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Vanguard Russell 1000 ETF

99 hedge funds and large institutions have $540M invested in Vanguard Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

16% more funds holding

Funds holding: 8599 (+14)

3% more capital invested

Capital invested by funds: $526M → $540M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.79% less ownership

Funds ownership: 43.63%39.83% (-3.8%)

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
31
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$719K +$44.7K +317 +7%
RJT
52
Raymond James Trust
Florida
$707K
PAG
53
Private Advisor Group
New Jersey
$704K -$74.5K -528 -10%
JWA
54
JFS Wealth Advisors
Pennsylvania
$609K +$564 +4 +0.1%
PFS
55
Prospera Financial Services
Texas
$607K +$581K +4,115 New
WANY
56
Wealthspire Advisors (New York)
New York
$567K +$542K +3,842 New
WP
57
WealthShield Partners
North Carolina
$530K +$28.5K +202 +6%
TRCT
58
Tower Research Capital (TRC)
New York
$527K -$240K -1,703 -32%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$522K +$261K +1,848 +109%
CWM
60
Cordatus Wealth Management
Pennsylvania
$521K -$10.3K -73 -2%
BRWA
61
B. Riley Wealth Advisors
Florida
$374K +$358K +2,536 New
CT
62
Cambridge Trust
Massachusetts
$353K +$338K +2,395 New
MML Investors Services
63
MML Investors Services
Massachusetts
$312K +$33.6K +238 +13%
JP Morgan Chase
64
JP Morgan Chase
New York
$309K
BPA
65
Beacon Pointe Advisors
California
$295K
ERIM
66
Eagle Ridge Investment Management
Connecticut
$270K -$2.12K -15 -0.8%
SFA
67
Sequoia Financial Advisors
Ohio
$270K
SWM
68
Selective Wealth Management
Virginia
$260K -$39.1K -277 -14%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$236K +$226K +1,600 New
Renaissance Technologies
70
Renaissance Technologies
New York
$236K +$226K +1,600 New
VF
71
Virtu Financial
New York
$221K +$211K +1,496 New
VAG
72
VisionPoint Advisory Group
Texas
$201K +$192K +1,360 New
P
73
Pitcairn
Pennsylvania
$200K +$192K +1,358 New
AG
74
Advisor Group
Arizona
$162K +$9.45K +67 +7%
AA
75
Ancora Advisors
Ohio
$118K +$113K +801 New

VONE Hedge Fund Activity: Q4 2019 in Review

99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2019, worth a combined $540M — up 2.6% from $526M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was UBS AM, exiting entirely with an estimated $44.4M sold.

  • 99 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $540M of Vanguard Russell 1000 ETF stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2019 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2019 was Bank of America, an estimated $13.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2019 was UBS AM, an estimated $44.4M sold.

Based on aggregated 13F filings for Q4 2019.