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Vanguard Russell 1000 Value ETF

40 hedge funds and large institutions have $145M invested in Vanguard Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $147M → $145M (-$1.29M)

15% less funds holding

Funds holding: 4740 (-7)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
20
Reduced
8
Closed
9
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 +$170K +3,708 +0.5%
CM
2
Cornerstone Management
Georgia
$17.1M -$34.5K -752 -0.2%
Bank of America
3
Bank of America
North Carolina
$15.7M +$5.44M +118,688 +51%
LPL Financial
4
LPL Financial
California
$13.6M +$3.63M +79,252 +35%
Morgan Stanley
5
Morgan Stanley
New York
$12M -$1.08M -23,608 -8%
CCM
6
Condor Capital Management
New Jersey
$7.93M +$66.7K +1,454 +0.8%
UBS Group
7
UBS Group
Switzerland
$6.58M +$155K +3,380 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.85M +$465K +10,150 +8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$5.23M +$1.12M +24,486 +27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.07M -$1.01M -21,932 -16%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.24M -$8.8K -192 -0.3%
Wells Fargo
12
Wells Fargo
California
$2.86M +$1.29M +28,118 +79%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.86M +$93.4K +2,036 +3%
RJA
14
Raymond James & Associates
Florida
$1.46M +$230K +5,018 +18%
MAA
15
Managed Account Advisors
New Jersey
$1.18M -$64.5K -1,406 -5%
Ameriprise
16
Ameriprise
Minnesota
$846K +$346K +7,540 +67%
PAG
17
Private Advisor Group
New Jersey
$811K +$25.9K +564 +3%
WCM
18
Wealthcare Capital Management
Virginia
$729K
Brown Advisory
19
Brown Advisory
Maryland
$708K
FAAS
20
First Allied Advisory Services
California
$665K +$26.5K +578 +4%
CIC
21
Cornercap Investment Counsel
Georgia
$596K
Baird Financial Group
22
Baird Financial Group
Wisconsin
$589K +$602K +13,130 New
PFM
23
Parsec Financial Management
North Carolina
$428K +$437K +9,540 New
CAN
24
Cetera Advisor Networks
California
$407K
BAM
25
Berkshire Asset Management
Pennsylvania
$374K +$1.38K +30 +0.4%

VONV Hedge Fund Activity: Q2 2015 in Review

40 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q2 2015, worth a combined $145M — down 0.88% from $147M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VONV and 3 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 20 added.

The largest buyer was Bank of America, adding an estimated $5.44M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.53M sold.

  • 40 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q2 2015, down from 47 in Q1 2015.
  • Funds reported $145M of Vanguard Russell 1000 Value ETF stock for Q2 2015, down 0.88% quarter-over-quarter.
  • 3 funds opened new Vanguard Russell 1000 Value ETF positions in Q2 2015 and 9 closed out, a net change of -6 holders.
  • The largest Vanguard Russell 1000 Value ETF buyer in Q2 2015 was Bank of America, an estimated $5.44M added.
  • The largest Vanguard Russell 1000 Value ETF seller in Q2 2015 was Citadel Advisors, an estimated $2.53M sold.

Based on aggregated 13F filings for Q2 2015.