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Vanguard Russell 1000 Value ETF

47 hedge funds and large institutions have $147M invested in Vanguard Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

7% more funds holding

Funds holding: 4447 (+3)

6% less capital invested

Capital invested by funds: $156M → $147M (-$9.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$36.1M +$23K +508 +0.1%
CM
2
Cornerstone Management
Georgia
$17.3M -$3.6M -79,438 -17%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M -$2.18M -48,134 -14%
Bank of America
4
Bank of America
North Carolina
$10.5M +$1.13M +25,054 +12%
LPL Financial
5
LPL Financial
California
$10.1M +$4.04M +89,284 +66%
CCM
6
Condor Capital Management
New Jersey
$7.9M -$8.14M -179,712 -51%
UBS Group
7
UBS Group
Switzerland
$6.46M +$200K +4,420 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.08M +$3.94M +87,052 +182%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.42M +$120K +2,648 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.15M +$687K +15,180 +20%
BTS
11
BB&T Securities
Virginia
$3.42M +$343K +7,586 New
HighTower Advisors
12
HighTower Advisors
Illinois
$3.27M -$4.65M -102,746 -59%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.78M +$189K +4,176 +7%
Citadel Advisors
14
Citadel Advisors
Florida
$2.53M +$2.54M +56,160 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.99M -$1.44M -31,790 -42%
Wells Fargo
16
Wells Fargo
California
$1.61M +$162K +3,586 +11%
Jane Street
17
Jane Street
New York
$1.26M -$2.44M -53,946 -66%
MAA
18
Managed Account Advisors
New Jersey
$1.25M +$1.14M +25,268 +999%
RJA
19
Raymond James & Associates
Florida
$1.24M -$43.9K -970 -3%
PAG
20
Private Advisor Group
New Jersey
$790K +$135K +2,992 +21%
TH
21
Timber Hill
Connecticut
$787K -$21.3K -470 -3%
WCM
22
Wealthcare Capital Management
Virginia
$732K
Brown Advisory
23
Brown Advisory
Maryland
$711K -$64.1K -1,416 -8%
CL
24
Choreo LLC
Illinois
$656K +$659K +14,550 New
FAAS
25
First Allied Advisory Services
California
$641K -$492K -10,874 -43%

VONV Hedge Fund Activity: Q1 2015 in Review

47 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q1 2015, worth a combined $147M — down 6% from $156M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VONV positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.04M. The largest seller was Condor Capital Management, cutting an estimated $8.14M.

  • 47 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q1 2015, up from 44 in Q4 2014.
  • Funds reported $147M of Vanguard Russell 1000 Value ETF stock for Q1 2015, down 6% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 1000 Value ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q1 2015 was LPL Financial, an estimated $4.04M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q1 2015 was Condor Capital Management, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2015.