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Vanguard Russell 1000 ETF
VONE

139 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 39 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

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

21% more capital invested

Capital invested by funds: $859M → $1.04B (+$179M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

12% more funds holding

Funds holding: 124 → 139 (+15)

0.56% less ownership

Funds ownership: 52.81% → 52.25% (-0.56%)

Holders
139
Holders Change
+15
Holders Change %
+12.1%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
23
Increased
47
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.6M
2
NIA
Northstar Investment Advisors
Colorado
+$17.8M
3
SIA
Stegner Investment Associates
Kentucky
+$9.62M
4
Morgan Stanley
Morgan Stanley
New York
+$8.97M
5
RCIM
Red Cedar Investment Management
Michigan
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$53.7M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
3
Northern Trust
Northern Trust
Illinois
-$4.61M
4
AAS
Avantax Advisory Services
Texas
-$3.09M
5
WA
Waverly Advisors
Alabama
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$2.05M +$140K +850 +8%
B
52
Bridgeworth
Alabama
$2M -$11.4K -69 -0.6%
RVPG
53
Relative Value Partners Group
$1.9M +$17.8K +108 +1%
Truist Financial
54
Truist Financial
North Carolina
$1.66M – – –
MMPW
55
Mitchell McLeod Pugh & Williams
Alabama
$1.65M -$7.43K -45 -0.5%
KAS
56
Kestra Advisory Services
Texas
$1.56M +$1.46M +8,821 +6,001%
PAG
57
Private Advisor Group
New Jersey
$1.41M -$4.63K -28 -0.3%
LL
58
LPWM LLC
Minnesota
$1.29M -$110K -668 -8%
AF
59
Allworth Financial
California
$1.23M +$330 +2 +0%
WP
60
WealthShield Partners
North Carolina
$1.15M +$672K +4,068 +163%
Citadel Advisors
61
Citadel Advisors
Florida
$1.08M +$1.02M +6,163 New
A
62
AdvicePeriod
California
$1.07M +$720K +4,358 +245%
William Blair & Company
63
William Blair & Company
Illinois
$1.06M +$116K +700 +13%
PFO
64
Pathstone Family Office
New Jersey
$1.05M +$4.46K +27 +0.5%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$1.01M -$228K -1,383 -19%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$920K – – –
BFA
67
Brown Financial Advisory
Alabama
$903K +$851K +5,152 New
KPWS
68
Kestra Private Wealth Services
Texas
$894K +$18.2K +110 +2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$823K +$496K +3,001 +177%
Brown Advisory
70
Brown Advisory
Maryland
$806K – – –
RJT
71
Raymond James Trust
Florida
$805K – – –
WG
72
Welch Group
Alabama
$801K -$20K -121 -3%
APG
73
Abacus Planning Group
South Carolina
$795K – – –
CB
74
Commerce Bank
Missouri
$785K +$740K +4,480 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$756K -$176K -1,066 -20%
1 2
3
4 5

VONE Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2020, worth a combined $1.04B — up 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $53.7M.

  • 139 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $1.04B of Vanguard Russell 1000 ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2020 was Vanguard Group, an estimated $28.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2020.