Vanguard Russell 1000 ETF
VONE
80 hedge funds and large institutions have $350M invested in Vanguard Russell 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 16 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $320M → $350M (+$29.4M)
4.6% more ownership
Funds ownership: 34.25% → 38.85% (+4.6%)
4% less funds holding
Funds holding: 83 → 80 (-3)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$31.2M |
| 2 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
+$20.6M |
| 3 |
Morgan Stanley
New York
|
+$8.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.92M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$6.67M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$2.89M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.62M |
VONE Hedge Fund Activity: Q4 2018 in Review
80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2018, worth a combined $350M — up 9.2% from $320M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of VONE and 13 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 28 added.
The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $31.2M. The largest seller was Jefferies Group, exiting entirely with an estimated $6.67M sold.
- 80 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2018, down from 83 in Q3 2018.
- Funds reported $350M of Vanguard Russell 1000 ETF stock for Q4 2018, up 9.2% quarter-over-quarter.
- 13 funds opened new Vanguard Russell 1000 ETF positions in Q4 2018 and 16 closed out, a net change of -3 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q4 2018 was Daido Life Insurance Company, an estimated $31.2M added.
- The largest Vanguard Russell 1000 ETF seller in Q4 2018 was Jefferies Group, an estimated $6.67M sold.
Based on aggregated 13F filings for Q4 2018.