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Vanguard Russell 1000 ETF
VONE

85 hedge funds and large institutions have $526M invested in Vanguard Russell 1000 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $517M → $526M (+$8.51M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.5% less ownership

Funds ownership: 44.13% → 43.63% (-0.5%)

2% less funds holding

Funds holding: 87 → 85 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
6
Increased
19
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$29.3M
2
UBS Group
UBS Group
Switzerland
+$2.4M
3
Bank of America
Bank of America
North Carolina
+$2.02M
4
NFG
Next Financial Group
Texas
+$712K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$692K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
2
UBS AM
UBS AM
Illinois
-$5.26M
3
Jane Street
Jane Street
New York
-$2.73M
4
AF
Alerus Financial
North Dakota
-$2.61M
5
Comerica Bank
Comerica Bank
Texas
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
26
Hapanowicz & Associates Financial Services
Pennsylvania
$2.26M +$7.33K +54 +0.3%
SIA
27
Starfire Investment Advisers
Michigan
$2.12M – – –
M&T Bank
28
M&T Bank
New York
$2.11M – – –
CA
29
Cetera Advisors
Colorado
$2.03M +$93.8K +691 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.02M -$420K -3,095 -17%
BPWA
31
Beacon Pointe Wealth Advisors
California
$1.87M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.71M +$692K +5,100 +68%
MIAN
33
Mariner Independent Advisor Network
Kansas
$1.64M – – –
B
34
Bridgeworth
Alabama
$1.6M – – –
Creative Planning
35
Creative Planning
Kansas
$1.58M +$40.7K +300 +3%
PA
36
PFW Advisors
Georgia
$1.37M +$716K +5,273 New
MMPW
37
Mitchell McLeod Pugh & Williams
Alabama
$1.29M -$5.84K -43 -0.4%
CAN
38
Cetera Advisor Networks
California
$1.23M -$88.2K -650 -7%
PFO
39
Pathstone Family Office
New Jersey
$1.03M +$1.63K +12 +0.2%
Stifel Financial
40
Stifel Financial
Missouri
$1.01M -$113K -830 -10%
Comerica Bank
41
Comerica Bank
Texas
$1M -$2.57M -18,969 -72%
Jane Street
42
Jane Street
New York
$951K -$2.73M -20,117 -74%
SB
43
Suntrust Banks
Georgia
$884K – – –
JMPWA
44
JP Morgan Private Wealth Advisors
California
$816K -$1.36K -10 -0.2%
TC
45
Telemus Capital
Michigan
$816K – – –
Bank of New York Mellon
46
Bank of New York Mellon
New York
$741K – – –
William Blair & Company
47
William Blair & Company
Illinois
$726K – – –
PAG
48
Private Advisor Group
New Jersey
$721K -$4.34K -32 -0.6%
TRCT
49
Tower Research Capital (TRC)
New York
$717K -$61.2K -451 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$707K -$1.62M -11,941 -70%
1
2
3 4

VONE Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2019, worth a combined $526M — up 1.6% from $517M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VONE and 6 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 19 added.

The largest buyer was Daido Life Insurance Company, adding an estimated $29.3M. The largest seller was Royal Bank of Canada, cutting an estimated $10.6M.

  • 85 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2019, down from 87 in Q2 2019.
  • Funds reported $526M of Vanguard Russell 1000 ETF stock for Q3 2019, up 1.6% quarter-over-quarter.
  • 6 funds opened new Vanguard Russell 1000 ETF positions in Q3 2019 and 8 closed out, a net change of -2 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2019 was Daido Life Insurance Company, an estimated $29.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2019.