We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF

280 hedge funds and large institutions have $2.77B invested in Vanguard Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

3% more funds holding

Funds holding: 273280 (+7)

1% more capital invested

Capital invested by funds: $2.74B → $2.77B (+$32.9M)

1.82% less ownership

Funds ownership: 58.11%56.29% (-1.8%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

17% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 88

Holders
280
Holders Change
+7
Holders Change %
+2.56%
% of All Funds
4.04%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
26
Increased
73
Reduced
88
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$26.5M -$658K -2,768 -3%
PCMC
27
Private Capital Management (Colorado)
Colorado
$25.5M -$32.3M -135,762 -57%
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$23.9M -$2.35M -9,879 -9%
AWS
29
Atria Wealth Solutions
New York
$22.6M -$3.02M -12,721 -12%
MWM
30
Modern Wealth Management
Kansas
$22.5M +$21.7M +91,429 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$20.2M -$4.17M -17,565 -18%
KeyBank National Association
32
KeyBank National Association
Ohio
$18.6M -$158K -663 -0.9%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$16.9M -$459K -1,930 -3%
LGWM
34
Litman Gregory Wealth Management
California
$16.6M -$676K -2,845 -4%
KV
35
Kickstand Ventures
New York
$16.2M +$231K +970 +1%
SIA
36
Stegner Investment Associates
Kentucky
$15M -$303K -1,276 -2%
ONB
37
Old National Bancorp
Indiana
$14.6M -$411K -1,729 -3%
OCG
38
Opus Capital Group
Ohio
$14.3M -$120K -504 -0.9%
AIA
39
Arbor Investment Advisors
North Carolina
$14.1M +$241K +1,012 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$13.2M +$554K +2,330 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$12.6M +$2.35M +9,884 +24%
GRP
42
Global Retirement Partners
California
$12.6M +$2.68M +11,281 +28%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$11.6M +$235K +987 +2%
HHGA
44
Halbert Hargrove Global Advisors
California
$11M -$957K -4,028 -8%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$10.6M +$523K +2,200 +5%
SAM
46
Sawgrass Asset Management
Florida
$9.96M
CCM
47
Coldstream Capital Management
Washington
$9.59M +$40.6K +171 +0.4%
Vanguard Group
48
Vanguard Group
Pennsylvania
$9.18M +$713K +2,999 +9%
Creative Planning
49
Creative Planning
Kansas
$8.55M +$1.13M +4,734 +16%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.47M -$688K -2,893 -8%

VONE Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2024, worth a combined $2.77B — up 1.2% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VONE positions and 16 closed out — a net gain of 10 holders — while 73 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $22.8M. The largest seller was Private Capital Management (Colorado), cutting an estimated $32.3M.

  • 280 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2024, up from 273 in Q1 2024.
  • Funds reported $2.77B of Vanguard Russell 1000 ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 26 funds opened new Vanguard Russell 1000 ETF positions in Q2 2024 and 16 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2024 was Bank of America, an estimated $22.8M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2024 was Private Capital Management (Colorado), an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2024.