We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF

32 hedge funds and large institutions have $252M invested in Vanguard Russell 1000 ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

7% more funds holding

Funds holding: 3032 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $268M → $252M (-$16.5M)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$131M -$19.8M -203,611 -13%
KL
2
Kinsight LLC
Alabama
$69.3M -$4.25M -43,653 -6%
AIA
3
Alerus Investment Advisors
Minnesota
$9.03M
HNB
4
Huntington National Bank
Ohio
$7.16M -$7.31M -75,080 Closed
Northern Trust
5
Northern Trust
Illinois
$6.42M +$6.55M +67,299 New
LPL Financial
6
LPL Financial
California
$5.56M -$149K -1,530 -3%
JG
7
Jefferies Group
New York
$4.77M
Bank of America
8
Bank of America
North Carolina
$2.71M +$334K +3,434 +14%
GWM
9
Gupta Wealth Management
California
$2.64M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.92M +$140K +1,435 +8%
Wells Fargo
11
Wells Fargo
California
$1.89M +$1.43M +14,717 +289%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.88M -$3.41K -35 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$1.69M +$545K +5,597 +46%
UBS Group
14
UBS Group
Switzerland
$869K +$280K +2,880 +46%
Ameriprise
15
Ameriprise
Minnesota
$792K +$494K +5,079 +158%
CA
16
Cetera Advisors
Colorado
$738K +$750K +7,700 New
Brown Advisory
17
Brown Advisory
Maryland
$675K -$4.09K -42 -0.6%
LG
18
Laidlaw Group
New York
$340K -$7.79K -80 -2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$305K +$1.36K +14 +0.4%
MMPW
20
Mitchell McLeod Pugh & Williams
Alabama
$294K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$243K +$16.6K +171 +7%
AL
22
Aspiriant LLC
California
$238K +$243K +2,498 New
RFC
23
Regions Financial Corp
Alabama
$232K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$213K +$217K +2,229 New
MFS
25
MSI Financial Services
Massachusetts
$136K -$2.34K -24 -2%

VONE Hedge Fund Activity: Q2 2015 in Review

32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2015, worth a combined $252M — down 6.1% from $268M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VONE positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $6.55M. The largest seller was UBS AM, cutting an estimated $19.8M.

  • 32 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2015, up from 30 in Q1 2015.
  • Funds reported $252M of Vanguard Russell 1000 ETF stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 6 funds opened new Vanguard Russell 1000 ETF positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2015 was Northern Trust, an estimated $6.55M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2015 was UBS AM, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2015.