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Vanguard Russell 1000 Value ETF
VONV

342 hedge funds and large institutions have $4.21B invested in Vanguard Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

3% more funds holding

Funds holding: 332 → 342 (+10)

1.35% more ownership

Funds ownership: 63.07% → 64.42% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 107

2% more capital invested

Capital invested by funds: $4.11B → $4.21B (+$91.9M)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

Holders
342
Holders Change
+10
Holders Change %
+3.01%
% of All Funds
5.43%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
33
Increased
112
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$106M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.2M
3
CA
Cambridge Associates
Massachusetts
+$45.2M
4
Comerica Bank
Comerica Bank
Texas
+$29.2M
5
CWM
Congress Wealth Management
Massachusetts
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$30.6M
2
RH
RFG Holdings
Texas
-$12M
3
Truist Financial
Truist Financial
North Carolina
-$11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.9M
5
OL
Optas LLC
Texas
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Cresset Asset Management
Illinois
– -$554K -8,009 Closed
FTUS
352
Flow Traders U.S.
New York
– -$487K -7,039 Closed
V
353
Veritable
Delaware
– -$274K -3,960 Closed
NAM
354
NTV Asset Management
West Virginia
– -$208K -3,000 Closed
MWA
355
Motive Wealth Advisors
Michigan
– -$205K -2,963 Closed
GC
356
Garde Capital
Washington
– -$196K -2,836 Closed
BCM
357
Bourgeon Capital Management
Connecticut
– -$138K -1,989 Closed
SF
358
Safeguard Financial
Wisconsin
– -$56K -813 Closed
IGWM
359
ICA Group Wealth Management
Colorado
– -$51.3K -741 Closed
FFA
360
Founders Financial Alliance
North Carolina
– -$5.19K -75 Closed
TSWM
361
Tyler-Stone Wealth Management
Ohio
– -$4K -51 Closed
Simplex Trading
362
Simplex Trading
Illinois
– -$3K -48 Closed
FFA
363
Farther Finance Advisors
California
– -$2.91K -42 Closed
WAM
364
WFA Asset Management
Wisconsin
– -$1.52K -22 Closed
HS
365
Horan Securities
United States
– -$1.11K -16 Closed
11 12 13 14
15

VONV Hedge Fund Activity: Q3 2023 in Review

342 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q3 2023, worth a combined $4.21B — up 2.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONV positions and 22 closed out — a net gain of 11 holders — while 112 added to existing stakes and 107 trimmed.

The largest buyer was Bank of America, adding an estimated $106M. The largest seller was Citigroup, cutting an estimated $30.6M.

  • 342 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q3 2023, up from 332 in Q2 2023.
  • Funds reported $4.21B of Vanguard Russell 1000 Value ETF stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 Value ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q3 2023 was Bank of America, an estimated $106M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q3 2023 was Citigroup, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2023.