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Vanguard Russell 1000 ETF
VONE

72 hedge funds and large institutions have $316M invested in Vanguard Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 66 → 72 (+6)

7% more capital invested

Capital invested by funds: $295M → $316M (+$21.1M)

0.98% more ownership

Funds ownership: 33.66% → 34.64% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
15
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cambridge Associates
Massachusetts
+$11.9M
2
CWM
Cornerstone Wealth Management
Missouri
+$11.8M
3
RJA
Raymond James & Associates
Florida
+$9.16M
4
UBS Group
UBS Group
Switzerland
+$3.38M
5
Jane Street
Jane Street
New York
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.82M
2
NFG
Next Financial Group
Texas
-$7.56M
3
UBS AM
UBS AM
Illinois
-$2.71M
4
NWS
Newport Wealth Strategies
California
-$2.25M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.43M +$253K +2,038 +12%
M&T Bank
27
M&T Bank
New York
$2.28M -$89.9K -723 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.14M +$73.8K +594 +4%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$2.14M +$199K +1,603 +10%
TRCT
30
Tower Research Capital (TRC)
New York
$1.43M +$7.21K +58 +0.5%
B
31
Bridgeworth
Alabama
$1.42M -$416K -3,350 -23%
MMPW
32
Mitchell McLeod Pugh & Williams
Alabama
$1.25M -$8.95K -72 -0.7%
CA
33
Cetera Advisors
Colorado
$902K -$124K -1,000 -12%
Citadel Advisors
34
Citadel Advisors
Florida
$846K +$843K +6,778 New
CWM
35
Cornerstone Wealth Management
Missouri
$759K +$11.8M +95,035 New
William Blair & Company
36
William Blair & Company
Illinois
$666K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$621K – – –
PFO
38
Pathstone Family Office
New Jersey
$598K – – –
JWA
39
JFS Wealth Advisors
Pennsylvania
$514K – – –
SCP
40
Syntal Capital Partners
Texas
$479K – – –
Stifel Financial
41
Stifel Financial
Missouri
$479K +$172K +1,382 +56%
Brown Advisory
42
Brown Advisory
Maryland
$478K – – –
Goldman Sachs
43
Goldman Sachs
New York
$353K +$352K +2,829 New
RJT
44
Raymond James Trust
Florida
$341K +$339K +2,730 New
FWIA
45
Fort Washington Investment Advisors
Ohio
$336K – – –
ERIM
46
Eagle Ridge Investment Management
Connecticut
$292K -$1.86K -15 -0.6%
FAIM
47
Financial Advocates Investment Management
Washington
$260K – – –
CSIC
48
Clifford Swan Investment Counsel
California
$257K +$255K +2,055 New
JP Morgan Chase
49
JP Morgan Chase
New York
$256K – – –
CC
50
Cognios Capital
Kansas
$254K -$67.8K -545 -21%
1
2
3 4

VONE Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2018, worth a combined $316M — up 7.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VONE positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Cambridge Associates, opening a new position worth an estimated $11.9M. The largest seller was Wells Fargo, cutting an estimated $8.82M.

  • 72 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $316M of Vanguard Russell 1000 ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 1000 ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2018 was Cambridge Associates, an estimated $11.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2018 was Wells Fargo, an estimated $8.82M sold.

Based on aggregated 13F filings for Q2 2018.