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Vanguard Russell 1000 Value ETF

441 hedge funds and large institutions have $6.29B invested in Vanguard Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 103

10% more funds holding

Funds holding: 401441 (+40)

10% more capital invested

Capital invested by funds: $5.73B → $6.29B (+$565M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.62% more ownership

Funds ownership: 60.72%64.33% (+3.6%)

Holders
441
Holders Change
+40
Holders Change %
+9.98%
% of All Funds
5.81%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
69
Increased
174
Reduced
103
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
51
Financial Synergies Wealth Advisors
Texas
$18.5M -$69.1K -821 -0.4%
CA
52
Clearstead Advisors
Ohio
$18.2M -$4.62M -54,809 -20%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$17.9M +$1.36M +16,189 +8%
M&T Bank
54
M&T Bank
New York
$17.8M +$2.59M +30,794 +16%
CB
55
Commerce Bank
Missouri
$17.5M +$1.85M +21,989 +11%
CSP
56
Cary Street Partners
Virginia
$17.1M +$17.8M +211,070 New
BPA
57
Beacon Pointe Advisors
California
$16.1M -$210K -2,493 -1%
SAM
58
Silvercrest Asset Management
New York
$15.7M +$4.64M +55,120 +40%
FWA
59
FSM Wealth Advisors
Ohio
$14.6M +$278K +3,304 +2%
NYLIM
60
New York Life Investment Management
New York
$14M
AF
61
Allworth Financial
California
$13.6M -$614K -7,286 -4%
WPW
62
Waldron Private Wealth
Pennsylvania
$13M -$515K -6,110 -4%
FHB
63
First Hawaiian Bank
Hawaii
$12.4M
HWP
64
Highline Wealth Partners
California
$11.6M -$1.35M -15,973 -10%
Mariner
65
Mariner
Kansas
$11.2M +$21.8K +259 +0.2%
FTS
66
Fifth Third Securities
Ohio
$11.2M +$467K +5,546 +4%
HC
67
Hillman Company
Pennsylvania
$10.7M
KV
68
Kickstand Ventures
New York
$10.3M +$1.49M +17,746 +16%
OL
69
Optas LLC
Texas
$9.68M +$128K +1,517 +1%
DRS
70
Deane Retirement Strategies
Louisiana
$9.59M +$194K +2,301 +2%
AFO
71
Arrowroot Family Office
California
$9.57M +$780K +9,262 +9%
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$9.54M +$395K +4,689 +4%
CCB
73
Country Club Bank
Missouri
$9.13M +$2.09M +24,765 +28%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$8.92M +$5.88M +69,847 +175%
ZIM
75
Zacks Investment Management
Illinois
$8.71M +$9.03M +107,181 New

VONV Hedge Fund Activity: Q4 2024 in Review

441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q4 2024, worth a combined $6.29B — up 9.9% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VONV positions and 17 closed out — a net gain of 52 holders — while 174 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $290M. The largest seller was Citigroup, cutting an estimated $13.7M.

  • 441 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q4 2024, up from 401 in Q3 2024.
  • Funds reported $6.29B of Vanguard Russell 1000 Value ETF stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 69 funds opened new Vanguard Russell 1000 Value ETF positions in Q4 2024 and 17 closed out, a net change of +52 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q4 2024 was Bank of America, an estimated $290M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q4 2024 was Citigroup, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.