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Vanguard Russell 1000 ETF
VONE

178 hedge funds and large institutions have $1.63B invested in Vanguard Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$278M)

16% more funds holding

Funds holding: 153 → 178 (+25)

2.73% more ownership

Funds ownership: 52.18% → 54.91% (+2.7%)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
33
Increased
59
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$36.6M
2
Bank of America
Bank of America
North Carolina
+$32.4M
3
Goldman Sachs
Goldman Sachs
New York
+$26.7M
4
SFG
StrategIQ Financial Group
Indiana
+$17.8M
5
Morgan Stanley
Morgan Stanley
New York
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$36.6M
2
Jane Street
Jane Street
New York
-$5.18M
3
Comerica Bank
Comerica Bank
Texas
-$3.83M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$1.26M -$261K -1,226 -18%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$1.21M -$40.9K -192 -3%
BFA
78
Brown Financial Advisory
Alabama
$1.17M – – –
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.15M -$213 -1 -0%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$1.15M +$24.7K +116 +2%
CA
81
Cetera Advisors
Colorado
$1.04M +$21.7K +102 +2%
Renaissance Technologies
82
Renaissance Technologies
New York
$1.01M +$63.9K +300 +7%
WG
83
Welch Group
Alabama
$1M – – –
APG
84
Abacus Planning Group
South Carolina
$992K – – –
WCP
85
Wick Capital Partners
Pennsylvania
$889K +$865K +4,062 New
Brown Advisory
86
Brown Advisory
Maryland
$886K – – –
MA
87
Mutual Advisors
Nebraska
$868K +$10K +47 +1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$830K – – –
WANY
89
Wealthspire Advisors (New York)
New York
$826K +$69.2K +325 +9%
CS
90
Comerica Securities
Michigan
$775K +$166K +780 +28%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$770K +$116K +544 +18%
BRWA
92
B. Riley Wealth Advisors
Florida
$749K -$31.7K -149 -4%
GA
93
Geller Advisors
New York
$732K +$56.7K +266 +9%
GSIS
94
Global Strategic Investment Solutions
Arizona
$692K -$23.6K -111 -3%
SAMC
95
Spectrum Asset Management (California)
California
$643K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$627K -$4.9K -23 -0.8%
RIS
97
Retirement Income Solutions
Michigan
$593K – – –
KPWS
98
Kestra Private Wealth Services
Texas
$591K -$517K -2,429 -47%
SPIA
99
Steward Partners Investment Advisory
New York
$561K +$17.9K +84 +3%
CFAM
100
Coury Firm Asset Management
Pennsylvania
$560K +$546K +2,561 New
2 3
4
5 6

VONE Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2021, worth a combined $1.63B — up 21% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONE positions and 6 closed out — a net gain of 27 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $36.6M. The largest seller was Beacon Pointe Advisors, cutting an estimated $36.6M.

  • 178 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $1.63B of Vanguard Russell 1000 ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 ETF positions in Q4 2021 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2021 was Cerity Partners, an estimated $36.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2021 was Beacon Pointe Advisors, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2021.