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Vanguard Russell 1000 ETF
VONE

139 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 39 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

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

21% more capital invested

Capital invested by funds: $859M → $1.04B (+$179M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

12% more funds holding

Funds holding: 124 → 139 (+15)

0.56% less ownership

Funds ownership: 52.81% → 52.25% (-0.56%)

Holders
139
Holders Change
+15
Holders Change %
+12.1%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
23
Increased
47
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.6M
2
NIA
Northstar Investment Advisors
Colorado
+$17.8M
3
SIA
Stegner Investment Associates
Kentucky
+$9.62M
4
Morgan Stanley
Morgan Stanley
New York
+$8.97M
5
RCIM
Red Cedar Investment Management
Michigan
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$53.7M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
3
Northern Trust
Northern Trust
Illinois
-$4.61M
4
AAS
Avantax Advisory Services
Texas
-$3.09M
5
WA
Waverly Advisors
Alabama
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$712K -$190K -1,148 -22%
PCMC
77
Private Capital Management (Colorado)
Colorado
$697K +$661K +4,000 New
DW
78
Domani Wealth
Pennsylvania
$685K -$818K -4,954 -56%
SWA
79
Stratos Wealth Advisors
Ohio
$647K +$106K +642 +21%
MML Investors Services
80
MML Investors Services
Massachusetts
$646K +$191K +1,158 +46%
First Manhattan
81
First Manhattan
New York
$618K -$58.6K -355 -9%
PFS
82
Prospera Financial Services
Texas
$616K -$38.8K -235 -6%
TRCT
83
Tower Research Capital (TRC)
New York
$599K +$565K +3,421 New
BRWA
84
B. Riley Wealth Advisors
Florida
$596K -$43K -260 -7%
WANY
85
Wealthspire Advisors (New York)
New York
$547K -$175K -1,057 -25%
CWM
86
Cordatus Wealth Management
Pennsylvania
$530K -$24.5K -148 -5%
FHA
87
Flagship Harbor Advisors
Massachusetts
$527K +$497K +3,010 New
GA
88
Geller Advisors
New York
$507K – – –
Renaissance Technologies
89
Renaissance Technologies
New York
$491K +$132K +800 +40%
RIS
90
Retirement Income Solutions
Michigan
$475K -$56.3K -341 -11%
JWA
91
JFS Wealth Advisors
Pennsylvania
$471K -$239K -1,448 -35%
SFA
92
Sequoia Financial Advisors
Ohio
$386K -$38.8K -235 -10%
IP
93
Investment Partners
Ohio
$315K – – –
SWM
94
Selective Wealth Management
Virginia
$311K +$496 +3 +0.2%
FB
95
Fulton Bank
Pennsylvania
$308K – – –
CA
96
Cetera Advisors
Colorado
$282K -$317K -1,919 -54%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$280K – – –
AFG
98
Affinia Financial Group
Massachusetts
$269K +$6.61K +40 +3%
PFPT
99
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K – – –
CAN
100
Claraphi Advisory Network
United States
$260K +$10.4K +63 +4%
2 3
4
5 6

VONE Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2020, worth a combined $1.04B — up 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $53.7M.

  • 139 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $1.04B of Vanguard Russell 1000 ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2020 was Vanguard Group, an estimated $28.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2020.