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Vanguard Russell 1000 ETF

151 hedge funds and large institutions have $1.27B invested in Vanguard Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$85.9M)

3.2% more ownership

Funds ownership: 48.48%51.68% (+3.2%)

1% more funds holding

Funds holding: 149151 (+2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
49
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cozad Asset Management
Illinois
$7.37M -$281K -1,440 -4%
RIM
27
Rockbridge Investment Management
New York
$7.18M -$4.29K -22 -0.1%
CG
28
Colony Group
Massachusetts
$7.12M +$15.4K +79 +0.2%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.95M -$49K -251 -0.7%
V
30
Veritable
Delaware
$5.98M -$94.2K -483 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.38M -$17M -87,210 -76%
AAS
32
Avantax Advisory Services
Texas
$4.75M -$309K -1,582 -6%
AWM
33
AE Wealth Management
Kansas
$4.53M +$565K +2,894 +15%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.43M +$228K +1,170 +6%
AIA
35
Arbor Investment Advisors
North Carolina
$4.29M +$318K +1,631 +8%
Creative Planning
36
Creative Planning
Kansas
$4.01M +$42.1K +216 +1%
OCG
37
Opus Capital Group
Ohio
$3.83M -$30.2K -155 -0.8%
FM
38
Foster & Motley
Ohio
$3.69M +$175K +899 +5%
Comerica Bank
39
Comerica Bank
Texas
$3.67M -$191K -978 -5%
CAN
40
Cetera Advisor Networks
California
$3.57M +$918K +4,704 +36%
NWS
41
Newport Wealth Strategies
California
$3.47M
RFC
42
Regions Financial Corp
Alabama
$3.32M -$24K -123 -0.7%
BPA
43
Beacon Pointe Advisors
California
$3.26M +$79.8K +409 +3%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$2.98M +$23.8K +122 +0.8%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$2.9M
CCM
46
Coldstream Capital Management
Washington
$2.78M +$2.7M +13,865 New
SAMC
47
Spectrum Asset Management (California)
California
$2.67M +$1.19M +6,090 +84%
A
48
AdvicePeriod
California
$2.62M +$862K +4,417 +51%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.42M -$60.3K -309 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.39M +$491K +2,517 +27%

VONE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2021, worth a combined $1.27B — up 7.3% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $29.4M. The largest seller was Red Cedar Investment Management, cutting an estimated $21M.

  • 151 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2021, up from 149 in Q1 2021.
  • Funds reported $1.27B of Vanguard Russell 1000 ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2021 was UBS Group, an estimated $29.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2021 was Red Cedar Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2021.