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Vanguard Russell 1000 Value ETF
VONV

342 hedge funds and large institutions have $4.21B invested in Vanguard Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

3% more funds holding

Funds holding: 332 → 342 (+10)

1.35% more ownership

Funds ownership: 63.07% → 64.42% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 107

2% more capital invested

Capital invested by funds: $4.11B → $4.21B (+$91.9M)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

Holders
342
Holders Change
+10
Holders Change %
+3.01%
% of All Funds
5.43%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
33
Increased
112
Reduced
107
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$106M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.2M
3
CA
Cambridge Associates
Massachusetts
+$45.2M
4
Comerica Bank
Comerica Bank
Texas
+$29.2M
5
CWM
Congress Wealth Management
Massachusetts
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$30.6M
2
RH
RFG Holdings
Texas
-$12M
3
Truist Financial
Truist Financial
North Carolina
-$11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.9M
5
OL
Optas LLC
Texas
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$5.45M +$516K +7,419 +10%
NA
77
NewEdge Advisors
Louisiana
$5.37M +$129K +1,855 +2%
KAS
78
Kestra Advisory Services
Texas
$5.29M -$73.5K -1,057 -1%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$5.29M -$689K -9,904 -11%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$5.21M +$437K +6,281 +9%
SC
81
Savant Capital
Illinois
$4.99M -$158K -2,267 -3%
BBNA
82
Bremer Bank National Association
Minnesota
$4.97M -$506K -7,280 -9%
Cerity Partners
83
Cerity Partners
New York
$4.88M -$1.91M -27,487 -27%
ELI
84
Empire Life Investments
Ontario, Canada
$4.73M -$1.27M -18,200 -20%
CIAS
85
CBIZ Investment Advisory Services
Ohio
$4.44M +$4.64M +66,667 New
Principal Financial Group
86
Principal Financial Group
Iowa
$4.4M -$62.6K -900 -1%
Creative Planning
87
Creative Planning
Kansas
$4.16M +$144K +2,066 +3%
MA
88
Mutual Advisors
Nebraska
$3.87M +$204K +2,930 +5%
HC
89
Hillman Company
Pennsylvania
$3.7M +$3.86M +55,546 New
AO
90
Advisor OS
Illinois
$3.67M -$7.02K -101 -0.2%
BBA
91
Braun-Bostich & Associates
Pennsylvania
$3.67M +$3.82M +54,995 New
CCB
92
Country Club Bank
Missouri
$3.47M -$340K -4,889 -9%
OCM
93
One Capital Management
California
$3.44M -$235K -3,373 -6%
LG
94
Leuthold Group
Minnesota
$3.42M – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$3.37M +$48.7K +701 +1%
ECG
96
Edge Capital Group
Georgia
$3.13M -$3.23M -46,382 -50%
TDWM
97
Topel & Distasi Wealth Management
California
$2.93M – – –
PAG
98
Private Advisor Group
New Jersey
$2.81M +$205K +2,951 +8%
CFA
99
Cahill Financial Advisors
Minnesota
$2.77M -$63K -906 -2%
AL
100
Aspiriant LLC
California
$2.77M – – –
2 3
4
5 6

VONV Hedge Fund Activity: Q3 2023 in Review

342 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q3 2023, worth a combined $4.21B — up 2.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONV positions and 22 closed out — a net gain of 11 holders — while 112 added to existing stakes and 107 trimmed.

The largest buyer was Bank of America, adding an estimated $106M. The largest seller was Citigroup, cutting an estimated $30.6M.

  • 342 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q3 2023, up from 332 in Q2 2023.
  • Funds reported $4.21B of Vanguard Russell 1000 Value ETF stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 Value ETF positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q3 2023 was Bank of America, an estimated $106M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q3 2023 was Citigroup, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2023.