We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF
VONE

83 hedge funds and large institutions have $320M invested in Vanguard Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

15% more funds holding

Funds holding: 72 → 83 (+11)

1% more capital invested

Capital invested by funds: $316M → $320M (+$4.56M)

0.39% less ownership

Funds ownership: 34.64% → 34.25% (-0.39%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
19
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
+$8.56M
2
JG
Jefferies Group
New York
+$6.55M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.34M
4
VF
Virtu Financial
New York
+$2.02M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
-$14.3M
2
UBS Group
UBS Group
Switzerland
-$3.08M
3
UBS AM
UBS AM
Illinois
-$3.05M
4
Morgan Stanley
Morgan Stanley
New York
-$1.58M
5
Jane Street
Jane Street
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
51
Fort Washington Investment Advisors
Ohio
$359K – – –
ERIM
52
Eagle Ridge Investment Management
Connecticut
$309K -$2.62K -20 -0.9%
MML Investors Services
53
MML Investors Services
Massachusetts
$283K +$46.6K +356 +20%
FAIM
54
Financial Advocates Investment Management
Washington
$277K – – –
CSIC
55
Clifford Swan Investment Counsel
California
$276K +$1.18K +9 +0.4%
JP Morgan Chase
56
JP Morgan Chase
New York
$273K -$1.31K -10 -0.5%
CC
57
Cognios Capital
Kansas
$258K -$13K -99 -5%
Renaissance Technologies
58
Renaissance Technologies
New York
$254K +$13.1K +100 +6%
SFA
59
Sequoia Financial Advisors
Ohio
$244K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$239K +$233K +1,779 New
FAAS
61
First Allied Advisory Services
California
$211K +$208K +1,587 New
JMPWA
62
JP Morgan Private Wealth Advisors
California
$205K +$201K +1,537 New
PCG
63
Private Capital Group
Connecticut
$162K +$150K +1,146 +1,763%
IP
64
Intellectus Partners
California
$114K -$13.1K -100 -11%
PO
65
Private Ocean
California
$107K – – –
QAM
66
QCI Asset Management
New York
$89K – – –
AG
67
Advisor Group
Arizona
$80K +$13.1K +100 +20%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$77K – – –
IA
69
IFP Advisors
Florida
$54K +$262 +2 +0.5%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$37K +$131 +1 +0.4%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$37K +$36.7K +280 New
FIA
72
FNY Investment Advisers
New York
$30K +$29.5K +225 New
MA
73
MUFG Americas
New York
$27K – – –
SWP
74
Stratos Wealth Partners
Ohio
$27K +$26.3K +201 New
BlackRock
75
BlackRock
New York
$23K -$393 -3 -2%
1 2
3
4

VONE Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2018, worth a combined $320M — up 1.4% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VONE positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $8.56M. The largest seller was Next Financial Group, cutting an estimated $14.3M.

  • 83 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2018, up from 72 in Q2 2018.
  • Funds reported $320M of Vanguard Russell 1000 ETF stock for Q3 2018, up 1.4% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 1000 ETF positions in Q3 2018 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2018 was Suntrust Banks, an estimated $8.56M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2018 was Next Financial Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2018.