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Vanguard Russell 1000 ETF
VONE

89 hedge funds and large institutions have $425M invested in Vanguard Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $350M → $425M (+$75.8M)

11% more funds holding

Funds holding: 80 → 89 (+9)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.72% more ownership

Funds ownership: 38.85% → 39.57% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
24
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
+$59.2M
2
Wells Fargo
Wells Fargo
California
+$6.03M
3
Goldman Sachs
Goldman Sachs
New York
+$5.39M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.23M
5
RJA
Raymond James & Associates
Florida
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
-$19.1M
2
UBS AM
UBS AM
Illinois
-$11.4M
3
Bank of America
Bank of America
North Carolina
-$7.22M
4
Morgan Stanley
Morgan Stanley
New York
-$7.11M
5
AF
Alerus Financial
North Dakota
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
51
Syntal Capital Partners
Texas
$498K – – –
Brown Advisory
52
Brown Advisory
Maryland
$493K – – –
FM
53
Foster & Motley
Ohio
$489K +$470K +3,766 New
JMPWA
54
JP Morgan Private Wealth Advisors
California
$482K +$463K +3,712 New
FTUS
55
Flow Traders U.S.
New York
$481K +$462K +3,700 New
CWM
56
Cordatus Wealth Management
Pennsylvania
$461K -$57.1K -457 -11%
NFG
57
Next Financial Group
Texas
$387K -$2.75M -22,009 -88%
NFH
58
NEXT Financial Holdings
Texas
$387K +$372K +2,981 New
FWIA
59
Fort Washington Investment Advisors
Ohio
$349K – – –
WP
60
WealthShield Partners
North Carolina
$287K +$276K +2,210 New
JP Morgan Chase
61
JP Morgan Chase
New York
$272K +$7.12K +57 +3%
ERIM
62
Eagle Ridge Investment Management
Connecticut
$250K -$23.7K -190 -9%
MML Investors Services
63
MML Investors Services
Massachusetts
$250K -$13.1K -105 -5%
SFA
64
Sequoia Financial Advisors
Ohio
$238K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$231K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$207K +$199K +1,594 New
AG
67
Advisor Group
Arizona
$114K +$28.7K +230 +35%
IP
68
Intellectus Partners
California
$110K +$106K +850 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$97K – – –
QAM
70
QCI Asset Management
New York
$86K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$74K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$66K +$29.2K +234 +83%
ASN
73
Advisory Services Network
Georgia
$62K +$60.1K +481 New
OIA
74
OneDigital Investment Advisors
Kansas
$61K +$250 +2 +0.4%
Citigroup
75
Citigroup
New York
$36K -$3.75K -30 -10%
1 2
3
4

VONE Hedge Fund Activity: Q1 2019 in Review

89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2019, worth a combined $425M — up 22% from $350M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VONE positions and 7 closed out — a net gain of 9 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $59.2M. The largest seller was Pitcairn, exiting entirely with an estimated $19.1M sold.

  • 89 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $425M of Vanguard Russell 1000 ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 1000 ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2019 was Daido Life Insurance Company, an estimated $59.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2019 was Pitcairn, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2019.