Vanguard Russell 1000 ETF
VONE
153 hedge funds and large institutions have $1.35B invested in Vanguard Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
49% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 39
7% more capital invested
Capital invested by funds: $1.27B → $1.35B (+$86.2M)
1% more funds holding
Funds holding: 151 → 153 (+2)
0.5% more ownership
Funds ownership: 51.68% → 52.18% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$35.6M |
| 2 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
+$31.7M |
| 3 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$12.5M |
| 4 |
APW
Austin Private Wealth
Austin,
Texas
|
+$8.29M |
| 5 |
WC
Wealth CMT
Cherry Hill,
New Jersey
|
+$7.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.86M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.82M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.26M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.13M |
| 5 |
Goldman Sachs
New York
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
151
PrairieView Partners
St. Paul,
Minnesota
| $1K | – | – | – |
|
152
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1K | +$1.03K | +5 | New |
|
|
SWA
153
Sutton Wealth Advisors
Tampa,
Florida
| $406 | – | – | – |
|
|
CAN
154
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$311K | -1,551 | Closed |
|
|
ZB
155
Zions Bancorporation
Salt Lake City,
Utah
| – | -$257K | -1,283 | Closed |
|
|
DW
156
Domani Wealth
Lancaster,
Pennsylvania
| – | -$244K | -1,217 | Closed |
|
157
Vanguard Group
Malvern,
Pennsylvania
| – | -$201K | -1,002 | Closed |
|
|
SB
158
Strategic Blueprint
Atlanta,
Georgia
| – | -$150K | -750 | Closed |
|
159
Barclays
London,
United Kingdom
| – | -$25K | -123 | Closed |
|
VONE Hedge Fund Activity: Q3 2021 in Review
153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2021, worth a combined $1.35B — up 6.8% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VONE positions and 6 closed out — a net gain of 6 holders — while 58 added to existing stakes and 39 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $35.6M. The largest seller was Envestnet Asset Management, cutting an estimated $8.86M.
- 153 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2021, up from 151 in Q2 2021.
- Funds reported $1.35B of Vanguard Russell 1000 ETF stock for Q3 2021, up 6.8% quarter-over-quarter.
- 12 funds opened new Vanguard Russell 1000 ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q3 2021 was Beacon Pointe Advisors, an estimated $35.6M added.
- The largest Vanguard Russell 1000 ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $8.86M sold.
Based on aggregated 13F filings for Q3 2021.