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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
HHGA
101
Halbert Hargrove Global Advisors
California
$271K +$543 +3 +0.2%
CS
102
Comerica Securities
Michigan
$268K +$33K +182 +14%
LFF
103
Level Four Financial
Texas
$252K -$21.6K -119 -8%
AFG
104
Affinia Financial Group
Massachusetts
$249K -$46.7K -258 -17%
FTUS
105
Flow Traders U.S.
New York
$244K +$239K +1,319 New
VVP
106
Venture Visionary Partners
Ohio
$241K +$236K +1,304 New
BlackRock
107
BlackRock
New York
$240K +$113K +623 +93%
ZB
108
Zions Bancorporation
Utah
$238K – – –
OA
109
Oxbow Advisors
Texas
$237K +$232K +1,279 New
ERIM
110
Eagle Ridge Investment Management
Connecticut
$235K -$12.3K -68 -5%
FF
111
FourThought Financial
Florida
$221K +$217K +1,198 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$212K – – –
P
113
Pitcairn
Pennsylvania
$209K +$205K +1,131 New
ECG
114
EPIQ Capital Group
California
$201K +$197K +1,086 New
FFA
115
Fi3 Financial Advisors
Indiana
$201K +$197K +1,086 New
HWMA
116
Heritage Wealth Management (Arizona)
Arizona
$186K +$181K +1,002 New
CWC
117
Carolinas Wealth Consulting
North Carolina
$174K – – –
AA
118
Ancora Advisors
Ohio
$148K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$106K +$13.4K +74 +15%
SPIA
120
Steward Partners Investment Advisory
New York
$103K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$99K -$362 -2 -0.4%
MRCM
122
M&R Capital Management
New Jersey
$94K – – –
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$81K +$14.9K +82 +23%
APA
124
American Portfolios Advisors
New York
$80.8K – – –
PCIA
125
Prime Capital Investment Advisors
Kansas
$61K – – –
3 4
5
6 7

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.