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Vanguard Russell 1000 ETF
VONE

124 hedge funds and large institutions have $859M invested in Vanguard Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $742M → $859M (+$117M)

9% more funds holding

Funds holding: 114 → 124 (+10)

1.65% more ownership

Funds ownership: 51.16% → 52.81% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
35
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$49.3M
2
ST
Sabal Trust
Florida
+$14.5M
3
RCIM
Red Cedar Investment Management
Michigan
+$10.9M
4
Morgan Stanley
Morgan Stanley
New York
+$7.3M
5
RFM
Royal Fund Management
Florida
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$14.7M
2
AF
Alerus Financial
North Dakota
-$7.47M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.03M
5
NFG
Next Financial Group
Texas
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$5.2M -$31.6K -207 -0.6%
Goldman Sachs
27
Goldman Sachs
New York
$4.95M -$961K -6,294 -16%
V
28
Veritable
Delaware
$4.67M +$122K +797 +3%
RFM
29
Royal Fund Management
Florida
$4.61M +$4.28M +28,031 +1,629%
Ameriprise
30
Ameriprise
Minnesota
$3.74M +$121K +796 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.54M -$188K -1,231 -5%
OCG
32
Opus Capital Group
Ohio
$3.05M -$45.2K -296 -1%
Creative Planning
33
Creative Planning
Kansas
$3.05M +$1.48M +9,705 +97%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.04M -$96K -629 -3%
Comerica Bank
35
Comerica Bank
Texas
$3.02M -$142K -929 -5%
NWS
36
Newport Wealth Strategies
California
$2.7M +$45.8K +300 +2%
RFC
37
Regions Financial Corp
Alabama
$2.59M – – –
Stifel Financial
38
Stifel Financial
Missouri
$2.59M +$421K +2,756 +20%
AIA
39
Arbor Investment Advisors
North Carolina
$2.59M -$59.5K -390 -2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$2.5M -$210K -1,377 -8%
PA
41
Paracle Advisors
Washington
$2.3M -$49.3K -323 -2%
FM
42
Foster & Motley
Ohio
$2.28M +$152K +999 +7%
M&T Bank
43
M&T Bank
New York
$2.19M – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.18M -$18.8K -123 -0.9%
HAFS
45
Hapanowicz & Associates Financial Services
Pennsylvania
$2.11M +$45.5K +298 +2%
BPA
46
Beacon Pointe Advisors
California
$2.07M -$153 -1 -0%
B
47
Bridgeworth
Alabama
$1.78M -$13.7K -90 -0.8%
CAN
48
Cetera Advisor Networks
California
$1.68M -$518K -3,397 -24%
RVPG
49
Relative Value Partners Group
$1.66M -$185K -1,214 -10%
Truist Financial
50
Truist Financial
North Carolina
$1.47M +$66.1K +433 +5%
1
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VONE Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2020, worth a combined $859M — up 16% from $742M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Daido Life Insurance Company, cutting an estimated $14.7M.

  • 124 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2020, up from 114 in Q2 2020.
  • Funds reported $859M of Vanguard Russell 1000 ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2020 was Daido Life Insurance Company, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.