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Vanguard Russell 1000 ETF

66 hedge funds and large institutions have $279M invested in Vanguard Russell 1000 ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more capital invested

Capital invested by funds: $220M → $279M (+$59.1M)

12% more funds holding

Funds holding: 5966 (+7)

6.1% more ownership

Funds ownership: 28.29%34.39% (+6.1%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
14
Increased
17
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$67.3M -$984K -8,239 -1%
WA
2
Waverly Advisors
Alabama
$46.8M +$45.6M +382,171 New
UBS Group
3
UBS Group
Switzerland
$34M +$4.65M +38,974 +16%
AF
4
Alerus Financial
North Dakota
$20.1M +$166K +1,390 +0.9%
HNB
5
Huntington National Bank
Ohio
$12.8M
Wells Fargo
6
Wells Fargo
California
$12.7M +$1.12M +9,359 +10%
Northern Trust
7
Northern Trust
Illinois
$9.36M -$316K -2,644 -3%
Jane Street
8
Jane Street
New York
$6.65M -$3.49M -29,217 -35%
Bank of America
9
Bank of America
North Carolina
$6.55M -$355K -2,973 -5%
NWS
10
Newport Wealth Strategies
California
$5.27M +$4.86M +40,736 New
LPL Financial
11
LPL Financial
California
$5.18M +$355K +2,976 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.76M -$47.6K -399 -1%
Morgan Stanley
13
Morgan Stanley
New York
$3.69M +$21K +176 +0.6%
B
14
Bridgeworth
Alabama
$3.64M +$1.26M +10,526 +55%
OCG
15
Opus Capital Group
Ohio
$3.27M +$9.67K +81 +0.3%
Comerica Bank
16
Comerica Bank
Texas
$2.87M
RFC
17
Regions Financial Corp
Alabama
$2.74M -$44.3K -371 -2%
KeyBank National Association
18
KeyBank National Association
Ohio
$2.69M -$53K -444 -2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$2.57M
Creative Planning
20
Creative Planning
Kansas
$2.47M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.44M -$2.87K -24 -0.1%
M&T Bank
22
M&T Bank
New York
$2.25M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.1M -$75.2K -630 -4%
Ameriprise
24
Ameriprise
Minnesota
$1.81M +$203K +1,703 +13%
HAFS
25
Hapanowicz & Associates Financial Services
Pennsylvania
$1.8M +$98.5K +825 +6%

VONE Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2017, worth a combined $279M — up 27% from $220M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $45.6M. The largest seller was Suntrust Banks, exiting entirely with an estimated $4.95M sold.

  • 66 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $279M of Vanguard Russell 1000 ETF stock for Q4 2017, up 27% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q4 2017 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2017 was Waverly Advisors, an estimated $45.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2017 was Suntrust Banks, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2017.