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Vanguard Russell 1000 Value ETF

390 hedge funds and large institutions have $5.15B invested in Vanguard Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $4.85B → $5.15B (+$303M)

5% more funds holding

Funds holding: 370390 (+20)

3.04% more ownership

Funds ownership: 57.75%60.78% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
5.63%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
55
Increased
112
Reduced
109
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Brightwater Advisory
Florida
$526K +$528K +6,867 New
LFAS
227
Level Four Advisory Services
Texas
$514K -$6.76K -88 -1%
BFPW
228
BOK Financial Private Wealth
Colorado
$506K
AAS
229
Ameritas Advisory Services
Nebraska
$490K
SC
230
Sapient Capital
Indiana
$490K +$36.3K +473 +8%
ESB
231
Essex Savings Bank
Connecticut
$489K -$38.5K -501 -7%
CHA
232
Carmichael Hill & Associates
Maryland
$471K -$30.2K -393 -6%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$471K -$1.08K -14 -0.2%
IP
234
Investment Partners
Ohio
$471K
P
235
&Partners
Tennessee
$471K +$472K +6,149 New
AMBIA
236
Allen Mooney & Barnes Investment Advisors
Georgia
$470K
SPC
237
Sigma Planning Corp
Michigan
$467K -$115K -1,495 -20%
PVI
238
Pine Valley Investments
New Jersey
$461K
WA
239
Wealth Architects
California
$458K
RWS
240
Resolute Wealth Strategies
Mississippi
$453K
AA
241
Addison Advisors
Vermont
$453K
IFWM
242
Institute for Wealth Management
Colorado
$451K
RH
243
RFG Holdings
Texas
$447K -$13.1K -171 -3%
Prudential Financial
244
Prudential Financial
New Jersey
$439K +$75.2K +979 +21%
PP
245
PrairieView Partners
Minnesota
$438K
HBWM
246
Hollow Brook Wealth Management
New York
$437K
BSA
247
Braun Stacey Associates
New York
$436K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$428K -$502K -6,538 -54%
RWB
249
RMR Wealth Builders
New Jersey
$423K -$2.69K -35 -0.6%
RA
250
Rodgers & Associates
Pennsylvania
$421K -$25.4K -330 -6%

VONV Hedge Fund Activity: Q2 2024 in Review

390 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q2 2024, worth a combined $5.15B — up 6.2% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VONV positions and 31 closed out — a net gain of 24 holders — while 112 added to existing stakes and 109 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $202M. The largest seller was Equitable Holdings, cutting an estimated $27.5M.

  • 390 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q2 2024, up from 370 in Q1 2024.
  • Funds reported $5.15B of Vanguard Russell 1000 Value ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 55 funds opened new Vanguard Russell 1000 Value ETF positions in Q2 2024 and 31 closed out, a net change of +24 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q2 2024 was UBS Group, an estimated $202M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q2 2024 was Equitable Holdings, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2024.