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Vanguard Russell 2000 Value ETF

157 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
59
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.7M 433,635 -19,056 -4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23M 172,778 +9,750 +6%
Morgan Stanley
3
Morgan Stanley
New York
$17.6M 132,157 +3,083 +2%
LPL Financial
4
LPL Financial
California
$14.8M 111,571 +5,009 +5%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.3M 92,046 +5,458 +6%
Ameriprise
6
Ameriprise
Minnesota
$11.3M 85,280 -5,809 -6%
BFA
7
Bragg Financial Advisors
North Carolina
$11.3M 84,759 -42 -0%
VCM
8
Virtue Capital Management
Tennessee
$7.84M 58,898 -3,547 -6%
WFA
9
WestHill Financial Advisors
California
$7.6M 57,106 +1,766 +3%
CWM
10
Congress Wealth Management
Massachusetts
$7.21M 54,149 -1,047 -2%
FAC
11
Financial Advisory Corporation
Michigan
$7.16M 53,782 -3,054 -5%
SC
12
Savant Capital
Illinois
$6.72M 50,484 -538 -1%
IFWM
13
Institute for Wealth Management
Colorado
$5.85M 43,992 +22,652 +106%
RWP
14
RWA Wealth Partners
Massachusetts
$4.9M 36,793 +761 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.81M 36,160 +5,948 +20%
KAS
16
Kestra Advisory Services
Texas
$4.64M 34,851 +388 +1%
UBS Group
17
UBS Group
Switzerland
$3.89M 29,236 -6,097 -17%
Raymond James Financial
18
Raymond James Financial
Florida
$3.63M 27,260 +4,580 +20%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.59M 27,000 +2,800 +12%
Goldman Sachs
20
Goldman Sachs
New York
$3.56M 26,743 +111 +0.4%
Franklin Resources
21
Franklin Resources
California
$3.33M 25,033
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.28M 24,671 -3,390 -12%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.2M 24,058 +8,628 +56%
SAM
24
Silvercrest Asset Management
New York
$2.96M 22,217 -729 -3%
Wells Fargo
25
Wells Fargo
California
$2.94M 22,085 -3,291 -13%