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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
Citadel Advisors
101
Citadel Advisors
Florida
$553K -$2.1M -9,881 -80%
JWA
102
JFS Wealth Advisors
Pennsylvania
$509K – – –
FPAS
103
Focus Partners Advisor Solutions
Missouri
$498K +$485K +2,276 New
SFA
104
Sequoia Financial Advisors
Ohio
$482K +$79K +371 +20%
WP
105
WealthShield Partners
North Carolina
$420K -$53.7K -252 -12%
FFA
106
Fi3 Financial Advisors
Indiana
$397K +$65.8K +309 +21%
TWC
107
TD Waterhouse Canada
Ontario, Canada
$393K +$382K +1,791 New
OA
108
Oxbow Advisors
Texas
$359K +$2.77K +13 +0.8%
LDFR
109
Lehman & Derafelo Financial Resources
Pennsylvania
$357K +$347K +1,630 New
PFS
110
Prospera Financial Services
Texas
$353K +$343K +1,612 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$350K – – –
ATC
112
Argent Trust Co
Tennessee
$344K – – –
CAN
113
Claraphi Advisory Network
United States
$342K +$333K +1,561 New
PAG
114
Private Advisor Group
New Jersey
$332K -$959K -4,500 -75%
PFPT
115
Pinnacle Financial Partners (Tennessee)
Tennessee
$328K – – –
HHGA
116
Halbert Hargrove Global Advisors
California
$322K +$1.92K +9 +0.6%
MW
117
Marcum Wealth
Ohio
$315K -$125K -586 -29%
IF
118
Intrua Financial
Texas
$304K – – –
Baird Financial Group
119
Baird Financial Group
Wisconsin
$289K +$281K +1,320 New
EWA
120
EP Wealth Advisors
California
$282K – – –
LWAC
121
Laurel Wealth Advisors (California)
California
$272K +$1.92K +9 +0.7%
ACI
122
Alpha Cubed Investments
California
$270K -$1.7K -8 -0.6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$267K +$132K +618 +103%
AWA
124
Aaron Wealth Advisors
Illinois
$263K +$256K +1,202 New
AFG
125
Affinia Financial Group
Massachusetts
$259K -$1.49K -7 -0.6%
3 4
5
6 7

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.