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Vanguard Russell 1000 Value ETF

62 hedge funds and large institutions have $501M invested in Vanguard Russell 1000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $469M → $501M (+$31.9M)

4.48% more ownership

Funds ownership: 107.29%111.77% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less funds holding

Funds holding: 6762 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
5
Increased
29
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
First Horizon Advisors
Tennessee
$234K -$199K -3,978 -46%
LC
52
Lourd Capital
California
$229K +$1K +20 +0.4%
SMH
53
Sanders Morris Harris
Texas
$227K
SWP
54
Stratos Wealth Partners
Ohio
$207K
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$143K +$50.8K +1,014 +55%
Citigroup
56
Citigroup
New York
$70K -$1.2K -24 -2%
NFG
57
Next Financial Group
Texas
$45K
MRCM
58
M&R Capital Management
New Jersey
$19K
BlackRock
59
BlackRock
New York
$15K -$5.91K -118 -28%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$7K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K -$47.4K -946 -88%
Stifel Financial
62
Stifel Financial
Missouri
-$19.3M -394,000 Closed
CB
63
Commerce Bank
Missouri
-$5.37M -109,850 Closed
CIC
64
Cornercap Investment Counsel
Georgia
-$649K -13,280 Closed
GWM
65
Greenwich Wealth Management
Connecticut
-$419K -8,576 Closed
P
66
Pitcairn
Pennsylvania
-$418K -8,556 Closed
ZIM
67
Zacks Investment Management
Illinois
-$308K -6,298 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$263K -5,384 Closed
TDC
69
Thompson Davis & Co
Virginia
-$49K -1,000 Closed
TCOV
70
Trust Company of Vermont
Vermont
-$1K -14 Closed

VONV Hedge Fund Activity: Q1 2017 in Review

62 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q1 2017, worth a combined $501M — up 6.8% from $469M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VONV and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 29 added.

The largest buyer was Bank of America, adding an estimated $14.6M. The largest seller was Stifel Financial, exiting entirely with an estimated $19.3M sold.

  • 62 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q1 2017, down from 67 in Q4 2016.
  • Funds reported $501M of Vanguard Russell 1000 Value ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 5 funds opened new Vanguard Russell 1000 Value ETF positions in Q1 2017 and 9 closed out, a net change of -4 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q1 2017 was Bank of America, an estimated $14.6M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q1 2017 was Stifel Financial, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2017.