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Vanguard Russell 1000 ETF

89 hedge funds and large institutions have $425M invested in Vanguard Russell 1000 ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $350M → $425M (+$75.8M)

11% more funds holding

Funds holding: 8089 (+9)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.72% more ownership

Funds ownership: 38.85%39.57% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
24
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$94.4M +$59.2M +474,220 +188%
UBS AM
2
UBS AM
Illinois
$49.3M -$11.4M -90,947 -19%
WA
3
Waverly Advisors
Alabama
$44.6M -$344K -2,759 -0.8%
UBS Group
4
UBS Group
Switzerland
$42.4M +$397K +3,180 +1%
AF
5
Alerus Financial
North Dakota
$18M -$3.46M -27,742 -17%
RJA
6
Raymond James & Associates
Florida
$14.2M +$2.05M +16,401 +18%
Deutsche Bank
7
Deutsche Bank
Germany
$13M
Wells Fargo
8
Wells Fargo
California
$13M +$6.03M +48,326 +94%
CA
9
Cambridge Associates
Massachusetts
$12.4M
Northern Trust
10
Northern Trust
Illinois
$9.8M
SB
11
Suntrust Banks
Georgia
$9.6M -$1.97M -15,809 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8M +$4.23M +33,918 +123%
LPL Financial
13
LPL Financial
California
$6.35M +$619K +4,954 +11%
KeyBank National Association
14
KeyBank National Association
Ohio
$6.22M +$847K +6,780 +16%
Bank of America
15
Bank of America
North Carolina
$5.78M -$7.22M -57,804 -57%
Goldman Sachs
16
Goldman Sachs
New York
$5.6M +$5.39M +43,140 New
BMM
17
Berkshire Money Management
Massachusetts
$5.34M -$1.89M -15,155 -27%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.94M +$381K +3,048 +9%
Comerica Bank
19
Comerica Bank
Texas
$3.4M +$16K +128 +0.5%
OCG
20
Opus Capital Group
Ohio
$3.05M +$3.37K +27 +0.1%
Ameriprise
21
Ameriprise
Minnesota
$2.98M +$380K +3,043 +15%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.89M -$874 -7 -0%
Morgan Stanley
23
Morgan Stanley
New York
$2.77M -$7.11M -56,913 -73%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$2.56M
NWS
25
Newport Wealth Strategies
California
$2.33M -$160K -1,284 -7%

VONE Hedge Fund Activity: Q1 2019 in Review

89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2019, worth a combined $425M — up 22% from $350M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VONE positions and 7 closed out — a net gain of 9 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $59.2M. The largest seller was Pitcairn, exiting entirely with an estimated $19.1M sold.

  • 89 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $425M of Vanguard Russell 1000 ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 1000 ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2019 was Daido Life Insurance Company, an estimated $59.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2019 was Pitcairn, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2019.