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Vanguard Russell 1000 ETF
VONE

114 hedge funds and large institutions have $742M invested in Vanguard Russell 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $523M → $742M (+$219M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 104 → 114 (+10)

3.23% more ownership

Funds ownership: 47.93% → 51.16% (+3.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
18
Increased
38
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCIM
Red Cedar Investment Management
Michigan
+$81.9M
2
JG
Jefferies Group
New York
+$10M
3
UBS Group
UBS Group
Switzerland
+$5.88M
4
Goldman Sachs
Goldman Sachs
New York
+$5.12M
5
CAM
Cozad Asset Management
Illinois
+$4.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.3M
2
Bank of America
Bank of America
North Carolina
-$3.39M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
Comerica Bank
Comerica Bank
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
101
Prime Capital Investment Advisors
Kansas
$47K – – –
SSB
102
Sandy Spring Bank
Maryland
$35K +$32.9K +246 New
MA
103
MUFG Americas
New York
$29K – – –
VCM
104
Vigilant Capital Management
Maine
$27K +$25K +187 New
IWP
105
IAG Wealth Partners
Wisconsin
$23K – – –
EP
106
Eudaimonia Partners
Tennessee
$23K +$22.1K +165 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
PCG
108
Private Capital Group
Connecticut
$18K +$4.82K +36 +40%
BW
109
Bison Wealth
Georgia
$16K -$28.8K -215 -66%
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
JG
111
Jefferies Group
New York
$10.6K +$10M +75,000 New
RWG
112
Regal Wealth Group
California
$8K +$7.1K +53 New
BlackRock
113
BlackRock
New York
$7K – – –
AF
114
Advisornet Financial
Minnesota
$1K – – –
MIAN
115
Mariner Independent Advisor Network
Kansas
– -$1.28M -11,462 Closed
TI
116
Trexquant Investment
Connecticut
– -$893K -7,620 Closed
QAM
117
QCI Asset Management
New York
– -$78K -665 Closed
AC
118
AlphaCore Capital
California
– -$48K -410 Closed
CWP
119
CFM Wealth Partners
Texas
– -$29K -244 Closed
WT
120
Washington Trust
Rhode Island
– -$28K -237 Closed
AIC
121
Ameritas Investment Company
Nebraska
– -$26K -221 Closed
WAP
122
Wealthcare Advisory Partners
Pennsylvania
– -$12K -102 Closed
1 2 3 4
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VONE Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2020, worth a combined $742M — up 42% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONE positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was Red Cedar Investment Management, opening a new position worth an estimated $81.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.3M.

  • 114 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2020, up from 104 in Q1 2020.
  • Funds reported $742M of Vanguard Russell 1000 ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 ETF positions in Q2 2020 and 8 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2020 was Red Cedar Investment Management, an estimated $81.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2020.