Vanguard Russell 1000 ETF
VONE
264 hedge funds and large institutions have $2.56B invested in Vanguard Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 8 closing their positions.
425% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 8
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
24% more capital invested
Capital invested by funds: $2.07B → $2.56B (+$497M)
22% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 77
12% more funds holding
Funds holding: 235 → 264 (+29)
3.13% more ownership
Funds ownership: 57.11% → 60.23% (+3.1%)
73% less call options, than puts
Call options by funds: $502K | Put options by funds: $1.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.4M |
| 3 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
+$13.5M |
| 4 |
Goldman Sachs
New York
|
+$10.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$17.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.4M |
| 3 |
APW
Austin Private Wealth
Austin,
Texas
|
-$7.68M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$6.81M |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$6.7M |
VONE Hedge Fund Activity: Q4 2023 in Review
264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2023, worth a combined $2.56B — up 24% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VONE positions and 8 closed out — a net gain of 34 holders — while 94 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Evoke Wealth, cutting an estimated $17.9M.
- 264 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2023, up from 235 in Q3 2023.
- Funds reported $2.56B of Vanguard Russell 1000 ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 42 funds opened new Vanguard Russell 1000 ETF positions in Q4 2023 and 8 closed out, a net change of +34 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
- The largest Vanguard Russell 1000 ETF seller in Q4 2023 was Evoke Wealth, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2023.