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Vanguard Russell 1000 Value ETF

441 hedge funds and large institutions have $6.29B invested in Vanguard Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 103

10% more funds holding

Funds holding: 401441 (+40)

10% more capital invested

Capital invested by funds: $5.73B → $6.29B (+$565M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.62% more ownership

Funds ownership: 60.72%64.33% (+3.6%)

Holders
441
Holders Change
+40
Holders Change %
+9.98%
% of All Funds
5.81%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
69
Increased
174
Reduced
103
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LKWM
151
Lee-Kelleher Wealth Management
Maryland
$1.94M +$2.01M +23,848 New
AWM
152
Accurate Wealth Management
Florida
$1.93M +$2.01M +23,920 New
DADC
153
D.A. Davidson & Co
Montana
$1.89M -$66.9K -794 -3%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$1.88M +$77.7K +922 +4%
BF
155
BOK Financial
Oklahoma
$1.87M +$766K +9,094 +64%
AWM
156
Axxcess Wealth Management
California
$1.85M +$1.92M +22,812 New
AAM
157
Aureus Asset Management
Massachusetts
$1.78M
RZH
158
Relyea Zuckerberg Hanson
Connecticut
$1.74M +$73.9K +877 +4%
AAS
159
Avantax Advisory Services
Texas
$1.68M +$731K +8,684 +72%
BGAI
160
Bruce G. Allen Investments
Colorado
$1.67M -$19.9K -236 -1%
JWM
161
JFG Wealth Management
Colorado
$1.63M
LL
162
LPWM LLC
Minnesota
$1.59M -$215K -2,551 -12%
MAG
163
M3 Advisory Group
Massachusetts
$1.58M +$10.5K +125 +0.6%
EWA
164
EverSource Wealth Advisors
Alabama
$1.58M +$88.8K +1,054 +6%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$1.56M +$1.34M +15,937 +492%
WANY
166
Wealthspire Advisors (New York)
New York
$1.54M -$4.04K -48 -0.3%
CPIG
167
Chicago Partners Investment Group
Illinois
$1.47M +$35.2K +418 +2%
VP
168
Verum Partners
North Carolina
$1.42M -$20.3K -241 -1%
DPI
169
Diversified Portfolios Inc
Michigan
$1.39M +$7.5K +89 +0.5%
DFA
170
DHK Financial Advisors
New Hampshire
$1.38M +$1.43M +16,964 New
HIS
171
Horizon Investment Services
Indiana
$1.38M
AIA
172
Arbor Investment Advisors
North Carolina
$1.35M +$2.95K +35 +0.2%
KPWS
173
Kestra Private Wealth Services
Texas
$1.34M +$203K +2,409 +17%
P
174
&Partners
Tennessee
$1.33M +$27K +321 +2%
Citadel Advisors
175
Citadel Advisors
Florida
$1.33M +$221K +2,624 +19%

VONV Hedge Fund Activity: Q4 2024 in Review

441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q4 2024, worth a combined $6.29B — up 9.9% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VONV positions and 17 closed out — a net gain of 52 holders — while 174 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $290M. The largest seller was Citigroup, cutting an estimated $13.7M.

  • 441 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q4 2024, up from 401 in Q3 2024.
  • Funds reported $6.29B of Vanguard Russell 1000 Value ETF stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 69 funds opened new Vanguard Russell 1000 Value ETF positions in Q4 2024 and 17 closed out, a net change of +52 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q4 2024 was Bank of America, an estimated $290M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q4 2024 was Citigroup, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.