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Vanguard Russell 1000 ETF
VONE

99 hedge funds and large institutions have $540M invested in Vanguard Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

16% more funds holding

Funds holding: 85 → 99 (+14)

3% more capital invested

Capital invested by funds: $526M → $540M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.79% less ownership

Funds ownership: 43.63% → 39.83% (-3.8%)

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
23
Increased
31
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$13.4M
2
AAS
Avantax Advisory Services
Texas
+$7.68M
3
CG
Colony Group
Massachusetts
+$3.63M
4
UBS Group
UBS Group
Switzerland
+$2.14M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$44.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$13.6M
3
AF
Alerus Financial
North Dakota
-$9.56M
4
CA
Cambridge Associates
Massachusetts
-$2.88M
5
BMM
Berkshire Money Management
Massachusetts
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$111K +$141 +1 +0.1%
QAM
77
QCI Asset Management
New York
$98K – – –
Chevy Chase Trust
78
Chevy Chase Trust
Maryland
$96K +$92.1K +653 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$73K -$44.9K -318 -39%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$71K +$14.1K +100 +26%
BW
81
Bison Wealth
Georgia
$48K +$45.9K +325 New
AIC
82
Ameritas Investment Company
Nebraska
$33K – – –
Citigroup
83
Citigroup
New York
$31K – – –
MA
84
MUFG Americas
New York
$30K – – –
EP
85
Eudaimonia Partners
Tennessee
$29K +$27.8K +197 New
IWP
86
IAG Wealth Partners
Wisconsin
$24K +$22.3K +158 New
SPIA
87
Steward Partners Investment Advisory
New York
$24K +$23.3K +165 New
RIA
88
Realta Investment Advisors
Delaware
$23K +$141 +1 +0.6%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$17K -$3.95K -28 -19%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$17K +$1.69K +12 +12%
AWA
92
Arkadios Wealth Advisors
Georgia
$15.5K +$14.1K +100 New
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
PCG
94
Private Capital Group
Connecticut
$13K -$9.17K -65 -42%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
BlackRock
96
BlackRock
New York
$10K -$1.83K -13 -16%
AIC
97
Archer Investment Corporation
Indiana
$5K +$4.94K +35 New
AF
98
Advisornet Financial
Minnesota
$1K – – –
FA
99
Faithward Advisors
Pennsylvania
$1K +$1.13K +8 New
UBS AM
100
UBS AM
Illinois
– -$44.4M -326,491 Closed
1 2 3
4
5

VONE Hedge Fund Activity: Q4 2019 in Review

99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2019, worth a combined $540M — up 2.6% from $526M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was UBS AM, exiting entirely with an estimated $44.4M sold.

  • 99 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $540M of Vanguard Russell 1000 ETF stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2019 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2019 was Bank of America, an estimated $13.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2019 was UBS AM, an estimated $44.4M sold.

Based on aggregated 13F filings for Q4 2019.