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Vanguard Russell 1000 Value ETF
VONV

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 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

4% more funds holding

Funds holding: 309 → 321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36% → 61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$105M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$51.9M
3
SAG
SageView Advisory Group
California
+$32.2M
4
GRP
Global Retirement Partners
California
+$16.4M
5
MML Investors Services
MML Investors Services
Massachusetts
+$14.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$257M
2
BL
Balentine LLC
Georgia
-$64.1M
3
PFO
Pathstone Family Office
New Jersey
-$32.7M
4
Morgan Stanley
Morgan Stanley
New York
-$31.2M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
126
Dana Investment Advisors
Wisconsin
$1.48M -$12.6K -186 -0.8%
MFT
127
Moisand Fitzgerald Tamayo
Florida
$1.48M -$174K -2,574 -10%
WCM
128
Wealthcare Capital Management
Virginia
$1.46M +$410K +6,048 +38%
AAM
129
Aureus Asset Management
Massachusetts
$1.46M – – –
ZF
130
Zhang Financial
Michigan
$1.44M +$51.6K +761 +4%
JBA
131
Johnson Bixby & Associates
Washington
$1.42M -$233K -3,436 -14%
LL
132
LPWM LLC
Minnesota
$1.38M +$19.4K +287 +1%
BRWA
133
B. Riley Wealth Advisors
Florida
$1.32M +$14K +206 +1%
HWM
134
HB Wealth Management
Georgia
$1.31M – – –
RJT
135
Raymond James Trust
Florida
$1.22M -$48.3K -713 -4%
BSWA
136
Bromfield Sneider Wealth Advisors
Massachusetts
$1.18M +$78.7K +1,162 +7%
FIM
137
Freedom Investment Management
Connecticut
$1.17M +$91.3K +1,348 +8%
HIS
138
Horizon Investment Services
Indiana
$1.13M – – –
PWM
139
Perigon Wealth Management
California
$1.13M +$16.6K +245 +1%
DPI
140
Diversified Portfolios Inc
Michigan
$1.12M – – –
HIP
141
HUB Investment Partners
Texas
$1.11M +$1.13M +16,670 New
KPWS
142
Kestra Private Wealth Services
Texas
$1.1M +$193K +2,850 +21%
TCA
143
Transcend Capital Advisors
New Jersey
$1.07M +$40.6K +599 +4%
RMA
144
Roffman Miller Associates
Pennsylvania
$1.05M +$11.5K +170 +1%
MAA
145
Mraz Amerine & Associates
California
$1.01M -$78.3K -1,156 -7%
BSA
146
Braun Stacey Associates
New York
$1M +$590K +8,710 +138%
CAM
147
Cozad Asset Management
Illinois
$996K +$14.9K +220 +1%
FHA
148
First Horizon Advisors
Tennessee
$986K +$7.32K +108 +0.7%
NP
149
NorthRock Partners
Minnesota
$978K -$4.74K -70 -0.5%
MWM
150
Modera Wealth Management
New Jersey
$968K – – –
4 5
6
7 8

VONV Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q1 2023, worth a combined $3.92B — down 8.9% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VONV positions and 23 closed out — a net gain of 17 holders — while 99 added to existing stakes and 99 trimmed.

The largest buyer was Citigroup, adding an estimated $105M. The largest seller was Bank of America, cutting an estimated $257M.

  • 321 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q1 2023, up from 309 in Q4 2022.
  • Funds reported $3.92B of Vanguard Russell 1000 Value ETF stock for Q1 2023, down 8.9% quarter-over-quarter.
  • 40 funds opened new Vanguard Russell 1000 Value ETF positions in Q1 2023 and 23 closed out, a net change of +17 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q1 2023 was Citigroup, an estimated $105M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q1 2023 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2023.