Vanguard Russell 1000 Value ETF
VONV
331 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 22 closing their positions.
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
3% more funds holding
Funds holding: 320 → 331 (+11)
1.63% more ownership
Funds ownership: 61.44% → 63.07% (+1.6%)
4% more capital invested
Capital invested by funds: $3.97B → $4.11B (+$144M)
4% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 107
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$57.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.6M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$17.1M |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$109M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$33.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.3M |
| 4 |
Cerity Partners
New York
|
-$15.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13.8M |
VONV Hedge Fund Activity: Q2 2023 in Review
331 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q2 2023, worth a combined $4.11B — up 3.6% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VONV positions and 22 closed out — a net gain of 13 holders — while 103 added to existing stakes and 107 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.5M. The largest seller was Balentine LLC, cutting an estimated $109M.
- 331 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q2 2023, up from 320 in Q1 2023.
- Funds reported $4.11B of Vanguard Russell 1000 Value ETF stock for Q2 2023, up 3.6% quarter-over-quarter.
- 35 funds opened new Vanguard Russell 1000 Value ETF positions in Q2 2023 and 22 closed out, a net change of +13 holders.
- The largest Vanguard Russell 1000 Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $60.5M added.
- The largest Vanguard Russell 1000 Value ETF seller in Q2 2023 was Balentine LLC, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2023.