We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF
VONE

72 hedge funds and large institutions have $316M invested in Vanguard Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 66 → 72 (+6)

7% more capital invested

Capital invested by funds: $295M → $316M (+$21.1M)

0.98% more ownership

Funds ownership: 33.66% → 34.64% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
15
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cambridge Associates
Massachusetts
+$11.9M
2
CWM
Cornerstone Wealth Management
Missouri
+$11.8M
3
RJA
Raymond James & Associates
Florida
+$9.16M
4
UBS Group
UBS Group
Switzerland
+$3.38M
5
Jane Street
Jane Street
New York
+$3.25M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.82M
2
NFG
Next Financial Group
Texas
-$7.56M
3
UBS AM
UBS AM
Illinois
-$2.71M
4
NWS
Newport Wealth Strategies
California
-$2.25M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBNLCF
51
Cognios Beta Neutral Large Cap Fund
Kansas
$254K +$252K +2,031 New
SFA
52
Sequoia Financial Advisors
Ohio
$229K – – –
Renaissance Technologies
53
Renaissance Technologies
New York
$225K +$224K +1,800 New
MML Investors Services
54
MML Investors Services
Massachusetts
$220K -$69.5K -559 -24%
IP
55
Intellectus Partners
California
$119K – – –
PO
56
Private Ocean
California
$100K – – –
QAM
57
QCI Asset Management
New York
$83K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$72K +$70.9K +570 +57,000%
AG
59
Advisor Group
Arizona
$62K – – –
OIA
60
OneDigital Investment Advisors
Kansas
$58K – – –
IA
61
IFP Advisors
Florida
$50K +$124 +1 +0.3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$34K -$309K -2,485 -90%
MA
63
MUFG Americas
New York
$25K – – –
SEI Investments
64
SEI Investments
Pennsylvania
$22K -$1.21M -9,703 -98%
BlackRock
65
BlackRock
New York
$22K -$2.24K -18 -9%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
MPPLM
67
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$15.2K +122 New
Citigroup
68
Citigroup
New York
$13K -$75.2K -605 -85%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$13K -$3.36K -27 -21%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$10K -$870 -7 -8%
PCG
71
Private Capital Group
Connecticut
$8K – – –
TCOV
72
Trust Company of Vermont
Vermont
$3K -$497 -4 -14%
CAN
73
Cetera Advisor Networks
California
– -$594K -4,900 Closed
PAG
74
Private Advisor Group
New Jersey
– -$400K -3,300 Closed
TH
75
Timber Hill
Connecticut
– -$253K -2,088 Closed
1 2
3
4

VONE Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2018, worth a combined $316M — up 7.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VONE positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Cambridge Associates, opening a new position worth an estimated $11.9M. The largest seller was Wells Fargo, cutting an estimated $8.82M.

  • 72 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $316M of Vanguard Russell 1000 ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 1000 ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2018 was Cambridge Associates, an estimated $11.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2018 was Wells Fargo, an estimated $8.82M sold.

Based on aggregated 13F filings for Q2 2018.