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Vanguard Russell 1000 Value ETF
VONV

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: 139 → 151 (+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: 9 → 8 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$54.2M
2
TF
TIAA FSB
Florida
+$29.5M
3
CB
Commerce Bank
Missouri
+$19M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$12.5M
5
CG
Colony Group
Massachusetts
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
HFA
Hoover Financial Advisors
Pennsylvania
-$12.2M
2
Morgan Stanley
Morgan Stanley
New York
-$7.67M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.58M
4
Truist Financial
Truist Financial
North Carolina
-$2.37M
5
Brown Advisory
Brown Advisory
Maryland
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
101
CBIZ Investment Advisory Services
Ohio
$278K – – –
EVM
102
Eaton Vance Management
Massachusetts
$278K +$279K +5,366 New
CS
103
Comerica Securities
Michigan
$276K -$77.9K -1,498 -22%
BWM
104
Benchmark Wealth Management
Connecticut
$272K -$15.8K -304 -5%
NA
105
Nottingham Advisors
New York
$270K – – –
KPWS
106
Kestra Private Wealth Services
Texas
$267K +$268K +5,146 New
FHA
107
First Horizon Advisors
Tennessee
$254K -$1.14K -22 -0.4%
Stifel Financial
108
Stifel Financial
Missouri
$251K -$12.9K -248 -5%
IP
109
Investment Partners
Ohio
$246K +$1.35K +26 +0.6%
SCG
110
Sonata Capital Group
Washington
$228K +$229K +4,400 New
Citigroup
111
Citigroup
New York
$216K -$275K -5,284 -56%
SFC
112
SYM Financial Corp
Indiana
$212K +$212K +4,080 New
DWM
113
Doyle Wealth Management
Florida
$209K +$209K +4,024 New
HF
114
Halpern Financial
Virginia
$208K -$10.4K -200 -5%
FAIM
115
Financial Advocates Investment Management
Washington
$204K -$10.4K -200 -5%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$201K – – –
First Manhattan
117
First Manhattan
New York
$200K +$70.7K +1,360 +54%
ECM
118
ETrade Capital Management
Virginia
$200K +$200K +3,854 New
BBA
119
Braun-Bostich & Associates
Pennsylvania
$192K +$193K +3,708 New
APA
120
American Portfolios Advisors
New York
$179K +$21.6K +416 +14%
CFGS
121
Concourse Financial Group Securities
Alabama
$147K +$40K +770 +37%
PFO
122
Pathstone Family Office
New Jersey
$141K +$10.7K +206 +8%
MAM
123
Marquette Asset Management
Minnesota
$140K – – –
CHA
124
Carmichael Hill & Associates
Maryland
$124K +$124K +2,392 New
CAAS
125
Capital Asset Advisory Services
Michigan
$89K – – –
3 4
5
6 7

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.