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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
BSWA
126
Bromfield Sneider Wealth Advisors
Massachusetts
$254K +$247K +1,159 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$250K – – –
P
128
Pitcairn
Pennsylvania
$248K – – –
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$243K – – –
ERIM
130
Eagle Ridge Investment Management
Connecticut
$241K -$9.8K -46 -4%
ECG
131
EPIQ Capital Group
California
$240K +$1.7K +8 +0.7%
NCM
132
Narwhal Capital Management
Georgia
$221K – – –
CWC
133
Carolinas Wealth Consulting
North Carolina
$206K – – –
STA
134
Summit Trail Advisors
New York
$204K +$199K +934 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$188K +$213 +1 +0.1%
APA
136
American Portfolios Advisors
New York
$177K +$1.28K +6 +0.7%
AA
137
Ancora Advisors
Ohio
$175K – – –
SWM
138
Selective Wealth Management
Virginia
$128K +$639 +3 +0.5%
US Bancorp
139
US Bancorp
Minnesota
$123K -$51.5K -242 -30%
MRCM
140
M&R Capital Management
New Jersey
$105K -$2.13K -10 -2%
KTC
141
Kistler-Tiffany Companies
Pennsylvania
$96K – – –
AC
142
AlphaCore Capital
California
$90K – – –
Citigroup
143
Citigroup
New York
$88K +$21.3K +100 +33%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$82K – – –
FA
145
Faithward Advisors
Pennsylvania
$81K +$78.8K +370 New
TRCT
146
Tower Research Capital (TRC)
New York
$77K -$308K -1,445 -80%
SSB
147
Sandy Spring Bank
Maryland
$54K – – –
JP Morgan Chase
148
JP Morgan Chase
New York
$52K – – –
CMBA
149
C.M. Bidwell & Associates
Hawaii
$52K +$38.1K +179 +298%
NFSG
150
Newbridge Financial Services Group
Florida
$51K – – –
4 5
6
7 8

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.