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Vanguard Russell 1000 ETF

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: 911 (+2)

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$278M)

16% more funds holding

Funds holding: 153178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Level Financial Advisors
New York
$49K +$48.1K +226 New
PA
152
Parallel Advisors
California
$44K
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$39K +$36.4K +171 +3,420%
IWP
154
IAG Wealth Partners
Wisconsin
$35K
EW
155
Evoke Wealth
California
$24K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.2K +109 New
MA
157
MUFG Americas
New York
$23K -$43K -202 -66%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$22K
COCM
159
Charter Oak Capital Management
New Hampshire
$22K +$21.3K +100 New
Amundi
160
Amundi
France
$22K +$21.5K +101 New
S
161
SignatureFD
Georgia
$21K +$20K +94 New
TH
162
TCTC Holdings
Texas
$20K +$19.8K +93 New
WFA
163
WestHill Financial Advisors
California
$18K
SWM
164
Spire Wealth Management
Virginia
$18K +$17.7K +83 New
AssetMark Inc
165
AssetMark Inc
California
$12K -$7.88K -37 -40%
MTWM
166
Masso Torrence Wealth Management
New Jersey
$12K +$11.3K +53 New
KPCM
167
Kings Point Capital Management
New York
$12K +$12.1K +57 New
CAAS
168
Capital Asset Advisory Services
Michigan
$11K
PAIM
169
Punch & Associates Investment Management
Minnesota
$11K +$10.7K +50 New
HI
170
Harbour Investments
Wisconsin
$10K
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CFGS
172
Concourse Financial Group Securities
Alabama
$5K
FF
173
FourThought Financial
Florida
$5K
GWM
174
Geneos Wealth Management
Colorado
$5K
HS
175
Horan Securities
United States
$5K +$4.9K +23 New

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.