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Vanguard Russell 1000 ETF
VONE

153 hedge funds and large institutions have $1.35B invested in Vanguard Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

7% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$86.2M)

1% more funds holding

Funds holding: 151 → 153 (+2)

0.5% more ownership

Funds ownership: 51.68% → 52.18% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.68%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
12
Increased
58
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$35.6M
2
RCIM
Red Cedar Investment Management
Michigan
+$31.7M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$12.5M
4
APW
Austin Private Wealth
Texas
+$8.29M
5
WC
Wealth CMT
New Jersey
+$7.84M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.86M
2
UBS Group
UBS Group
Switzerland
-$4.82M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.26M
4
AWM
AE Wealth Management
Kansas
-$3.13M
5
Goldman Sachs
Goldman Sachs
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$9.1M +$93.2K +453 +1%
WC
27
Wealth CMT
New Jersey
$7.63M +$7.84M +38,113 New
CAM
28
Cozad Asset Management
Illinois
$7.38M +$10.3K +50 +0.1%
Comerica Bank
29
Comerica Bank
Texas
$7.23M +$3.47M +16,853 +94%
CG
30
Colony Group
Massachusetts
$7.13M +$16K +78 +0.2%
RIM
31
Rockbridge Investment Management
New York
$7.11M -$69.3K -337 -0.9%
HighTower Advisors
32
HighTower Advisors
Illinois
$6.94M -$7.2K -35 -0.1%
V
33
Veritable
Delaware
$5.71M -$278K -1,350 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.4M +$26.9K +131 +0.5%
AIA
35
Arbor Investment Advisors
North Carolina
$5.37M +$1.11M +5,391 +25%
Jane Street
36
Jane Street
New York
$5.18M +$4.49M +21,829 +537%
AAS
37
Avantax Advisory Services
Texas
$4.85M +$108K +527 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.21M -$230K -1,117 -5%
Creative Planning
39
Creative Planning
Kansas
$3.96M -$44.4K -216 -1%
CAN
40
Cetera Advisor Networks
California
$3.89M +$330K +1,605 +9%
OCG
41
Opus Capital Group
Ohio
$3.83M – – –
FM
42
Foster & Motley
Ohio
$3.81M +$124K +604 +3%
NWS
43
Newport Wealth Strategies
California
$3.47M – – –
CB
44
Commerce Bank
Missouri
$3.27M +$1.93M +9,360 +134%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.94M +$566K +2,750 +23%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$2.9M – – –
HAFS
47
Hapanowicz & Associates Financial Services
Pennsylvania
$2.89M -$84.1K -409 -3%
RFC
48
Regions Financial Corp
Alabama
$2.84M -$491K -2,388 -14%
CCM
49
Coldstream Capital Management
Washington
$2.72M -$53.5K -260 -2%
Mariner
50
Mariner
Kansas
$2.62M +$2.7M +13,109 New
1
2
3 4 5

VONE Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2021, worth a combined $1.35B — up 6.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VONE positions and 6 closed out — a net gain of 6 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $35.6M. The largest seller was Envestnet Asset Management, cutting an estimated $8.86M.

  • 153 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $1.35B of Vanguard Russell 1000 ETF stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 1000 ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2021 was Beacon Pointe Advisors, an estimated $35.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $8.86M sold.

Based on aggregated 13F filings for Q3 2021.