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Vanguard Russell 1000 ETF

83 hedge funds and large institutions have $320M invested in Vanguard Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

15% more funds holding

Funds holding: 7283 (+11)

1% more capital invested

Capital invested by funds: $316M → $320M (+$4.56M)

0.39% less ownership

Funds ownership: 34.64%34.25% (-0.39%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
19
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAFS
26
Hapanowicz & Associates Financial Services
Pennsylvania
$2.21M -$74K -565 -3%
M&T Bank
27
M&T Bank
New York
$2.19M -$240K -1,829 -10%
NWS
28
Newport Wealth Strategies
California
$2.12M -$441K -3,370 -16%
VF
29
Virtu Financial
New York
$2.06M +$2.02M +15,406 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2M -$1.39M -10,612 -42%
Citadel Advisors
31
Citadel Advisors
Florida
$1.97M +$1.05M +7,981 +118%
Morgan Stanley
32
Morgan Stanley
New York
$1.74M -$1.58M -12,096 -48%
MIAN
33
Mariner Independent Advisor Network
Kansas
$1.63M +$1.68M +12,865 New
SG Americas Securities
34
SG Americas Securities
New York
$1.61M +$1.58M +12,068 New
CA
35
Cetera Advisors
Colorado
$1.5M +$527K +4,023 +56%
MMPW
36
Mitchell McLeod Pugh & Williams
Alabama
$1.32M -$9.04K -69 -0.7%
William Blair & Company
37
William Blair & Company
Illinois
$1.31M +$589K +4,500 +84%
TRCT
38
Tower Research Capital (TRC)
New York
$827K -$688K -5,255 -46%
CWM
39
Cornerstone Wealth Management
Missouri
$755K -$916K -6,991 -7%
CAN
40
Cetera Advisor Networks
California
$721K +$707K +5,400 New
Stifel Financial
41
Stifel Financial
Missouri
$703K +$187K +1,430 +37%
RJT
42
Raymond James Trust
Florida
$661K +$291K +2,224 +81%
PFO
43
Pathstone Family Office
New Jersey
$638K
JWA
44
JFS Wealth Advisors
Pennsylvania
$550K +$262 +2 +0%
PAG
45
Private Advisor Group
New Jersey
$523K +$513K +3,916 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$520K -$160K -1,224 -24%
SCP
47
Syntal Capital Partners
Texas
$514K
Brown Advisory
48
Brown Advisory
Maryland
$507K -$4.19K -32 -0.8%
CS
49
Comerica Securities
Michigan
$472K +$461K +3,520 New
NFG
50
Next Financial Group
Texas
$388K -$14.3M -108,953 -97%

VONE Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2018, worth a combined $320M — up 1.4% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VONE positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $8.56M. The largest seller was Next Financial Group, cutting an estimated $14.3M.

  • 83 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2018, up from 72 in Q2 2018.
  • Funds reported $320M of Vanguard Russell 1000 ETF stock for Q3 2018, up 1.4% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 1000 ETF positions in Q3 2018 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2018 was Suntrust Banks, an estimated $8.56M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2018 was Next Financial Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2018.