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Vanguard Russell 1000 ETF
VONE

178 hedge funds and large institutions have $1.63B invested in Vanguard Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$278M)

16% more funds holding

Funds holding: 153 → 178 (+25)

2.73% more ownership

Funds ownership: 52.18% → 54.91% (+2.7%)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
33
Increased
59
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$36.6M
2
Bank of America
Bank of America
North Carolina
+$32.4M
3
Goldman Sachs
Goldman Sachs
New York
+$26.7M
4
SFG
StrategIQ Financial Group
Indiana
+$17.8M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$36.6M
2
Jane Street
Jane Street
New York
-$5.18M
3
Comerica Bank
Comerica Bank
Texas
-$3.83M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$3.35M -$3.83M -17,989 -52%
HAFS
52
Hapanowicz & Associates Financial Services
Pennsylvania
$3.25M +$93.9K +441 +3%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$3.17M – – –
SWA
54
Stratos Wealth Advisors
Ohio
$3.15M +$451K +2,119 +17%
RFC
55
Regions Financial Corp
Alabama
$3.1M – – –
CCM
56
Coldstream Capital Management
Washington
$2.84M -$133K -624 -5%
AC
57
Anson Capital
Georgia
$2.8M +$2.98M +13,985 New
TDWM
58
Topel & Distasi Wealth Management
California
$2.65M +$2.58M +12,101 New
AWM
59
AE Wealth Management
Kansas
$2.58M +$938K +4,405 +60%
B
60
Bridgeworth
Alabama
$2.32M -$10.9K -51 -0.5%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$2.22M +$50.1K +235 +2%
RVPG
62
Relative Value Partners Group
$2.2M +$3.62K +17 +0.2%
LL
63
LPWM LLC
Minnesota
$2.19M +$468K +2,198 +28%
First Manhattan
64
First Manhattan
New York
$2.03M – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$1.85M +$110K +517 +6%
Truist Financial
66
Truist Financial
North Carolina
$1.78M +$23.9K +112 +1%
KAS
67
Kestra Advisory Services
Texas
$1.62M -$359K -1,684 -19%
EWM
68
Endowment Wealth Management
Wisconsin
$1.59M +$1.55M +7,265 New
MMPW
69
Mitchell McLeod Pugh & Williams
Alabama
$1.59M -$437K -2,050 -22%
TPCW
70
TD Private Client Wealth
New York
$1.56M +$86.3K +405 +6%
FHA
71
Flagship Harbor Advisors
Massachusetts
$1.51M +$89.5K +420 +6%
RJT
72
Raymond James Trust
Florida
$1.44M – – –
RCG
73
Resource Consulting Group
Florida
$1.4M +$1.36M +6,404 New
William Blair & Company
74
William Blair & Company
Illinois
$1.32M – – –
PFO
75
Pathstone Family Office
New Jersey
$1.31M -$10.9K -51 -0.8%
1 2
3
4 5

VONE Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2021, worth a combined $1.63B — up 21% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONE positions and 6 closed out — a net gain of 27 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $36.6M. The largest seller was Beacon Pointe Advisors, cutting an estimated $36.6M.

  • 178 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $1.63B of Vanguard Russell 1000 ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 ETF positions in Q4 2021 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2021 was Cerity Partners, an estimated $36.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2021 was Beacon Pointe Advisors, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2021.