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Vanguard Russell 1000 ETF
VONE

104 hedge funds and large institutions have $523M invested in Vanguard Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8.1% more ownership

Funds ownership: 39.83% → 47.93% (+8.1%)

5% more funds holding

Funds holding: 99 → 104 (+5)

3% less capital invested

Capital invested by funds: $540M → $523M (-$17M)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
35
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APW
Austin Private Wealth
Texas
+$43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.6M
3
WC
Wealth CMT
New Jersey
+$5.93M
4
MCM
MAI Capital Management
Ohio
+$5.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
-$2.96M
2
BMM
Berkshire Money Management
Massachusetts
-$2.67M
3
TC
Telemus Capital
Michigan
-$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
5
LPL Financial
LPL Financial
California
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
V
26
Veritable
Delaware
$2.48M +$2.96M +21,175 New
OCG
27
Opus Capital Group
Ohio
$2.36M -$409K -2,928 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.33M +$441K +3,153 +19%
NWS
29
Newport Wealth Strategies
California
$2.27M -$282K -2,014 -10%
PA
30
Paracle Advisors
Washington
$2.15M +$2.56M +18,330 New
Neuberger Berman Group
31
Neuberger Berman Group
New York
$2.06M – – –
RFC
32
Regions Financial Corp
Alabama
$1.96M – – –
CA
33
Cetera Advisors
Colorado
$1.95M +$224K +1,605 +11%
Citigroup
34
Citigroup
New York
$1.92M +$2.26M +16,144 +7,799%
HAFS
35
Hapanowicz & Associates Financial Services
Pennsylvania
$1.92M -$1.26K -9 -0.1%
Ameriprise
36
Ameriprise
Minnesota
$1.9M -$149K -1,066 -6%
Jane Street
37
Jane Street
New York
$1.86M +$1.1M +7,838 +98%
DW
38
Domani Wealth
Pennsylvania
$1.76M +$2.1M +15,058 New
M&T Bank
39
M&T Bank
New York
$1.75M +$2.08M +14,881 New
BPA
40
Beacon Pointe Advisors
California
$1.56M +$1.58M +11,297 +565%
Truist Financial
41
Truist Financial
North Carolina
$1.47M +$803K +5,742 +85%
B
42
Bridgeworth
Alabama
$1.36M -$15.9K -114 -1%
CAN
43
Cetera Advisor Networks
California
$1.36M +$322K +2,300 +25%
MIAN
44
Mariner Independent Advisor Network
Kansas
$1.28M -$106K -755 -6%
FM
45
Foster & Motley
Ohio
$1.26M +$630K +4,508 +72%
Creative Planning
46
Creative Planning
Kansas
$1.17M – – –
SIA
47
Starfire Investment Advisers
Michigan
$1.14M -$823K -5,890 -38%
MMPW
48
Mitchell McLeod Pugh & Williams
Alabama
$1.11M -$4.19K -30 -0.3%
AF
49
Allworth Financial
California
$1.03M +$1.23M +8,828 New
PAG
50
Private Advisor Group
New Jersey
$1.02M +$551K +3,943 +83%
1
2
3 4 5

VONE Hedge Fund Activity: Q1 2020 in Review

104 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2020, worth a combined $523M — down 3.1% from $540M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 14 closed out — a net gain of 9 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Austin Private Wealth, adding an estimated $43M. The largest seller was Next Financial Group, cutting an estimated $2.96M.

  • 104 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2020, up from 99 in Q4 2019.
  • Funds reported $523M of Vanguard Russell 1000 ETF stock for Q1 2020, down 3.1% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q1 2020 and 14 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2020 was Austin Private Wealth, an estimated $43M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2020 was Next Financial Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2020.