Vanguard Russell 1000 Value ETF
VONV
366 hedge funds and large institutions have $4.77B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 27 closing their positions.
126% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 27
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
13% more capital invested
Capital invested by funds: $4.21B → $4.77B (+$568M)
7% more funds holding
Funds holding: 341 → 366 (+25)
4% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 114
4.38% less ownership
Funds ownership: 64.42% → 60.04% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$115M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$37.9M |
| 3 |
Morgan Stanley
New York
|
+$32.1M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$28.7M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$64.6M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$47.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$31.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$17.9M |
| 5 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$8.45M |
VONV Hedge Fund Activity: Q4 2023 in Review
366 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Value ETF (VONV) for Q4 2023, worth a combined $4.77B — up 13% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VONV positions and 27 closed out — a net gain of 34 holders — while 118 added to existing stakes and 114 trimmed.
The largest buyer was Bank of America, adding an estimated $115M. The largest seller was LPL Financial, cutting an estimated $64.6M.
- 366 institutional investors held Vanguard Russell 1000 Value ETF (VONV) as of Q4 2023, up from 341 in Q3 2023.
- Funds reported $4.77B of Vanguard Russell 1000 Value ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 61 funds opened new Vanguard Russell 1000 Value ETF positions in Q4 2023 and 27 closed out, a net change of +34 holders.
- The largest Vanguard Russell 1000 Value ETF buyer in Q4 2023 was Bank of America, an estimated $115M added.
- The largest Vanguard Russell 1000 Value ETF seller in Q4 2023 was LPL Financial, an estimated $64.6M sold.
Based on aggregated 13F filings for Q4 2023.