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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
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M – – –
CGL
127
Clarius Group LLC
Washington
$1.01M – – –
TCA
128
Transcend Capital Advisors
New Jersey
$998K +$630K +8,741 +176%
QCG
129
Quadrant Capital Group
Ohio
$968K -$36K -500 -4%
OC
130
Oppenheimer & Co
New York
$926K +$916K +12,716 New
WCM
131
Wealthcare Capital Management
Virginia
$920K +$402K +5,579 +79%
FFG
132
Fullen Financial Group
Ohio
$910K +$3.67K +51 +0.4%
SPC
133
Sigma Planning Corp
Michigan
$849K +$106K +1,473 +14%
RJT
134
Raymond James Trust
Florida
$825K +$5.76K +80 +0.7%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$804K – – –
Citigroup
136
Citigroup
New York
$780K +$22K +306 +3%
DIA
137
Dana Investment Advisors
Wisconsin
$759K +$751K +10,426 New
KPWS
138
Kestra Private Wealth Services
Texas
$736K -$29.5K -409 -4%
JWCA
139
J.W. Cole Advisors
Florida
$724K -$123K -1,711 -15%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$723K -$347K -4,816 -33%
PFS
141
Prospera Financial Services
Texas
$679K +$330K +4,575 +96%
LA
142
Latitude Advisors
Florida
$678K +$165K +2,289 +33%
WANY
143
Wealthspire Advisors (New York)
New York
$677K +$33.9K +470 +5%
PCG
144
Private Capital Group
Connecticut
$669K -$146K -2,030 -18%
OL
145
Optas LLC
Texas
$666K -$23.3K -323 -3%
BWM
146
Benchmark Wealth Management
Connecticut
$661K +$65.7K +912 +11%
TRCT
147
Tower Research Capital (TRC)
New York
$659K +$652K +9,053 New
BF
148
BOK Financial
Oklahoma
$647K -$26.4K -366 -4%
BCM
149
Brookstone Capital Management
Illinois
$638K +$222K +3,081 +54%
YWS
150
Yarger Wealth Strategies
Ohio
$634K -$92.2K -1,280 -13%
4 5
6
7 8

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.