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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
BWCS
276
Beirne Wealth Consulting Services
Connecticut
$327K
QWP
277
Quotient Wealth Partners
Texas
$326K +$327K +4,260 New
NHC
278
Nicholas Hoffman & Company
Georgia
$325K
CAG
279
Csenge Advisory Group
Florida
$321K +$322K +4,189 New
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$320K +$4.92K +64 +2%
JWM
281
JFG Wealth Management
Colorado
$319K
ACM
282
Avalon Capital Management
California
$319K +$320K +4,171 New
Qube Research & Technologies (QRT)
283
Qube Research & Technologies (QRT)
United Kingdom
$317K +$154K +2,008 +94%
TFA
284
Tobias Financial Advisors
Florida
$316K
AI
285
Atria Investments
North Carolina
$315K +$316K +4,108 New
TSS
286
Two Sigma Securities
New York
$314K +$315K +4,099 New
GF
287
Gries Financial
Ohio
$310K
NGA
288
Naples Global Advisors
Florida
$305K -$32.8K -427 -10%
IWC
289
Integrated Wealth Concepts
Massachusetts
$303K +$70.4K +917 +30%
FAIM
290
Financial Advocates Investment Management
Washington
$288K +$35.6K +463 +14%
PFS
291
Prospera Financial Services
Texas
$287K -$307 -4 -0.1%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K -$20.1K -261 -7%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K
SMWM
294
Silvia McColl Wealth Management
California
$278K
TP
295
Tranquility Partners
Tennessee
$277K
DWT
296
Dorsey & Whitney Trust
South Dakota
$277K
WCM
297
Wealthcare Capital Management
Virginia
$272K -$410K -5,336 -60%
SAM
298
SignalPoint Asset Management
Missouri
$272K -$51.5K -670 -16%
EWM
299
Empirical Wealth Management
Washington
$272K
BCI
300
Brinker Capital Investments
Pennsylvania
$270K +$271K +3,527 New

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.