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Vanguard Russell 1000 ETF
VONE

149 hedge funds and large institutions have $1.18B invested in Vanguard Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$143M)

7% more funds holding

Funds holding: 139 → 149 (+10)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

3.77% less ownership

Funds ownership: 52.25% → 48.48% (-3.8%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.62%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
21
Increased
50
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
+$38.3M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M
5
Wells Fargo
Wells Fargo
California
+$8.23M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$16.7M
2
RCIM
Red Cedar Investment Management
Michigan
-$14.8M
3
Bank of America
Bank of America
North Carolina
-$11.8M
4
AWA
Aaron Wealth Advisors
Illinois
-$11.2M
5
Citigroup
Citigroup
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$950K +$362 +2 +0%
WG
77
Welch Group
Alabama
$846K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$846K +$208K +1,147 +34%
RJT
79
Raymond James Trust
Florida
$841K -$9.96K -55 -1%
APG
80
Abacus Planning Group
South Carolina
$840K – – –
SWA
81
Stratos Wealth Advisors
Ohio
$808K +$122K +675 +18%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$799K – – –
Brown Advisory
83
Brown Advisory
Maryland
$750K -$99.6K -550 -12%
CA
84
Cetera Advisors
Colorado
$684K +$377K +2,084 +130%
MML Investors Services
85
MML Investors Services
Massachusetts
$652K -$30.4K -168 -5%
BRWA
86
B. Riley Wealth Advisors
Florida
$623K -$7.06K -39 -1%
WANY
87
Wealthspire Advisors (New York)
New York
$608K +$29K +160 +5%
GSIS
88
Global Strategic Investment Solutions
Arizona
$606K +$593K +3,272 New
DW
89
Domani Wealth
Pennsylvania
$542K -$178K -985 -25%
GA
90
Geller Advisors
New York
$537K +$906 +5 +0.2%
RIS
91
Retirement Income Solutions
Michigan
$502K – – –
TPCW
92
TD Private Client Wealth
New York
$501K +$322K +1,779 +192%
JWA
93
JFS Wealth Advisors
Pennsylvania
$498K +$181 +1 +0%
SFA
94
Sequoia Financial Advisors
Ohio
$408K – – –
IF
95
Intrua Financial
Texas
$399K +$369K +2,038 New
SWM
96
Selective Wealth Management
Virginia
$328K – – –
Renaissance Technologies
97
Renaissance Technologies
New York
$315K -$199K -1,100 -39%
IP
98
Investment Partners
Ohio
$307K -$25.4K -140 -8%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$296K – – –
PFPT
100
Pinnacle Financial Partners (Tennessee)
Tennessee
$278K – – –
2 3
4
5 6

VONE Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2021, worth a combined $1.18B — up 14% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 10 closed out — a net gain of 11 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $38.3M. The largest seller was Vanguard Group, cutting an estimated $16.7M.

  • 149 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2021, up from 139 in Q4 2020.
  • Funds reported $1.18B of Vanguard Russell 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q1 2021 and 10 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2021 was KeyBank National Association, an estimated $38.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2021 was Vanguard Group, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2021.