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Vanguard Russell 1000 ETF

114 hedge funds and large institutions have $742M invested in Vanguard Russell 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $523M → $742M (+$219M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more funds holding

Funds holding: 104114 (+10)

3.23% more ownership

Funds ownership: 47.93%51.16% (+3.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
18
Increased
38
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cordatus Wealth Management
Pennsylvania
$489K +$2.54K +19 +0.6%
BRWA
77
B. Riley Wealth Advisors
Florida
$452K +$41K +306 +11%
GA
78
Geller Advisors
New York
$440K +$402 +3 +0.1%
MML Investors Services
79
MML Investors Services
Massachusetts
$359K +$33.3K +249 +11%
WP
80
WealthShield Partners
North Carolina
$353K -$101K -752 -23%
SFA
81
Sequoia Financial Advisors
Ohio
$346K +$49.7K +371 +18%
JP Morgan Chase
82
JP Morgan Chase
New York
$300K -$937 -7 -0.3%
IP
83
Investment Partners
Ohio
$255K
ERIM
84
Eagle Ridge Investment Management
Connecticut
$252K -$3.21K -24 -1%
SWM
85
Selective Wealth Management
Virginia
$250K +$402 +3 +0.2%
FB
86
Fulton Bank
Pennsylvania
$249K +$235K +1,757 New
RFM
87
Royal Fund Management
Florida
$244K +$230K +1,721 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$241K +$227K +1,696 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$227K
AFG
90
Affinia Financial Group
Massachusetts
$212K +$200K +1,495 New
SWA
91
Stratos Wealth Advisors
Ohio
$206K +$195K +1,454 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$163K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$116K -$69.1K -516 -39%
AA
94
Ancora Advisors
Ohio
$114K
AWA
95
Arkadios Wealth Advisors
Georgia
$91.7K -$13.4K -100 -14%
SPIA
96
Steward Partners Investment Advisory
New York
$89K +$62K +463 +281%
FWM
97
Filbrandt Wealth Management
Wisconsin
$88K +$83K +620 New
MRCM
98
M&R Capital Management
New Jersey
$72K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$70K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$61K -$43.2K -323 -43%

VONE Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2020, worth a combined $742M — up 42% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONE positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was Red Cedar Investment Management, opening a new position worth an estimated $81.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.3M.

  • 114 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2020, up from 104 in Q1 2020.
  • Funds reported $742M of Vanguard Russell 1000 ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 ETF positions in Q2 2020 and 8 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2020 was Red Cedar Investment Management, an estimated $81.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2020.