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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
PFPT
76
Pinnacle Financial Partners (Tennessee)
Tennessee
$739K +$741K +14,246 New
CGL
77
Clarius Group LLC
Washington
$710K +$104 +2 +0%
BRWA
78
B. Riley Wealth Advisors
Florida
$690K +$1.46K +28 +0.2%
Jane Street
79
Jane Street
New York
$688K -$381K -7,328 -36%
PFM
80
Parsec Financial Management
North Carolina
$639K -$67.7K -1,302 -10%
DW
81
Domani Wealth
Pennsylvania
$638K -$383K -7,360 -37%
FFG
82
Fullen Financial Group
Ohio
$633K +$2.6K +50 +0.4%
DADC
83
D.A. Davidson & Co
Montana
$609K +$257K +4,944 +73%
AAS
84
Avantax Advisory Services
Texas
$592K -$1.12M -21,474 -65%
AssetMark Inc
85
AssetMark Inc
California
$582K +$584K +11,220 New
HPC
86
HM Payson & Co
Maine
$533K +$534K +10,266 New
BWP
87
Bernardo Wealth Planning
Pennsylvania
$532K -$73.2K -1,408 -12%
RJT
88
Raymond James Trust
Florida
$492K +$79.8K +1,534 +19%
PP
89
PrairieView Partners
Minnesota
$452K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$435K +$67.2K +1,292 +18%
ESB
91
Essex Savings Bank
Connecticut
$433K
Citadel Advisors
92
Citadel Advisors
Florida
$431K +$432K +8,300 New
SW
93
SVB Wealth
Massachusetts
$391K
BSW
94
Buckingham Strategic Wealth
Missouri
$381K +$31.2K +600 +9%
BAM
95
Berkshire Asset Management
Pennsylvania
$379K
AFAS
96
Acorn Financial Advisory Services
Virginia
$360K +$93.2K +1,792 +35%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$350K +$351K +6,742 New
M&T Bank
98
M&T Bank
New York
$305K -$8.11K -156 -3%
MAA
99
Mraz Amerine & Associates
California
$296K +$297K +5,710 New
LNC
100
Lincoln National Corp
Pennsylvania
$284K

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.