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Vanguard Russell 1000 ETF

83 hedge funds and large institutions have $320M invested in Vanguard Russell 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

15% more funds holding

Funds holding: 7283 (+11)

1% more capital invested

Capital invested by funds: $316M → $320M (+$4.56M)

0.39% less ownership

Funds ownership: 34.64%34.25% (-0.39%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
19
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$66M -$3.05M -23,310 -5%
WA
2
Waverly Advisors
Alabama
$46.3M -$495K -3,776 -1%
UBS Group
3
UBS Group
Switzerland
$36.2M -$3.08M -23,536 -8%
AF
4
Alerus Financial
North Dakota
$22.1M +$59.1K +451 +0.3%
Deutsche Bank
5
Deutsche Bank
Germany
$13.3M
CA
6
Cambridge Associates
Massachusetts
$12.8M
RJA
7
Raymond James & Associates
Florida
$11.8M +$619K +4,728 +6%
Northern Trust
8
Northern Trust
Illinois
$10.1M -$28.5K -218 -0.3%
SB
9
Suntrust Banks
Georgia
$8.73M +$8.56M +65,380 New
JG
10
Jefferies Group
New York
$6.67M +$6.55M +50,000 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.44M +$5.34M +40,790 New
LPL Financial
12
LPL Financial
California
$5.22M -$119K -906 -2%
Bank of America
13
Bank of America
North Carolina
$5.09M -$7.07K -54 -0.1%
Wells Fargo
14
Wells Fargo
California
$4.83M +$46.6K +356 +1%
Jane Street
15
Jane Street
New York
$4.04M -$1.41M -10,801 -26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.99M -$174K -1,326 -4%
OCG
17
Opus Capital Group
Ohio
$3.04M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.97M -$25.5K -195 -0.9%
Comerica Bank
19
Comerica Bank
Texas
$2.96M +$202K +1,544 +7%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$2.8M
Creative Planning
21
Creative Planning
Kansas
$2.69M
KeyBank National Association
22
KeyBank National Association
Ohio
$2.64M +$30.9K +236 +1%
Ameriprise
23
Ameriprise
Minnesota
$2.46M -$125K -955 -5%
RFC
24
Regions Financial Corp
Alabama
$2.29M -$322K -2,455 -13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.27M -$10.3K -79 -0.5%

VONE Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2018, worth a combined $320M — up 1.4% from $316M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VONE positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $8.56M. The largest seller was Next Financial Group, cutting an estimated $14.3M.

  • 83 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2018, up from 72 in Q2 2018.
  • Funds reported $320M of Vanguard Russell 1000 ETF stock for Q3 2018, up 1.4% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 1000 ETF positions in Q3 2018 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2018 was Suntrust Banks, an estimated $8.56M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2018 was Next Financial Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2018.