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Vanguard Russell 2000 Value ETF

153 hedge funds and large institutions have $384M invested in Vanguard Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $332M → $384M (+$51.7M)

4.09% more ownership

Funds ownership: 42.93%47.02% (+4.1%)

1% less funds holding

Funds holding: 154153 (-1)

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
41
Closed
10
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
$59M -$1.26M -8,436 -2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$29.4M +$308K +2,068 +1%
Morgan Stanley
3
Morgan Stanley
New York
$26.8M +$3.18M +21,347 +14%
LPL Financial
4
LPL Financial
California
$19.8M +$1.32M +8,844 +7%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$14.7M -$368K -2,474 -3%
BFA
6
Bragg Financial Advisors
North Carolina
$13.4M -$367K -2,468 -3%
Ameriprise
7
Ameriprise
Minnesota
$12.3M -$116K -782 -1%
CB
8
Commerce Bank
Missouri
$11.5M +$8.67M +58,259 +371%
WFA
9
WestHill Financial Advisors
California
$9.19M +$268K +1,803 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$9M +$8.2M +55,096 +2,076%
FAC
11
Financial Advisory Corporation
Michigan
$8.17M -$56.1K -377 -0.7%
SC
12
Savant Capital
Illinois
$7.5M -$15.2K -102 -0.2%
IFWM
13
Institute for Wealth Management
Colorado
$6.78M -$74.1K -498 -1%
ANTB
14
AMG National Trust Bank
Colorado
$6.59M +$204K +1,370 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$6.08M -$65.8K -442 -1%
RWP
16
RWA Wealth Partners
Massachusetts
$5.96M -$106K -709 -2%
KAS
17
Kestra Advisory Services
Texas
$5.57M +$22K +148 +0.4%
Wells Fargo
18
Wells Fargo
California
$5.35M +$2.36M +15,839 +86%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.33M -$355K -2,382 -7%
UBS Group
20
UBS Group
Switzerland
$4.93M +$165K +1,110 +4%
SAM
21
Silvercrest Asset Management
New York
$4.23M +$596 +4 +0%
EE
22
EWG Elevate
California
$3.99M +$3.81M +25,620 New
Franklin Resources
23
Franklin Resources
California
$3.89M -$37.1K -249 -1%
BAM
24
Berkshire Asset Management
Pennsylvania
$3.71M +$791K +5,311 +29%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.7M +$81.3K +546 +2%