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Vanguard Russell 1000 Value ETF
VONV

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: 370 → 390 (+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: 25 → 24 (-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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$202M
2
SAG
SageView Advisory Group
California
+$164M
3
Bank of America
Bank of America
North Carolina
+$53.7M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$39.4M
5
CA
Clearstead Advisors
Ohio
+$16.2M

Top Sellers

1
EH
Equitable Holdings
New York
-$27.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.5M
3
GSIS
Global Strategic Investment Solutions
Arizona
-$9.09M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.17M
5
Goldman Sachs
Goldman Sachs
New York
-$7.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
251
Lokken Investment Group
Delaware
$413K +$18.7K +243 +5%
BFG
252
Bleakley Financial Group
New Jersey
$408K +$10.4K +135 +3%
SW
253
Simplicity Wealth
New Jersey
$408K +$10.4K +135 +3%
GAM
254
Gemmer Asset Management
California
$404K – – –
SPIA
255
Steward Partners Investment Advisory
New York
$403K – – –
NA
256
Nottingham Advisors
New York
$398K – – –
GVAG
257
Great Valley Advisor Group
Delaware
$397K -$21.5K -280 -5%
PA
258
Pinnacle Associates
New York
$396K -$120K -1,556 -23%
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$396K -$120K -1,556 -23%
OC
260
Oppenheimer & Co
New York
$396K +$24.1K +314 +6%
HGA
261
Hobbs Group Advisors
South Carolina
$388K +$389K +5,069 New
CWM
262
Collaborative Wealth Management
Florida
$384K – – –
CCMG
263
Clark Capital Management Group
Pennsylvania
$377K – – –
WWS
264
Wellington Wealth Strategies
Indiana
$376K +$166K +2,158 +78%
TC
265
Trilogy Capital
California
$376K +$378K +4,916 New
IC
266
IEQ Capital
California
$370K +$371K +4,827 New
DC
267
Davenport & Co
Virginia
$365K – – –
SWP
268
Stratos Wealth Partners
Ohio
$361K – – –
FAT
269
First American Trust
California
$351K – – –
MKW
270
Mullaney, Keating & Wright
Connecticut
$346K +$347K +4,515 New
CL
271
Choreo LLC
Illinois
$345K +$348K +4,536 New
HBW
272
Hazlett, Burt & Watson
West Virginia
$340K – – –
HNB
273
Huntington National Bank
Ohio
$329K – – –
ACA
274
Aptus Capital Advisors
Alabama
$328K – – –
FGG
275
Financial Guidance Group
Florida
$328K – – –
9 10
11
12 13

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.