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Vanguard Russell 1000 ETF
VONE

124 hedge funds and large institutions have $859M invested in Vanguard Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $742M → $859M (+$117M)

9% more funds holding

Funds holding: 114 → 124 (+10)

1.65% more ownership

Funds ownership: 51.16% → 52.81% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
35
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$49.3M
2
ST
Sabal Trust
Florida
+$14.5M
3
RCIM
Red Cedar Investment Management
Michigan
+$10.9M
4
Morgan Stanley
Morgan Stanley
New York
+$7.3M
5
RFM
Royal Fund Management
Florida
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$14.7M
2
AF
Alerus Financial
North Dakota
-$7.47M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.03M
5
NFG
Next Financial Group
Texas
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$565K +$72.7K +476 +15%
CCFM
77
Clear Creek Financial Management
Washington
$552K +$543K +3,560 New
CA
78
Cetera Advisors
Colorado
$546K -$1.51M -9,901 -74%
CWM
79
Cordatus Wealth Management
Pennsylvania
$491K -$42K -275 -8%
RIS
80
Retirement Income Solutions
Michigan
$472K -$125K -820 -21%
SWA
81
Stratos Wealth Advisors
Ohio
$472K +$243K +1,594 +110%
GA
82
Geller Advisors
New York
$448K -$31.4K -206 -7%
MML Investors Services
83
MML Investors Services
Massachusetts
$392K +$458 +3 +0.1%
WP
84
WealthShield Partners
North Carolina
$386K +$763 +5 +0.2%
SFA
85
Sequoia Financial Advisors
Ohio
$377K – – –
Renaissance Technologies
86
Renaissance Technologies
New York
$310K +$305K +2,000 New
IP
87
Investment Partners
Ohio
$278K – – –
A
88
AdvicePeriod
California
$276K +$272K +1,780 New
SWM
89
Selective Wealth Management
Virginia
$274K +$763 +5 +0.3%
FB
90
Fulton Bank
Pennsylvania
$272K – – –
AC
91
Avestar Capital
New York
$267K +$259K +1,700 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$263K – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$248K – – –
PFPT
94
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K +$229K +1,500 New
AFG
95
Affinia Financial Group
Massachusetts
$231K – – –
CAN
96
Claraphi Advisory Network
United States
$220K +$217K +1,419 New
ERIM
97
Eagle Ridge Investment Management
Connecticut
$211K -$63.3K -415 -23%
ZB
98
Zions Bancorporation
Utah
$199K +$196K +1,283 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$177K – – –
AA
100
Ancora Advisors
Ohio
$124K – – –
2 3
4
5 6

VONE Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2020, worth a combined $859M — up 16% from $742M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Daido Life Insurance Company, cutting an estimated $14.7M.

  • 124 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2020, up from 114 in Q2 2020.
  • Funds reported $859M of Vanguard Russell 1000 ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2020 was Daido Life Insurance Company, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.