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Vanguard Russell 1000 ETF
VONE

104 hedge funds and large institutions have $523M invested in Vanguard Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8.1% more ownership

Funds ownership: 39.83% → 47.93% (+8.1%)

5% more funds holding

Funds holding: 99 → 104 (+5)

3% less capital invested

Capital invested by funds: $540M → $523M (-$17M)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
35
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APW
Austin Private Wealth
Texas
+$43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.6M
3
WC
Wealth CMT
New Jersey
+$5.93M
4
MCM
MAI Capital Management
Ohio
+$5.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
-$2.96M
2
BMM
Berkshire Money Management
Massachusetts
-$2.67M
3
TC
Telemus Capital
Michigan
-$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
5
LPL Financial
LPL Financial
California
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
76
Investment Partners
Ohio
$210K +$251K +1,795 New
SWM
77
Selective Wealth Management
Virginia
$206K – – –
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$188K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$157K +$175K +1,252 +1,508%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$134K +$92.8K +664 +138%
TRCT
81
Tower Research Capital (TRC)
New York
$120K -$356K -2,548 -71%
First Manhattan
82
First Manhattan
New York
$99K +$119K +850 New
AA
83
Ancora Advisors
Ohio
$94K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$88K +$140 +1 +0.1%
AWA
85
Arkadios Wealth Advisors
Georgia
$85K +$87.4K +625 +625%
QAM
86
QCI Asset Management
New York
$78K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$64K +$79.7K +570 New
MRCM
88
M&R Capital Management
New Jersey
$59K +$71.3K +510 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$58K -$140 -1 -0.2%
AC
90
AlphaCore Capital
California
$48K +$57.3K +410 New
PCIA
91
Prime Capital Investment Advisors
Kansas
$39K +$46.1K +330 New
BW
92
Bison Wealth
Georgia
$38K – – –
CWP
93
CFM Wealth Partners
Texas
$29K +$34.1K +244 New
WT
94
Washington Trust
Rhode Island
$28K +$33.1K +237 New
AIC
95
Ameritas Investment Company
Nebraska
$26K – – –
MA
96
MUFG Americas
New York
$24K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
IWP
98
IAG Wealth Partners
Wisconsin
$19K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$19K – – –
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$12K -$2.1K -15 -13%
1 2 3
4
5

VONE Hedge Fund Activity: Q1 2020 in Review

104 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2020, worth a combined $523M — down 3.1% from $540M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 14 closed out — a net gain of 9 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Austin Private Wealth, adding an estimated $43M. The largest seller was Next Financial Group, cutting an estimated $2.96M.

  • 104 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2020, up from 99 in Q4 2019.
  • Funds reported $523M of Vanguard Russell 1000 ETF stock for Q1 2020, down 3.1% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q1 2020 and 14 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2020 was Austin Private Wealth, an estimated $43M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2020 was Next Financial Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2020.