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Vanguard Russell 1000 ETF

151 hedge funds and large institutions have $1.27B invested in Vanguard Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$85.9M)

3.2% more ownership

Funds ownership: 48.48%51.68% (+3.2%)

1% more funds holding

Funds holding: 149151 (+2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
49
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$95K -$15.6K -80 -14%
KTC
127
Kistler-Tiffany Companies
Pennsylvania
$88K
AC
128
AlphaCore Capital
California
$82K +$80K +410 New
MA
129
MUFG Americas
New York
$61K
SSB
130
Sandy Spring Bank
Maryland
$49K
JP Morgan Chase
131
JP Morgan Chase
New York
$47K
NFSG
132
Newbridge Financial Services Group
Florida
$47K
PA
133
Parallel Advisors
California
$40K
IWP
134
IAG Wealth Partners
Wisconsin
$32K
AWA
135
Arkadios Wealth Advisors
Georgia
$25K
Barclays
136
Barclays
United Kingdom
$25K +$24K +123 New
BW
137
Bison Wealth
Georgia
$22K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$22K
TRCT
139
Tower Research Capital (TRC)
New York
$20K -$872K -4,468 -98%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$20K
CMBA
141
C.M. Bidwell & Associates
Hawaii
$12K +$11.7K +60 New
US Bancorp
142
US Bancorp
Minnesota
$11K
CAAS
143
Capital Asset Advisory Services
Michigan
$10K
HI
144
Harbour Investments
Wisconsin
$9K
AssetMark Inc
145
AssetMark Inc
California
$7K +$195 +1 +3%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.63K +34 New
CFGS
147
Concourse Financial Group Securities
Alabama
$5K
GWM
148
Geneos Wealth Management
Colorado
$5K
FF
149
FourThought Financial
Florida
$4K -$230K -1,177 -98%
PP
150
PrairieView Partners
Minnesota
$1K

VONE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2021, worth a combined $1.27B — up 7.3% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $29.4M. The largest seller was Red Cedar Investment Management, cutting an estimated $21M.

  • 151 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2021, up from 149 in Q1 2021.
  • Funds reported $1.27B of Vanguard Russell 1000 ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2021 was UBS Group, an estimated $29.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2021 was Red Cedar Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2021.