Vanguard Russell 1000 ETF
VONE
83 hedge funds and large institutions have $320M invested in Vanguard Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
15% more funds holding
Funds holding: 72 → 83 (+11)
1% more capital invested
Capital invested by funds: $316M → $320M (+$4.56M)
0.39% less ownership
Funds ownership: 34.64% → 34.25% (-0.39%)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$8.56M |
| 2 |
JG
Jefferies Group
New York
|
+$6.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.34M |
| 4 |
VF
Virtu Financial
New York
|
+$2.02M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Next Financial Group
Houston,
Texas
|
-$14.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.08M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$3.05M |
| 4 |
Morgan Stanley
New York
|
-$1.58M |
| 5 |
Jane Street
New York
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
76
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $19K | – | – | – |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | +$14.3K | +109 | New |
|
78
Citigroup
New York
| $14K | – | – | – |
|
79
Bank of Montreal
Toronto,
Ontario, Canada
| $13K | – | – | – |
|
|
FMII
80
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $13K | +$13.1K | +100 | New |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11K | – | – | – |
|
|
B
82
Bridgeworth
Birmingham,
Alabama
| $2K | +$454K | +3,468 | +30% |
|
83
Goldman Sachs
New York
| – | -$353K | -2,829 | Closed |
|
|
OIA
84
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$58K | -464 | Closed |
|
85
SEI Investments
Oaks,
Pennsylvania
| – | -$22K | -174 | Closed |
|
|
MPPLM
86
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| – | -$15K | -122 | Closed |
|
|
TCOV
87
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -24 | Closed |
|
VONE Hedge Fund Activity: Q3 2018 in Review
83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2018, worth a combined $320M — up 1.4% from $316M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VONE positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 28 trimmed.
The largest buyer was Suntrust Banks, opening a new position worth an estimated $8.56M. The largest seller was Next Financial Group, cutting an estimated $14.3M.
- 83 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2018, up from 72 in Q2 2018.
- Funds reported $320M of Vanguard Russell 1000 ETF stock for Q3 2018, up 1.4% quarter-over-quarter.
- 17 funds opened new Vanguard Russell 1000 ETF positions in Q3 2018 and 5 closed out, a net change of +12 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q3 2018 was Suntrust Banks, an estimated $8.56M added.
- The largest Vanguard Russell 1000 ETF seller in Q3 2018 was Next Financial Group, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2018.