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Vanguard Russell 2000 Value ETF

153 hedge funds and large institutions have $333M invested in Vanguard Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
57
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.8M -$6.53M -46,914 -11%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$25.9M +$1.91M +13,719 +8%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M +$2.53M +18,166 +14%
LPL Financial
4
LPL Financial
California
$16.4M +$893K +6,418 +6%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$13.4M +$622K +4,474 +5%
BFA
6
Bragg Financial Advisors
North Carolina
$12.3M +$555K +3,991 +5%
Ameriprise
7
Ameriprise
Minnesota
$11.1M -$787K -5,659 -7%
WFA
8
WestHill Financial Advisors
California
$7.95M +$10.8K +78 +0.1%
CWM
9
Congress Wealth Management
Massachusetts
$7.55M +$14.9K +107 +0.2%
FAC
10
Financial Advisory Corporation
Michigan
$7.34M -$136K -978 -2%
VCM
11
Virtue Capital Management
Tennessee
$7.13M -$1.06M -7,604 -13%
SC
12
Savant Capital
Illinois
$6.8M -$217K -1,560 -3%
IFWM
13
Institute for Wealth Management
Colorado
$6.12M
ANTB
14
AMG National Trust Bank
Colorado
$5.69M +$2.85M +20,483 +100%
Raymond James Financial
15
Raymond James Financial
Florida
$5.49M +$1.7M +12,201 +45%
RWP
16
RWA Wealth Partners
Massachusetts
$5.42M +$300K +2,160 +6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.09M +$60.6K +436 +1%
KAS
18
Kestra Advisory Services
Texas
$4.95M +$106K +760 +2%
UBS Group
19
UBS Group
Switzerland
$4.24M +$178K +1,278 +4%
Citadel Advisors
20
Citadel Advisors
Florida
$3.82M +$1.37M +9,837 +56%
SAM
21
Silvercrest Asset Management
New York
$3.77M +$680K +4,887 +22%
Franklin Resources
22
Franklin Resources
California
$3.5M +$20.7K +149 +0.6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.22M -$209K -1,501 -6%
Goldman Sachs
24
Goldman Sachs
New York
$3.15M -$567K -4,079 -15%
EH
25
Equitable Holdings
New York
$2.88M +$664K +4,772 +30%