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Vanguard Russell 1000 ETF

124 hedge funds and large institutions have $859M invested in Vanguard Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $742M → $859M (+$117M)

9% more funds holding

Funds holding: 114124 (+10)

1.65% more ownership

Funds ownership: 51.16%52.81% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
35
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
51
Mitchell McLeod Pugh & Williams
Alabama
$1.46M
KAS
52
Kestra Advisory Services
Texas
$1.44M +$22.4K +147 New
DW
53
Domani Wealth
Pennsylvania
$1.37M -$448K -2,937 -25%
PAG
54
Private Advisor Group
New Jersey
$1.25M -$69.1K -453 -5%
LL
55
LPWM LLC
Minnesota
$1.25M +$128K +840 +12%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$1.1M +$187K +1,222 +21%
AF
57
Allworth Financial
California
$1.09M -$58.5K -383 -5%
PFO
58
Pathstone Family Office
New Jersey
$920K -$268K -1,758 -23%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$839K +$163K +1,066 +25%
SIA
60
Stegner Investment Associates
Kentucky
$835K +$823K +5,394 New
William Blair & Company
61
William Blair & Company
Illinois
$826K
Bank of New York Mellon
62
Bank of New York Mellon
New York
$813K -$120K -784 -13%
Osaic Holdings
63
Osaic Holdings
Arizona
$806K -$59.2K -388 -7%
KPWS
64
Kestra Private Wealth Services
Texas
$793K +$766K +5,017 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$764K -$4M -26,230 -84%
WG
66
Welch Group
Alabama
$726K
Brown Advisory
67
Brown Advisory
Maryland
$712K
RJT
68
Raymond James Trust
Florida
$711K
APG
69
Abacus Planning Group
South Carolina
$702K -$70.2K -460 -9%
VFP
70
Verus Financial Partners
Virginia
$702K +$692K +4,535 New
WANY
71
Wealthspire Advisors (New York)
New York
$647K +$47.5K +311 +8%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$647K +$638K +4,180 New
JWA
73
JFS Wealth Advisors
Pennsylvania
$640K +$153 +1 +0%
First Manhattan
74
First Manhattan
New York
$601K
PFS
75
Prospera Financial Services
Texas
$580K -$41.8K -274 -7%

VONE Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2020, worth a combined $859M — up 16% from $742M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Daido Life Insurance Company, cutting an estimated $14.7M.

  • 124 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2020, up from 114 in Q2 2020.
  • Funds reported $859M of Vanguard Russell 1000 ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2020 was Daido Life Insurance Company, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.