Vanguard Russell 1000 Value ETF
VONV
309 hedge funds and large institutions have $4.3B invested in Vanguard Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 76 reducing their positions, and 24 closing their positions.
150% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 24
57% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 76
19% more capital invested
Capital invested by funds: $3.6B → $4.3B (+$701M)
10% more funds holding
Funds holding: 280 → 309 (+29)
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
2.12% less ownership
Funds ownership: 65.47% → 63.36% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$60.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$26.5M |
| 3 |
Morgan Stanley
New York
|
+$26M |
| 4 |
VCA
Verdence Capital Advisors
Hunt Valley,
Maryland
|
+$24.4M |
| 5 |
Cerity Partners
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$79.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$25.3M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$16M |
| 4 |
Goldman Sachs
New York
|
-$15.3M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$6.23M |
VONV Hedge Fund Activity: Q4 2022 in Review
309 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q4 2022, worth a combined $4.3B — up 19% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VONV positions and 24 closed out — a net gain of 36 holders — while 119 added to existing stakes and 76 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $60.6M. The largest seller was Bank of America, cutting an estimated $79.6M.
- 309 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q4 2022, up from 280 in Q3 2022.
- Funds reported $4.3B of Vanguard Russell 1000 Value ETF stock for Q4 2022, up 19% quarter-over-quarter.
- 60 funds opened new Vanguard Russell 1000 Value ETF positions in Q4 2022 and 24 closed out, a net change of +36 holders.
- The largest Vanguard Russell 1000 Value ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $60.6M added.
- The largest Vanguard Russell 1000 Value ETF seller in Q4 2022 was Bank of America, an estimated $79.6M sold.
Based on aggregated 13F filings for Q4 2022.