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Vanguard Russell 1000 ETF
VONE

87 hedge funds and large institutions have $517M invested in Vanguard Russell 1000 ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

22% more capital invested

Capital invested by funds: $425M → $517M (+$92.1M)

4.56% more ownership

Funds ownership: 39.57% → 44.13% (+4.6%)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

2% less funds holding

Funds holding: 89 → 87 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
7
Increased
30
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$52.3M
2
NFG
Next Financial Group
Texas
+$23.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.1M
4
UBS Group
UBS Group
Switzerland
+$3.12M
5
LPL Financial
LPL Financial
California
+$3.05M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$8.92M
2
Wells Fargo
Wells Fargo
California
-$6.92M
3
Goldman Sachs
Goldman Sachs
New York
-$3.31M
4
UBS AM
UBS AM
Illinois
-$1.94M
5
BPA
Beacon Pointe Advisors
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$28K -$9.66K -73 -26%
MA
77
MUFG Americas
New York
$27K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
RIA
79
Realta Investment Advisors
Delaware
$21K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
BlackRock
81
BlackRock
New York
$15K +$794 +6 +6%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$14K – – –
FMII
83
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
PCG
85
Private Capital Group
Connecticut
$8K -$11.9K -90 -58%
AF
86
Advisornet Financial
Minnesota
$1K – – –
FTUS
87
Flow Traders U.S.
New York
– -$481K -3,700 Closed
FWIA
88
Fort Washington Investment Advisors
Ohio
– -$349K -2,690 Closed
CF
89
Centaurus Financial
California
– -$16.6K -2,161 Closed
CFGS
90
Concourse Financial Group Securities
Alabama
– -$235K -1,779 Closed
IP
91
Intellectus Partners
California
– -$110K -850 Closed
ASN
92
Advisory Services Network
Georgia
– -$62K -481 Closed
CIAS
93
Capital Investment Advisory Services
North Carolina
– -$3K -26 Closed
APC
94
Aspire Private Capital
North Carolina
– -$3K -23 Closed
1 2 3
4

VONE Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2019, worth a combined $517M — up 22% from $425M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VONE and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 30 added.

The largest buyer was Daido Life Insurance Company, adding an estimated $52.3M. The largest seller was Suntrust Banks, cutting an estimated $8.92M.

  • 87 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2019, down from 89 in Q1 2019.
  • Funds reported $517M of Vanguard Russell 1000 ETF stock for Q2 2019, up 22% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 1000 ETF positions in Q2 2019 and 8 closed out, a net change of -1 holder.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2019 was Daido Life Insurance Company, an estimated $52.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2019 was Suntrust Banks, an estimated $8.92M sold.

Based on aggregated 13F filings for Q2 2019.