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Vanguard Russell 1000 ETF
VONE

151 hedge funds and large institutions have $1.27B invested in Vanguard Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$85.9M)

3.2% more ownership

Funds ownership: 48.48% → 51.68% (+3.2%)

1% more funds holding

Funds holding: 149 → 151 (+2)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
49
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$29.4M
2
Wells Fargo
Wells Fargo
California
+$11.4M
3
Goldman Sachs
Goldman Sachs
New York
+$9.48M
4
APW
Austin Private Wealth
Texas
+$6.87M
5
PCMC
Private Capital Management (Colorado)
Colorado
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
RCIM
Red Cedar Investment Management
Michigan
-$21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17M
3
ST
Sabal Trust
Florida
-$16.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$15.6M
5
WC
Wealth CMT
New Jersey
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
Bridgeworth
Alabama
$2.21M -$32.8K -168 -1%
RVPG
52
Relative Value Partners Group
$2.02M -$20.1K -103 -1%
SWA
53
Stratos Wealth Advisors
Ohio
$1.92M +$1.02M +5,225 +120%
MMPW
54
Mitchell McLeod Pugh & Williams
Alabama
$1.87M – – –
Truist Financial
55
Truist Financial
North Carolina
$1.7M -$122K -624 -7%
First Manhattan
56
First Manhattan
New York
$1.6M +$117K +600 +8%
LL
57
LPWM LLC
Minnesota
$1.57M +$70.4K +361 +5%
KAS
58
Kestra Advisory Services
Texas
$1.55M -$78.6K -403 -5%
WP
59
WealthShield Partners
North Carolina
$1.54M -$65K -333 -4%
AF
60
Allworth Financial
California
$1.41M – – –
CB
61
Commerce Bank
Missouri
$1.4M +$160K +820 +13%
TPCW
62
TD Private Client Wealth
New York
$1.31M +$749K +3,842 +142%
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.29M +$9.75K +50 +0.8%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.27M +$548K +2,809 +80%
William Blair & Company
65
William Blair & Company
Illinois
$1.21M – – –
PAG
66
Private Advisor Group
New Jersey
$1.21M – – –
PFO
67
Pathstone Family Office
New Jersey
$1.2M +$195 +1 +0%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$1.14M +$15.8K +81 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.09M +$21.3K +109 +2%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$1.05M -$90.5K -464 -8%
BFA
71
Brown Financial Advisory
Alabama
$1.03M – – –
KPWS
72
Kestra Private Wealth Services
Texas
$1.03M – – –
WG
73
Welch Group
Alabama
$915K – – –
RJT
74
Raymond James Trust
Florida
$909K – – –
APG
75
Abacus Planning Group
South Carolina
$908K – – –
1 2
3
4 5

VONE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2021, worth a combined $1.27B — up 7.3% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $29.4M. The largest seller was Red Cedar Investment Management, cutting an estimated $21M.

  • 151 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2021, up from 149 in Q1 2021.
  • Funds reported $1.27B of Vanguard Russell 1000 ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2021 was UBS Group, an estimated $29.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2021 was Red Cedar Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2021.