Vanguard Russell 1000 ETF
VONE
99 hedge funds and large institutions have $540M invested in Vanguard Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
16% more funds holding
Funds holding: 85 → 99 (+14)
3% more capital invested
Capital invested by funds: $526M → $540M (+$13.6M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.79% less ownership
Funds ownership: 43.63% → 39.83% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$7.68M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$3.63M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.14M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$44.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.6M |
| 3 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
-$9.56M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$2.88M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$13.6M | -100,000 | Closed |
|
102
M&T Bank
Buffalo,
New York
| – | -$2.11M | -15,495 | Closed |
|
|
PA
103
Paracle Advisors
Mercer Island,
Washington
| – | -$252K | -1,857 | Closed |
|
|
FAAS
104
First Allied Advisory Services
San Diego,
California
| – | -$171K | -1,254 | Closed |
|
105
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$78K | -570 | Closed |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| – | -$28.2K | -200 | Closed |
|
VONE Hedge Fund Activity: Q4 2019 in Review
99 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2019, worth a combined $540M — up 2.6% from $526M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $13.4M. The largest seller was UBS AM, exiting entirely with an estimated $44.4M sold.
- 99 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2019, up from 85 in Q3 2019.
- Funds reported $540M of Vanguard Russell 1000 ETF stock for Q4 2019, up 2.6% quarter-over-quarter.
- 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2019 and 7 closed out, a net change of +16 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q4 2019 was Bank of America, an estimated $13.4M added.
- The largest Vanguard Russell 1000 ETF seller in Q4 2019 was UBS AM, an estimated $44.4M sold.
Based on aggregated 13F filings for Q4 2019.