4.98M 34,463 -453 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.37M 30,212 +1,924 +7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.06M 28,061 -807 -3%
Goldman Sachs
19
Goldman Sachs
New York
$3.85M 26,632 +417 +2%
Wells Fargo
20
Wells Fargo
California
$3.67M 25,376 -636 -2%
Franklin Resources
21
Franklin Resources
California
$3.62M 25,033 -19 -0.1%
PW
22
Potentia Wealth
California
$3.61M 24,982 +24,982 New
Two Sigma Investments
23
Two Sigma Investments
New York
$3.5M 24,200 +24,200 New
JE
24
JMAC Enterprises
Pennsylvania
$3.47M 23,993 +207 +0.9%
SAM
25
Silvercrest Asset Management
New York
$3.32M 22,946 +10,667 +87%