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Vanguard Russell 1000 Value ETF

151 hedge funds and large institutions have $1.85B invested in Vanguard Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $1.63B → $1.85B (+$216M)

9% more funds holding

Funds holding: 139151 (+12)

8.2% more ownership

Funds ownership: 133.12%141.32% (+8.2%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
151
Holders Change
+12
Holders Change %
+8.63%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
28
Increased
53
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
26
Carolinas Wealth Consulting
North Carolina
$12.3M +$840K +16,160 +7%
CA
27
Cambridge Associates
Massachusetts
$11.5M
WPW
28
Waldron Private Wealth
Pennsylvania
$9.87M +$105K +2,010 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$8.89M +$234K +4,508 +3%
VCA
30
Verdence Capital Advisors
Maryland
$8.79M +$218K +4,190 +3%
SL
31
Stevard LLC
Illinois
$8.46M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.45M +$251K +4,820 +3%
CG
33
Colony Group
Massachusetts
$6.5M +$6.51M +125,248 New
VOYA Investment Management
34
VOYA Investment Management
Georgia
$6.49M +$145K +2,784 +2%
FTS
35
Fifth Third Securities
Ohio
$6.23M +$883K +16,984 +16%
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.94M
CA
37
Cetera Advisors
Colorado
$5.6M +$1.6M +30,844 +40%
SAM
38
Silvercrest Asset Management
New York
$4.96M -$673K -12,932 -12%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$4.84M +$4.85M +93,300 New
FHB
40
First Hawaiian Bank
Hawaii
$4.78M
HighTower Advisors
41
HighTower Advisors
Illinois
$4.16M +$110K +2,112 +3%
SS
42
Simplicity Solutions
Minnesota
$4.13M +$748K +14,390 +22%
KAS
43
Kestra Advisory Services
Texas
$3.9M +$3.91M +75,106 New
Ameriprise
44
Ameriprise
Minnesota
$3.73M -$250K -4,806 -6%
GSIS
45
Global Strategic Investment Solutions
Arizona
$3.67M
RJA
46
Raymond James & Associates
Florida
$3.51M -$689K -13,248 -16%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.29M +$51.8K +996 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$3.22M +$95.9K +1,844 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$3.21M +$192K +3,684 +6%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$2.69M +$522K +10,030 +24%

VONV Hedge Fund Activity: Q3 2020 in Review

151 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q3 2020, worth a combined $1.85B — up 13% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VONV positions and 16 closed out — a net gain of 12 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $54.2M. The largest seller was Hoover Financial Advisors, cutting an estimated $12.2M.

  • 151 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q3 2020, up from 139 in Q2 2020.
  • Funds reported $1.85B of Vanguard Russell 1000 Value ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 28 funds opened new Vanguard Russell 1000 Value ETF positions in Q3 2020 and 16 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q3 2020 was Bank of America, an estimated $54.2M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q3 2020 was Hoover Financial Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2020.