We are live on ! Find out more
VONV icon

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
Citadel Advisors
151
Citadel Advisors
Florida
$626K +$619K +8,592 New
APA
152
American Portfolios Advisors
New York
$581K -$84.8K -1,177 -13%
TPCW
153
TD Private Client Wealth
New York
$567K -$6.77K -94 -1%
SW
154
SVB Wealth
Massachusetts
$558K – – –
PFM
155
Parsec Financial Management
North Carolina
$554K -$5.19K -72 -0.9%
QC
156
Quent Capital
New York
$542K – – –
BSW
157
Buckingham Strategic Wealth
Missouri
$535K – – –
AAS
158
Avantax Advisory Services
Texas
$535K +$1.01K +14 +0.2%
ESB
159
Essex Savings Bank
Connecticut
$533K -$26.3K -365 -5%
BAM
160
Berkshire Asset Management
Pennsylvania
$532K – – –
BSWA
161
Bromfield Sneider Wealth Advisors
Massachusetts
$518K – – –
Brown Advisory
162
Brown Advisory
Maryland
$518K +$513K +7,118 New
AA
163
Addison Advisors
Vermont
$499K – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$491K +$478K +6,639 +6,147%
DCM
165
Dupont Capital Management
Delaware
$478K +$473K +6,571 New
LFAS
166
Level Four Advisory Services
Texas
$470K +$131K +1,824 +39%
LWCFA
167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$456K +6,334 New
WA
168
Wealth Architects
California
$435K – – –
PPWM
169
PFG Private Wealth Management
Florida
$430K -$6.64M -92,210 -94%
IP
170
Investment Partners
Ohio
$423K +$68.5K +951 +20%
HBW
171
Hazlett, Burt & Watson
West Virginia
$411K +$406K +5,639 New
LNC
172
Lincoln National Corp
Pennsylvania
$400K +$288 +4 +0.1%
AWM
173
Apollon Wealth Management
South Carolina
$398K +$394K +5,467 New
EVM
174
Eaton Vance Management
Massachusetts
$388K -$7.2K -100 -2%
CS
175
Comerica Securities
Michigan
$385K -$4.32K -60 -1%
5 6
7
8 9

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.