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Vanguard Russell 1000 ETF
VONE

139 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

21% more capital invested

Capital invested by funds: $859M → $1.04B (+$179M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

12% more funds holding

Funds holding: 124 → 139 (+15)

0.56% less ownership

Funds ownership: 52.81% → 52.25% (-0.56%)

Holders
139
Holders Change
+15
Holders Change %
+12.1%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
23
Increased
47
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.6M
2
NIA
Northstar Investment Advisors
Colorado
+$17.8M
3
SIA
Stegner Investment Associates
Kentucky
+$9.62M
4
Morgan Stanley
Morgan Stanley
New York
+$8.97M
5
RCIM
Red Cedar Investment Management
Michigan
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$53.7M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
3
Northern Trust
Northern Trust
Illinois
-$4.61M
4
AAS
Avantax Advisory Services
Texas
-$3.09M
5
WA
Waverly Advisors
Alabama
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$6.72M +$5.52M +33,443 +677%
CAM
27
Cozad Asset Management
Illinois
$6.44M +$260K +1,572 +4%
CG
28
Colony Group
Massachusetts
$6.21M +$20.8K +126 +0.4%
RIM
29
Rockbridge Investment Management
New York
$6.05M +$80.8K +489 +1%
Goldman Sachs
30
Goldman Sachs
New York
$5.43M -$157K -948 -3%
V
31
Veritable
Delaware
$5.32M +$36.5K +221 +0.7%
Ameriprise
32
Ameriprise
Minnesota
$4.81M +$549K +3,324 +14%
Citigroup
33
Citigroup
New York
$4.35M -$1.45M -8,793 -26%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.15M +$131K +790 +3%
RCA
35
Rowland Carmichael Advisors
Arizona
$3.81M +$3.6M +21,765 New
OCG
36
Opus Capital Group
Ohio
$3.45M -$826 -5 -0%
Creative Planning
37
Creative Planning
Kansas
$3.45M – – –
Comerica Bank
38
Comerica Bank
Texas
$3.39M +$1.49K +9 +0%
Stifel Financial
39
Stifel Financial
Missouri
$3.28M +$328K +1,984 +12%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.24M +$723K +4,376 +31%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.97M -$442K -2,678 -14%
RFC
42
Regions Financial Corp
Alabama
$2.93M – – –
AIA
43
Arbor Investment Advisors
North Carolina
$2.92M -$2.31K -14 -0.1%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$2.84M – – –
FM
45
Foster & Motley
Ohio
$2.79M +$200K +1,210 +8%
BPA
46
Beacon Pointe Advisors
California
$2.78M +$412K +2,493 +19%
NWS
47
Newport Wealth Strategies
California
$2.68M – – –
HAFS
48
Hapanowicz & Associates Financial Services
Pennsylvania
$2.65M +$249K +1,509 +11%
PA
49
Paracle Advisors
Washington
$2.57M -$31.4K -190 -1%
M&T Bank
50
M&T Bank
New York
$2.47M -$11.4K -69 -0.5%
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VONE Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2020, worth a combined $1.04B — up 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $53.7M.

  • 139 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $1.04B of Vanguard Russell 1000 ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2020 was Vanguard Group, an estimated $28.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2020.