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Vanguard Russell 1000 Value ETF

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: 1920 (+1)

4% more funds holding

Funds holding: 268279 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
101
Moisand Fitzgerald Tamayo
Florida
$1.64M -$513K -7,117 -24%
AAM
102
Aureus Asset Management
Massachusetts
$1.59M
LL
103
LPWM LLC
Minnesota
$1.59M +$648 +9 +0%
BRWA
104
B. Riley Wealth Advisors
Florida
$1.34M -$310K -4,304 -19%
ZF
105
Zhang Financial
Michigan
$1.32M +$30.3K +421 +2%
FIM
106
Freedom Investment Management
Connecticut
$1.32M +$113K +1,569 +9%
KCM
107
Kanawha Capital Management
Virginia
$1.31M +$294K +4,080 +29%
MAA
108
Mraz Amerine & Associates
California
$1.31M -$103K -1,430 -7%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$1.3M +$25.1K +348 +2%
BFA
110
Beacon Financial Advisory
Ohio
$1.29M +$156K +2,170 +14%
BFS
111
Bradley Foster & Sargent
Connecticut
$1.26M +$213K +2,959 +21%
FPOC
112
Financial Planners of Cleveland
Ohio
$1.26M +$914K +12,681 +276%
MWA
113
Motive Wealth Advisors
Michigan
$1.25M +$61.7K +857 +5%
DPI
114
Diversified Portfolios Inc
Michigan
$1.22M -$2.88K -40 -0.2%
Stifel Financial
115
Stifel Financial
Missouri
$1.19M +$31.8K +442 +3%
NA
116
NewEdge Advisors
Louisiana
$1.16M +$67.1K +931 +6%
OC
117
Oakworth Capital
Alabama
$1.15M +$1.14M +15,774 New
CAM
118
Cozad Asset Management
Illinois
$1.13M
MW
119
Marcum Wealth
Ohio
$1.12M -$109K -1,513 -9%
RMA
120
Roffman Miller Associates
Pennsylvania
$1.11M +$3.96K +55 +0.4%
NP
121
NorthRock Partners
Minnesota
$1.11M +$1.3K +18 +0.1%
1WM
122
1900 Wealth Management
Texas
$1.11M -$1.11M -15,394 -50%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.11M -$18.8K -261 -2%
AI
124
Atria Investments
North Carolina
$1.1M +$1.09M +15,162 New
HIP
125
HUB Investment Partners
Texas
$1.06M +$4.03K +56 +0.4%

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.