We are live on ! Find out more
VONV icon

Vanguard Russell 1000 Value ETF
VONV

279 hedge funds and large institutions have $5.6B invested in Vanguard Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 106 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

39% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 76

32.05% more ownership

Funds ownership: 70.29% → 102.34% (+32%)

13% more capital invested

Capital invested by funds: $4.95B → $5.6B (+$644M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

4% more funds holding

Funds holding: 268 → 279 (+11)

Holders
279
Holders Change
+11
Holders Change %
+4.1%
% of All Funds
4.4%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
40
Increased
106
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$2.4B
2
Bank of America
Bank of America
North Carolina
+$333M
3
AHSW
Adventist Health System West
California
+$49.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M

Top Sellers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
-$96.5M
2
TF
TIAA FSB
Florida
-$71.7M
3
Ameriprise
Ameriprise
Minnesota
-$17.6M
4
Truist Financial
Truist Financial
North Carolina
-$12.1M
5
RCIM
Red Cedar Investment Management
Michigan
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$30.6M +$8.67M +120,277 +40%
HAFS
27
Hapanowicz & Associates Financial Services
Pennsylvania
$30.6M +$299K +4,149 +1%
GWM
28
Geneos Wealth Management
Colorado
$29.5M +$343K +4,761 +1%
Ameriprise
29
Ameriprise
Minnesota
$28.7M -$17.6M -244,963 -38%
CCM
30
Condor Capital Management
New Jersey
$27.3M +$688K +9,546 +3%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$23.3M +$73K +1,013 +0.3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$23M +$1.23M +17,042 +6%
CG
33
Colony Group
Massachusetts
$21.5M +$74.6K +1,035 +0.4%
Comerica Bank
34
Comerica Bank
Texas
$21.3M -$379K -5,256 -2%
WPWM
35
Windward Private Wealth Management
Kansas
$20.9M -$362K -5,026 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$19.8M +$1.5M +20,801 +8%
CSPAM
37
Cary Street Partners Asset Management
Virginia
$19.3M -$2.76M -38,338 -13%
CA
38
Cambridge Associates
Massachusetts
$19.1M +$8.93M +124,001 +90%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$18.6M -$592K -8,218 -3%
CWC
40
Carolinas Wealth Consulting
North Carolina
$17.3M +$780K +10,825 +5%
SFA
41
Sequoia Financial Advisors
Ohio
$15.7M +$3.34M +46,304 +27%
RJA
42
Raymond James & Associates
Florida
$13.4M +$1.68M +23,354 +15%
WDG
43
Wealth Dimensions Group
Ohio
$12.3M +$1.18M +16,369 +11%
WPW
44
Waldron Private Wealth
Pennsylvania
$12.1M +$19.7K +273 +0.2%
SFSG
45
Sound Financial Strategies Group
Mississippi
$11.9M +$11.8M +163,180 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$10.9M -$86.1K -1,195 -0.8%
RH
47
RFG Holdings
Texas
$10.6M +$411K +5,699 +4%
JP Morgan Chase
48
JP Morgan Chase
New York
$10.2M +$127K +1,767 +1%
VCA
49
Verdence Capital Advisors
Maryland
$9.33M -$3.89M -53,938 -30%
AWMS
50
Advocacy Wealth Management Services
Georgia
$9.25M -$16.6K -230 -0.2%
1
2
3 4 5

VONV Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q1 2022, worth a combined $5.6B — up 13% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VONV positions and 23 closed out — a net gain of 17 holders — while 106 added to existing stakes and 76 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $2.4B. The largest seller was Balentine LLC, cutting an estimated $96.5M.

  • 279 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q1 2022, up from 268 in Q4 2021.
  • Funds reported $5.6B of Vanguard Russell 1000 Value ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 40 funds opened new Vanguard Russell 1000 Value ETF positions in Q1 2022 and 23 closed out, a net change of +17 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $2.4B added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q1 2022 was Balentine LLC, an estimated $96.5M sold.

Based on aggregated 13F filings for Q1 2022.