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Vanguard Russell 1000 ETF

178 hedge funds and large institutions have $1.63B invested in Vanguard Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$278M)

16% more funds holding

Funds holding: 153178 (+25)

2.73% more ownership

Funds ownership: 52.18%54.91% (+2.7%)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
33
Increased
59
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
26
Royal Fund Management
Florida
$13M +$377K +1,772 +3%
BFAG
27
Blackston Financial Advisory Group
Florida
$11.6M +$11.3M +53,057 New
Northern Trust
28
Northern Trust
Illinois
$9.89M -$49.8K -234 -0.5%
TWM
29
Thrive Wealth Management
Pennsylvania
$9.19M +$8.94M +41,979 New
CAM
30
Cozad Asset Management
Illinois
$8.06M -$5.54K -26 -0.1%
WC
31
Wealth CMT
New Jersey
$7.99M -$345K -1,618 -4%
CG
32
Colony Group
Massachusetts
$7.85M +$46.9K +220 +0.6%
RIM
33
Rockbridge Investment Management
New York
$7.7M -$79.7K -374 -1%
HighTower Advisors
34
HighTower Advisors
Illinois
$7.54M -$53.3K -250 -0.7%
WIA
35
World Investment Advisors
California
$7.09M +$7.31M +34,333 New
CB
36
Commerce Bank
Missouri
$7.06M +$3.4M +15,945 +98%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$6.09M +$179K +842 +3%
AIA
38
Arbor Investment Advisors
North Carolina
$6.08M +$210K +985 +4%
V
39
Veritable
Delaware
$5.92M -$311K -1,460 -5%
AAS
40
Avantax Advisory Services
Texas
$5.29M -$3.83K -18 -0.1%
BlackRock
41
BlackRock
New York
$4.97M +$3.16M +14,813 +187%
Creative Planning
42
Creative Planning
Kansas
$4.38M +$42.6K +200 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
$4.28M +$1.04M +4,871 +33%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$4.24M -$350K -1,645 -8%
CAN
45
Cetera Advisor Networks
California
$4.15M -$99.3K -466 -2%
OCG
46
Opus Capital Group
Ohio
$4.11M -$80.1K -376 -2%
FM
47
Foster & Motley
Ohio
$4.07M -$101K -475 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.8M +$2.82M +13,220 +318%
BPA
49
Beacon Pointe Advisors
California
$3.74M -$36.6M -172,044 -91%
Mariner
50
Mariner
Kansas
$3.67M +$781K +3,667 +28%

VONE Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2021, worth a combined $1.63B — up 21% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONE positions and 6 closed out — a net gain of 27 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $36.6M. The largest seller was Beacon Pointe Advisors, cutting an estimated $36.6M.

  • 178 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $1.63B of Vanguard Russell 1000 ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 ETF positions in Q4 2021 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2021 was Cerity Partners, an estimated $36.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2021 was Beacon Pointe Advisors, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2021.