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Vanguard Russell 1000 ETF
VONE

66 hedge funds and large institutions have $279M invested in Vanguard Russell 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

27% more capital invested

Capital invested by funds: $220M → $279M (+$59.1M)

12% more funds holding

Funds holding: 59 → 66 (+7)

6.1% more ownership

Funds ownership: 28.29% → 34.39% (+6.1%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
17
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$45.6M
2
UBS Group
UBS Group
Switzerland
+$4.65M
3
B
Bridgeworth
Alabama
+$1.26M
4
Wells Fargo
Wells Fargo
California
+$1.12M
5
CCP
Corient Capital Partners
California
+$578K

Top Sellers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
-$4.95M
2
Jane Street
Jane Street
New York
-$3.49M
3
VF
Virtu Financial
New York
-$3.31M
4
UBS AM
UBS AM
Illinois
-$984K
5
CA
Cetera Advisors
Colorado
-$922K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
26
Mitchell McLeod Pugh & Williams
Alabama
$1.23M – – –
Brown Advisory
27
Brown Advisory
Maryland
$1.14M -$45.6K -382 -4%
SEI Investments
28
SEI Investments
Pennsylvania
$1.14M +$955 +8 +0.1%
RJA
29
Raymond James & Associates
Florida
$1.1M -$167K -1,401 -13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$878K -$76.2K -638 -8%
CAN
31
Cetera Advisor Networks
California
$599K +$173K +1,450 +42%
CCP
32
Corient Capital Partners
California
$593K +$578K +4,840 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$561K -$12.9K -108 -2%
JWA
34
JFS Wealth Advisors
Pennsylvania
$504K +$358 +3 +0.1%
Citadel Advisors
35
Citadel Advisors
Florida
$497K +$484K +4,056 New
SCP
36
Syntal Capital Partners
Texas
$470K -$63.2K -529 -12%
PFO
37
Pathstone Family Office
New Jersey
$463K +$109K +910 +32%
William Blair & Company
38
William Blair & Company
Illinois
$367K – – –
TH
39
Timber Hill
Connecticut
$354K -$143K -1,201 -29%
CC
40
Cognios Capital
Kansas
$353K +$27.6K +231 +9%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$338K +$11.3K +95 +4%
SG Americas Securities
42
SG Americas Securities
New York
$297K +$289K +2,420 New
SFG
43
SNS Financial Group
Minnesota
$294K +$287K +2,400 New
ERIM
44
Eagle Ridge Investment Management
Connecticut
$288K -$19.7K -165 -7%
Stifel Financial
45
Stifel Financial
Missouri
$276K – – –
JMPWA
46
JP Morgan Private Wealth Advisors
California
$274K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$260K +$4.3K +36 +2%
FAIM
48
Financial Advocates Investment Management
Washington
$254K +$247K +2,073 New
IP
49
Intellectus Partners
California
$245K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$241K -$1.67K -14 -0.7%
1
2
3

VONE Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2017, worth a combined $279M — up 27% from $220M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $45.6M. The largest seller was Suntrust Banks, exiting entirely with an estimated $4.95M sold.

  • 66 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $279M of Vanguard Russell 1000 ETF stock for Q4 2017, up 27% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2017 was Waverly Advisors, an estimated $45.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2017 was Suntrust Banks, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2017.