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Vanguard Russell 1000 ETF

72 hedge funds and large institutions have $316M invested in Vanguard Russell 1000 ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 6672 (+6)

7% more capital invested

Capital invested by funds: $295M → $316M (+$21.1M)

0.98% more ownership

Funds ownership: 33.66%34.64% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
15
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$64.6M -$2.71M -21,806 -4%
WA
2
Waverly Advisors
Alabama
$43.8M -$669K -5,382 -2%
UBS Group
3
UBS Group
Switzerland
$36.8M +$3.38M +27,157 +10%
AF
4
Alerus Financial
North Dakota
$20.6M +$41.6K +335 +0.2%
HNB
5
Huntington National Bank
Ohio
$17.4M
NFG
6
Next Financial Group
Texas
$14M -$7.56M -60,782 -35%
Deutsche Bank
7
Deutsche Bank
Germany
$12.5M
CA
8
Cambridge Associates
Massachusetts
$11.9M +$11.9M +95,587 New
RJA
9
Raymond James & Associates
Florida
$10.4M +$9.16M +73,661 +736%
Northern Trust
10
Northern Trust
Illinois
$9.45M -$18.4K -148 -0.2%
Jane Street
11
Jane Street
New York
$5.13M +$3.25M +26,129 +175%
LPL Financial
12
LPL Financial
California
$5M +$55.4K +446 +1%
Bank of America
13
Bank of America
North Carolina
$4.77M -$30K -241 -0.6%
Wells Fargo
14
Wells Fargo
California
$4.48M -$8.82M -70,912 -66%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.9M +$78.2K +629 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.19M +$3.18M +25,568 New
Morgan Stanley
17
Morgan Stanley
New York
$3.14M +$189K +1,520 +6%
Comerica Bank
18
Comerica Bank
Texas
$2.85M -$29.7K -239 -1%
OCG
19
Opus Capital Group
Ohio
$2.84M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.81M -$497 -4 -0%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$2.62M
NWS
22
Newport Wealth Strategies
California
$2.56M -$2.25M -18,075 -47%
Creative Planning
23
Creative Planning
Kansas
$2.52M
RFC
24
Regions Financial Corp
Alabama
$2.45M -$339K -2,730 -12%
KeyBank National Association
25
KeyBank National Association
Ohio
$2.44M +$25K +201 +1%

VONE Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2018, worth a combined $316M — up 7.2% from $295M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VONE positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was Cambridge Associates, opening a new position worth an estimated $11.9M. The largest seller was Wells Fargo, cutting an estimated $8.82M.

  • 72 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $316M of Vanguard Russell 1000 ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 1000 ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2018 was Cambridge Associates, an estimated $11.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2018 was Wells Fargo, an estimated $8.82M sold.

Based on aggregated 13F filings for Q2 2018.