We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF
VONE

114 hedge funds and large institutions have $742M invested in Vanguard Russell 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $523M → $742M (+$219M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 104 → 114 (+10)

3.23% more ownership

Funds ownership: 47.93% → 51.16% (+3.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
18
Increased
38
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCIM
Red Cedar Investment Management
Michigan
+$81.9M
2
JG
Jefferies Group
New York
+$10M
3
UBS Group
UBS Group
Switzerland
+$5.88M
4
Goldman Sachs
Goldman Sachs
New York
+$5.12M
5
CAM
Cozad Asset Management
Illinois
+$4.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.3M
2
Bank of America
Bank of America
North Carolina
-$3.39M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
Comerica Bank
Comerica Bank
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.42M – – –
SIA
52
Starfire Investment Advisers
Michigan
$1.38M – – –
MMPW
53
Mitchell McLeod Pugh & Williams
Alabama
$1.34M – – –
Truist Financial
54
Truist Financial
North Carolina
$1.28M -$467K -3,485 -28%
PAG
55
Private Advisor Group
New Jersey
$1.21M -$22.4K -167 -2%
Citadel Advisors
56
Citadel Advisors
Florida
$1.15M +$1.08M +8,070 New
Jane Street
57
Jane Street
New York
$1.14M -$1.05M -7,826 -49%
PFO
58
Pathstone Family Office
New Jersey
$1.09M +$4.69K +35 +0.5%
AF
59
Allworth Financial
California
$1.05M -$191K -1,425 -16%
LL
60
LPWM LLC
Minnesota
$1.02M – – –
Bank of New York Mellon
61
Bank of New York Mellon
New York
$856K -$27K -202 -3%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$838K -$9.51K -71 -1%
Osaic Holdings
63
Osaic Holdings
Arizona
$794K +$32.4K +242 +5%
William Blair & Company
64
William Blair & Company
Illinois
$757K – – –
APG
65
Abacus Planning Group
South Carolina
$709K -$190K -1,421 -22%
WG
66
Welch Group
Alabama
$666K -$69.2K -517 -10%
Brown Advisory
67
Brown Advisory
Maryland
$653K – – –
RJT
68
Raymond James Trust
Florida
$652K -$26.8K -200 -4%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$616K +$501K +3,742 +656%
EF
70
Empirical Finance
Pennsylvania
$602K – – –
JWA
71
JFS Wealth Advisors
Pennsylvania
$587K +$134 +1 +0%
PFS
72
Prospera Financial Services
Texas
$571K +$2.95K +22 +0.6%
First Manhattan
73
First Manhattan
New York
$551K +$406K +3,035 +357%
WANY
74
Wealthspire Advisors (New York)
New York
$549K +$1.47K +11 +0.3%
RIS
75
Retirement Income Solutions
Michigan
$549K +$518K +3,871 New
1 2
3
4 5

VONE Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2020, worth a combined $742M — up 42% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONE positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was Red Cedar Investment Management, opening a new position worth an estimated $81.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.3M.

  • 114 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2020, up from 104 in Q1 2020.
  • Funds reported $742M of Vanguard Russell 1000 ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 ETF positions in Q2 2020 and 8 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2020 was Red Cedar Investment Management, an estimated $81.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2020.