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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
SS
76
Simplicity Solutions
Minnesota
$3.11M -$361K -5,017 -10%
AWS
77
Atria Wealth Solutions
New York
$3.06M +$3.03M +42,038 New
AO
78
Advisor OS
Illinois
$2.96M +$2.93M +40,703 New
WP
79
WealthShield Partners
North Carolina
$2.88M +$2.85M +39,537 New
FF
80
FourThought Financial
Florida
$2.82M +$2.72M +37,723 +4,127%
KeyBank National Association
81
KeyBank National Association
Ohio
$2.8M -$77.1K -1,070 -3%
Osaic Holdings
82
Osaic Holdings
Arizona
$2.67M -$132K -1,832 -5%
CG
83
Corundum Group
Colorado
$2.62M +$652K +9,049 +34%
WPC
84
Wedmont Private Capital
Pennsylvania
$2.45M -$31.6K -439 -1%
CFA
85
Cahill Financial Advisors
Minnesota
$2.45M +$415K +5,759 +21%
PPA
86
Parametric Portfolio Associates
Washington
$2.3M -$3.04M -42,175 -57%
HA
87
HC Advisors
Georgia
$2.25M +$252K +3,491 +13%
PAG
88
Private Advisor Group
New Jersey
$2.18M +$28K +388 +1%
CCA
89
Childress Capital Advisors
Texas
$2.17M – – –
RI
90
Ridgewood Investments
New Jersey
$2.17M +$47K +653 +2%
PSP
91
Principal Street Partners
Tennessee
$2.07M +$1.17M +16,261 +133%
Franklin Resources
92
Franklin Resources
California
$2.02M – – –
PL
93
Plancorp LLC
Missouri
$2.01M -$6.56K -91 -0.3%
DADC
94
D.A. Davidson & Co
Montana
$1.84M +$90.1K +1,250 +5%
FPAS
95
Focus Partners Advisor Solutions
Missouri
$1.83M +$197K +2,730 +12%
Creative Planning
96
Creative Planning
Kansas
$1.81M +$26.3K +365 +1%
CAN
97
Cetera Advisor Networks
California
$1.79M +$878K +12,191 +98%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.76M -$2.6M -36,078 -60%
MP
99
McDonald Partners
Ohio
$1.7M +$1.58M +21,908 +1,568%
First Manhattan
100
First Manhattan
New York
$1.69M +$181K +2,507 +12%
2 3
4
5 6

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.