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Vanguard Russell 1000 ETF

66 hedge funds and large institutions have $295M invested in Vanguard Russell 1000 ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $279M → $295M (+$15.9M)

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.73% less ownership

Funds ownership: 34.39%33.66% (-0.73%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
19
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$65.4M -$1.22M -9,759 -2%
WA
2
Waverly Advisors
Alabama
$43.2M -$3.23M -25,800 -7%
UBS Group
3
UBS Group
Switzerland
$32.4M -$1.25M -9,944 -4%
NFG
4
Next Financial Group
Texas
$20.9M +$21.6M +172,644 New
AF
5
Alerus Financial
North Dakota
$19.9M +$85.4K +682 +0.4%
HNB
6
Huntington National Bank
Ohio
$13.9M
Wells Fargo
7
Wells Fargo
California
$12.9M +$392K +3,129 +3%
Deutsche Bank
8
Deutsche Bank
Germany
$12.1M +$12.5M +100,000 New
Northern Trust
9
Northern Trust
Illinois
$9.19M -$74.3K -593 -0.8%
LPL Financial
10
LPL Financial
California
$4.79M -$346K -2,764 -7%
NWS
11
Newport Wealth Strategies
California
$4.67M -$276K -2,201 -5%
Bank of America
12
Bank of America
North Carolina
$4.66M -$1.89M -15,052 -28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.71M -$8.02K -64 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$2.86M -$817K -6,522 -22%
Comerica Bank
15
Comerica Bank
Texas
$2.76M +$35.2K +281 +1%
OCG
16
Opus Capital Group
Ohio
$2.76M -$492K -3,926 -15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.72M +$316K +2,522 +13%
RFC
18
Regions Financial Corp
Alabama
$2.71M
Neuberger Berman Group
19
Neuberger Berman Group
New York
$2.54M
Creative Planning
20
Creative Planning
Kansas
$2.44M
KeyBank National Association
21
KeyBank National Association
Ohio
$2.34M -$334K -2,665 -12%
M&T Bank
22
M&T Bank
New York
$2.3M +$75.5K +603 +3%
Ameriprise
23
Ameriprise
Minnesota
$2.11M +$324K +2,587 +17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2M -$73.2K -584 -3%
HAFS
25
Hapanowicz & Associates Financial Services
Pennsylvania
$1.83M +$137K +1,095 +8%

VONE Hedge Fund Activity: Q1 2018 in Review

66 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2018, worth a combined $295M — up 5.7% from $279M a quarter earlier.

Fund positioning in VONE was balanced in Q1 2018: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 22 trimmed.

The largest buyer was Next Financial Group, opening a new position worth an estimated $21.6M. The largest seller was Jane Street, cutting an estimated $4.93M.

  • 66 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $295M of Vanguard Russell 1000 ETF stock for Q1 2018, up 5.7% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 1000 ETF positions in Q1 2018 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2018 was Next Financial Group, an estimated $21.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2018 was Jane Street, an estimated $4.93M sold.

Based on aggregated 13F filings for Q1 2018.