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Vanguard Russell 1000 ETF

139 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

21% more capital invested

Capital invested by funds: $859M → $1.04B (+$179M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

12% more funds holding

Funds holding: 124139 (+15)

0.56% less ownership

Funds ownership: 52.81%52.25% (-0.56%)

Holders
139
Holders Change
+15
Holders Change %
+12.1%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
23
Increased
47
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$35K +$33K +200 New
IWP
127
IAG Wealth Partners
Wisconsin
$28K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$22K
AWA
129
Arkadios Wealth Advisors
Georgia
$21K
BW
130
Bison Wealth
Georgia
$19K -$79.3K -480 -81%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$18K
WFA
132
WestHill Financial Advisors
California
$14K +$13.2K +80 New
AssetMark Inc
133
AssetMark Inc
California
$12K +$7.27K +44 +163%
RWG
134
Regal Wealth Group
California
$11K +$661 +4 +7%
CAAS
135
Capital Asset Advisory Services
Michigan
$9K
US Bancorp
136
US Bancorp
Minnesota
$9K +$8.92K +54 New
GWM
137
Geneos Wealth Management
Colorado
$4K +$4.13K +25 New
JP Morgan Chase
138
JP Morgan Chase
New York
$2K -$53.7M -325,252 -100%
SWA
139
Sutton Wealth Advisors
Florida
$353
HighTower Advisors
140
HighTower Advisors
Illinois
-$5.2M -33,575 Closed
VFP
141
Verus Financial Partners
Virginia
-$702K -4,535 Closed
CCFM
142
Clear Creek Financial Management
Washington
-$552K -3,560 Closed
AC
143
Avestar Capital
New York
-$267K -1,700 Closed
VCM
144
Vigilant Capital Management
Maine
-$29K -187 Closed
EP
145
Eudaimonia Partners
Tennessee
-$26K -167 Closed
F
146
F3Logic
Minnesota
-$464 -3 Closed

VONE Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2020, worth a combined $1.04B — up 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $53.7M.

  • 139 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $1.04B of Vanguard Russell 1000 ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2020 was Vanguard Group, an estimated $28.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2020.