Vanguard Russell 1000 ETF
VONE
273 hedge funds and large institutions have $2.74B invested in Vanguard Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
7% more capital invested
Capital invested by funds: $2.56B → $2.74B (+$174M)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
3% more funds holding
Funds holding: 264 → 273 (+9)
8% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 84
2.12% less ownership
Funds ownership: 60.23% → 58.11% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$29M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$22.2M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$15.5M |
| 4 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
+$14.8M |
| 5 |
KV
Kickstand Ventures
Pittsford,
New York
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$90.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$59M |
| 3 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$25.3M |
| 4 |
Cerity Partners
New York
|
-$14.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14.5M |
VONE Hedge Fund Activity: Q1 2024 in Review
273 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2024, worth a combined $2.74B — up 6.8% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VONE positions and 16 closed out — a net gain of 14 holders — while 91 added to existing stakes and 84 trimmed.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $90.2M.
- 273 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2024, up from 264 in Q4 2023.
- Funds reported $2.74B of Vanguard Russell 1000 ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
- 30 funds opened new Vanguard Russell 1000 ETF positions in Q1 2024 and 16 closed out, a net change of +14 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q1 2024 was Heartwood Wealth Advisors, an estimated $29M added.
- The largest Vanguard Russell 1000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $90.2M sold.
Based on aggregated 13F filings for Q1 2024.