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Vanguard Russell 1000 ETF

124 hedge funds and large institutions have $859M invested in Vanguard Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $742M → $859M (+$117M)

9% more funds holding

Funds holding: 114124 (+10)

1.65% more ownership

Funds ownership: 51.16%52.81% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
35
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$91K -$35.3K -231 -28%
BW
102
Bison Wealth
Georgia
$91K +$73.3K +480 +436%
SPIA
103
Steward Partners Investment Advisory
New York
$86K -$11.3K -74 -12%
MRCM
104
M&R Capital Management
New Jersey
$78K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$78K +$1.07K +7 +1%
NFSG
106
Newbridge Financial Services Group
Florida
$64K +$63.3K +415 New
PCIA
107
Prime Capital Investment Advisors
Kansas
$51K
PMFA
108
Plante Moran Financial Advisors
Michigan
$49K +$48.5K +318 New
SSB
109
Sandy Spring Bank
Maryland
$38K +$153 +1 +0.4%
MA
110
MUFG Americas
New York
$31K
VCM
111
Vigilant Capital Management
Maine
$29K
EP
112
Eudaimonia Partners
Tennessee
$26K +$305 +2 +1%
IWP
113
IAG Wealth Partners
Wisconsin
$25K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$22K
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$22K +$21.4K +140 New
AWA
116
Arkadios Wealth Advisors
Georgia
$20.2K -$76.3K -500 -80%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$18K -$47.5K -311 -72%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$15K
RWG
119
Regal Wealth Group
California
$9K +$916 +6 +11%
CAAS
120
Capital Asset Advisory Services
Michigan
$8K +$7.63K +50 New
BlackRock
121
BlackRock
New York
$7K -$763 -5 -10%
AssetMark Inc
122
AssetMark Inc
California
$4K +$4.12K +27 New
F
123
F3Logic
Minnesota
$464 +$458 +3 New
SWA
124
Sutton Wealth Advisors
Florida
$311 +$305 +2 New
JG
125
Jefferies Group
New York
-$10.6K -75,000 Closed

VONE Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2020, worth a combined $859M — up 16% from $742M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Daido Life Insurance Company, cutting an estimated $14.7M.

  • 124 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2020, up from 114 in Q2 2020.
  • Funds reported $859M of Vanguard Russell 1000 ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2020 was Daido Life Insurance Company, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.