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Vanguard Russell 1000 ETF
VONE

114 hedge funds and large institutions have $742M invested in Vanguard Russell 1000 ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $523M → $742M (+$219M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more funds holding

Funds holding: 104 → 114 (+10)

3.23% more ownership

Funds ownership: 47.93% → 51.16% (+3.2%)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
2.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
18
Increased
38
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCIM
Red Cedar Investment Management
Michigan
+$81.9M
2
JG
Jefferies Group
New York
+$10M
3
UBS Group
UBS Group
Switzerland
+$5.88M
4
Goldman Sachs
Goldman Sachs
New York
+$5.12M
5
CAM
Cozad Asset Management
Illinois
+$4.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.3M
2
Bank of America
Bank of America
North Carolina
-$3.39M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
Comerica Bank
Comerica Bank
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$190M – – –
RCIM
2
Red Cedar Investment Management
Michigan
$86.9M +$81.9M +612,045 New
UBS Group
3
UBS Group
Switzerland
$63.7M +$5.88M +43,947 +11%
APW
4
Austin Private Wealth
Texas
$50.2M +$2.07M +15,470 +5%
WA
5
Waverly Advisors
Alabama
$48.4M -$816K -6,095 -2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$32.3M -$7.3M -54,490 -20%
NFG
7
Next Financial Group
Texas
$23.5M +$87.4K +653 +0.4%
Bank of America
8
Bank of America
North Carolina
$19.5M -$3.39M -25,306 -16%
RJA
9
Raymond James & Associates
Florida
$15.3M +$1.35M +10,090 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.7M -$823K -6,150 -6%
CA
11
Cambridge Associates
Massachusetts
$12.6M -$926K -6,919 -7%
Northern Trust
12
Northern Trust
Illinois
$10.4M -$32.4K -242 -0.3%
AAS
13
Avantax Advisory Services
Texas
$9.06M +$310K +2,313 +4%
LPL Financial
14
LPL Financial
California
$7.91M -$321K -2,398 -4%
Morgan Stanley
15
Morgan Stanley
New York
$7.71M +$2.06M +15,417 +40%
KeyBank National Association
16
KeyBank National Association
Ohio
$7.61M -$609K -4,550 -8%
AF
17
Alerus Financial
North Dakota
$7.47M +$32.5K +243 +0.5%
WC
18
Wealth CMT
New Jersey
$6.19M +$157K +1,176 +3%
MCM
19
MAI Capital Management
Ohio
$6.13M +$946K +7,063 +20%
Wells Fargo
20
Wells Fargo
California
$5.65M +$188K +1,402 +4%
Goldman Sachs
21
Goldman Sachs
New York
$5.43M +$5.12M +38,254 New
CAM
22
Cozad Asset Management
Illinois
$5.14M +$4.85M +36,252 New
HighTower Advisors
23
HighTower Advisors
Illinois
$5.01M +$49K +366 +1%
RIM
24
Rockbridge Investment Management
New York
$4.85M +$4.57M +34,142 New
CG
25
Colony Group
Massachusetts
$4.82M +$188K +1,403 +4%
1
2 3 4 5

VONE Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2020, worth a combined $742M — up 42% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONE positions and 8 closed out — a net gain of 10 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was Red Cedar Investment Management, opening a new position worth an estimated $81.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.3M.

  • 114 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2020, up from 104 in Q1 2020.
  • Funds reported $742M of Vanguard Russell 1000 ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 ETF positions in Q2 2020 and 8 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2020 was Red Cedar Investment Management, an estimated $81.9M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2020.