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Vanguard Russell 1000 ETF

149 hedge funds and large institutions have $1.18B invested in Vanguard Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$143M)

7% more funds holding

Funds holding: 139149 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3.77% less ownership

Funds ownership: 52.25%48.48% (-3.8%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
50
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
26
Wealth CMT
New Jersey
$7.52M -$27.7K -153 -0.4%
CAM
27
Cozad Asset Management
Illinois
$7.08M +$270K +1,490 +4%
RIM
28
Rockbridge Investment Management
New York
$6.65M +$249K +1,377 +4%
CG
29
Colony Group
Massachusetts
$6.57M
Ameriprise
30
Ameriprise
Minnesota
$6.52M +$1.4M +7,707 +28%
HighTower Advisors
31
HighTower Advisors
Illinois
$6.48M +$6.33M +34,977 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.89M +$2.41M +13,298 +72%
V
33
Veritable
Delaware
$5.62M
Goldman Sachs
34
Goldman Sachs
New York
$4.89M -$830K -4,580 -15%
AAS
35
Avantax Advisory Services
Texas
$4.68M -$2.62M -14,455 -36%
PCMC
36
Private Capital Management (Colorado)
Colorado
$4.28M +$3.46M +19,082 +477%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.88M -$493K -2,722 -11%
Comerica Bank
38
Comerica Bank
Texas
$3.69M +$16.8K +93 +0.5%
Creative Planning
39
Creative Planning
Kansas
$3.67M +$18.3K +101 +0.5%
AIA
40
Arbor Investment Advisors
North Carolina
$3.67M +$562K +3,102 +19%
AWM
41
AE Wealth Management
Kansas
$3.65M +$3.57M +19,700 New
OCG
42
Opus Capital Group
Ohio
$3.57M -$75K -414 -2%
FM
43
Foster & Motley
Ohio
$3.25M +$291K +1,609 +10%
NWS
44
Newport Wealth Strategies
California
$3.21M
RFC
45
Regions Financial Corp
Alabama
$3.09M -$10.7K -59 -0.4%
BPA
46
Beacon Pointe Advisors
California
$2.94M
HAFS
47
Hapanowicz & Associates Financial Services
Pennsylvania
$2.73M -$67K -370 -2%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$2.68M -$311K -1,719 -11%
PA
49
Paracle Advisors
Washington
$2.64M -$70.6K -390 -3%
CAN
50
Cetera Advisor Networks
California
$2.43M +$253K +1,399 +12%

VONE Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2021, worth a combined $1.18B — up 14% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 10 closed out — a net gain of 11 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $38.3M. The largest seller was Vanguard Group, cutting an estimated $16.7M.

  • 149 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2021, up from 139 in Q4 2020.
  • Funds reported $1.18B of Vanguard Russell 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q1 2021 and 10 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2021 was KeyBank National Association, an estimated $38.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2021 was Vanguard Group, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2021.