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Vanguard Russell 1000 ETF

89 hedge funds and large institutions have $425M invested in Vanguard Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $350M → $425M (+$75.8M)

11% more funds holding

Funds holding: 8089 (+9)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.72% more ownership

Funds ownership: 38.85%39.57% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
24
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MUFG Americas
New York
$26K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$22K
PCG
78
Private Capital Group
Connecticut
$20K -$132K -1,056 -87%
RIA
79
Realta Investment Advisors
Delaware
$20K +$19.5K +156 New
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$19K
CF
81
Centaurus Financial
California
$16.6K +$270K +2,161 New
BlackRock
82
BlackRock
New York
$14K -$5.12K -41 -27%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$13K
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$13K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$11K
CIAS
86
Capital Investment Advisory Services
North Carolina
$3K
APC
87
Aspire Private Capital
North Carolina
$3K +$2.87K +23 New
AF
88
Advisornet Financial
Minnesota
$1K +$499 +4 New
P
89
Pitcairn
Pennsylvania
-$19.1M -167,170 Closed
Citadel Advisors
90
Citadel Advisors
Florida
-$903K -7,885 Closed
AIC
91
Ameritas Investment Company
Nebraska
-$328K -2,865 Closed
Fiera Capital (Canada)
92
Fiera Capital (Canada)
Quebec, Canada
-$241K -2,108 Closed
CC
93
Cognios Capital
Kansas
-$200K -1,752 Closed
DWM
94
Doyle Wealth Management
Florida
-$79K -692 Closed
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
-$75K -653 Closed

VONE Hedge Fund Activity: Q1 2019 in Review

89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2019, worth a combined $425M — up 22% from $350M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VONE positions and 7 closed out — a net gain of 9 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $59.2M. The largest seller was Pitcairn, exiting entirely with an estimated $19.1M sold.

  • 89 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $425M of Vanguard Russell 1000 ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 1000 ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2019 was Daido Life Insurance Company, an estimated $59.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2019 was Pitcairn, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2019.