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Vanguard Russell 1000 Value ETF

287 hedge funds and large institutions have $3.69B invested in Vanguard Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

3% more funds holding

Funds holding: 279287 (+8)

34% less capital invested

Capital invested by funds: $5.6B → $3.69B (-$1.91B)

38.55% less ownership

Funds ownership: 102.34%63.79% (-39%)

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.83%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.37%
New
36
Increased
103
Reduced
81
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$684K +$3.16K +46 +0.4%
WANY
152
Wealthspire Advisors (New York)
New York
$678K +$94.2K +1,371 +15%
JBA
153
Johnson Bixby & Associates
Washington
$646K +$490K +7,126 +235%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$638K +$7.08K +103 +1%
KPWS
155
Kestra Private Wealth Services
Texas
$633K -$9.69K -141 -1%
CWM
156
Collaborative Wealth Management
Florida
$626K +$677K +9,848 New
SW
157
SVB Wealth
Massachusetts
$598K +$120K +1,740 +23%
OL
158
Optas LLC
Texas
$582K
BF
159
BOK Financial
Oklahoma
$565K
YWS
160
Yarger Wealth Strategies
Ohio
$565K +$3.5K +51 +0.6%
BWM
161
Benchmark Wealth Management
Connecticut
$557K -$21.9K -319 -4%
BSW
162
Buckingham Strategic Wealth
Missouri
$530K +$68.7K +1,000 +14%
APA
163
American Portfolios Advisors
New York
$507K
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$506K +$291K +4,232 +113%
TPCW
165
TD Private Client Wealth
New York
$501K +$6.32K +92 +1%
EVM
166
Eaton Vance Management
Massachusetts
$497K +$171K +2,487 +47%
AAS
167
Avantax Advisory Services
Texas
$474K +$7.42K +108 +1%
QC
168
Quent Capital
New York
$473K
ESB
169
Essex Savings Bank
Connecticut
$465K
PFM
170
Parsec Financial Management
North Carolina
$464K -$21.6K -315 -4%
BAM
171
Berkshire Asset Management
Pennsylvania
$464K
BPWM
172
Badgley Phelps Wealth Managers
Washington
$462K +$500K +7,272 New
CS
173
Comerica Securities
Michigan
$450K +$121K +1,756 +33%
TSS
174
Two Sigma Securities
New York
$445K +$482K +7,009 New
AA
175
Addison Advisors
Vermont
$435K

VONV Hedge Fund Activity: Q2 2022 in Review

287 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q2 2022, worth a combined $3.69B — down 34% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VONV positions and 24 closed out — a net gain of 12 holders — while 103 added to existing stakes and 81 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $14.6M. The largest seller was Aaron Wealth Advisors, cutting an estimated $2.29B.

  • 287 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q2 2022, up from 279 in Q1 2022.
  • Funds reported $3.69B of Vanguard Russell 1000 Value ETF stock for Q2 2022, down 34% quarter-over-quarter.
  • 36 funds opened new Vanguard Russell 1000 Value ETF positions in Q2 2022 and 24 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q2 2022 was CAPTRUST Financial Advisors, an estimated $14.6M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $2.29B sold.

Based on aggregated 13F filings for Q2 2022.