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Vanguard Russell 1000 ETF
VONE

104 hedge funds and large institutions have $523M invested in Vanguard Russell 1000 ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8.1% more ownership

Funds ownership: 39.83% → 47.93% (+8.1%)

5% more funds holding

Funds holding: 99 → 104 (+5)

3% less capital invested

Capital invested by funds: $540M → $523M (-$17M)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
23
Increased
35
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APW
Austin Private Wealth
Texas
+$43M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.6M
3
WC
Wealth CMT
New Jersey
+$5.93M
4
MCM
MAI Capital Management
Ohio
+$5.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.78M

Top Sellers

1
NFG
Next Financial Group
Texas
-$2.96M
2
BMM
Berkshire Money Management
Massachusetts
-$2.67M
3
TC
Telemus Capital
Michigan
-$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
5
LPL Financial
LPL Financial
California
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$157M – – –
UBS Group
2
UBS Group
Switzerland
$47.5M +$3.1M +22,171 +6%
APW
3
Austin Private Wealth
Texas
$39.7M +$43M +307,479 +998%
WA
4
Waverly Advisors
Alabama
$37.3M -$569K -4,071 -1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$35.1M +$37.6M +269,255 New
NFG
6
Next Financial Group
Texas
$19.3M -$2.96M -21,167 -11%
Bank of America
7
Bank of America
North Carolina
$19.1M +$1.05M +7,502 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12M +$3.78M +27,026 +36%
RJA
9
Raymond James & Associates
Florida
$11.5M -$504K -3,603 -4%
CA
10
Cambridge Associates
Massachusetts
$11.2M +$2.83M +20,238 +27%
Northern Trust
11
Northern Trust
Illinois
$8.59M – – –
AAS
12
Avantax Advisory Services
Texas
$7.21M +$996K +7,122 +13%
LPL Financial
13
LPL Financial
California
$6.82M -$967K -6,920 -11%
KeyBank National Association
14
KeyBank National Association
Ohio
$6.82M +$1.55M +11,109 +24%
AF
15
Alerus Financial
North Dakota
$6.14M +$17.6K +126 +0.2%
WC
16
Wealth CMT
New Jersey
$4.97M +$5.93M +42,426 New
Morgan Stanley
17
Morgan Stanley
New York
$4.56M +$1.07M +7,682 +25%
Wells Fargo
18
Wells Fargo
California
$4.51M -$490K -3,508 -8%
MCM
19
MAI Capital Management
Ohio
$4.24M +$5.05M +36,155 New
HighTower Advisors
20
HighTower Advisors
Illinois
$4.09M +$829K +5,931 +20%
CG
21
Colony Group
Massachusetts
$3.81M +$947K +6,778 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.73M -$464K -3,319 -9%
Comerica Bank
23
Comerica Bank
Texas
$3.65M +$2.78M +19,914 +236%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.78M +$596K +4,260 +22%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.66M -$24.2K -173 -0.8%
1
2 3 4 5

VONE Hedge Fund Activity: Q1 2020 in Review

104 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2020, worth a combined $523M — down 3.1% from $540M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 14 closed out — a net gain of 9 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Austin Private Wealth, adding an estimated $43M. The largest seller was Next Financial Group, cutting an estimated $2.96M.

  • 104 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2020, up from 99 in Q4 2019.
  • Funds reported $523M of Vanguard Russell 1000 ETF stock for Q1 2020, down 3.1% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q1 2020 and 14 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2020 was Austin Private Wealth, an estimated $43M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2020 was Next Financial Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2020.