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Vanguard Russell 1000 ETF
VONE

124 hedge funds and large institutions have $859M invested in Vanguard Russell 1000 ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $742M → $859M (+$117M)

9% more funds holding

Funds holding: 114 → 124 (+10)

1.65% more ownership

Funds ownership: 51.16% → 52.81% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
35
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$49.3M
2
ST
Sabal Trust
Florida
+$14.5M
3
RCIM
Red Cedar Investment Management
Michigan
+$10.9M
4
Morgan Stanley
Morgan Stanley
New York
+$7.3M
5
RFM
Royal Fund Management
Florida
+$4.28M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$14.7M
2
AF
Alerus Financial
North Dakota
-$7.47M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.03M
5
NFG
Next Financial Group
Texas
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$192M -$14.7M -96,018 -7%
RCIM
2
Red Cedar Investment Management
Michigan
$106M +$10.9M +71,437 +12%
UBS Group
3
UBS Group
Switzerland
$67.7M -$1.78M -11,675 -3%
APW
4
Austin Private Wealth
Texas
$55.9M +$1.14M +7,491 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$50M +$49.3M +323,156 +15,315%
WA
6
Waverly Advisors
Alabama
$47M -$281K -1,838 -0.6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$33.6M -$1.35M -8,843 -4%
Bank of America
8
Bank of America
North Carolina
$24.3M +$2.9M +18,983 +14%
NFG
9
Next Financial Group
Texas
$23.6M -$1.99M -13,065 -8%
RJA
10
Raymond James & Associates
Florida
$17.8M +$1.03M +6,754 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.8M +$895K +5,862 +6%
Morgan Stanley
12
Morgan Stanley
New York
$15.8M +$7.3M +47,836 +88%
ST
13
Sabal Trust
Florida
$14.7M +$14.5M +95,000 New
CA
14
Cambridge Associates
Massachusetts
$12.7M -$1.03M -6,771 -8%
Northern Trust
15
Northern Trust
Illinois
$11.3M -$29K -190 -0.3%
LPL Financial
16
LPL Financial
California
$9.4M +$756K +4,956 +9%
AAS
17
Avantax Advisory Services
Texas
$9.05M -$828K -5,422 -8%
KeyBank National Association
18
KeyBank National Association
Ohio
$8.03M -$264K -1,731 -3%
MCM
19
MAI Capital Management
Ohio
$6.86M +$172K +1,125 +3%
WC
20
Wealth CMT
New Jersey
$6.57M -$174K -1,142 -3%
Wells Fargo
21
Wells Fargo
California
$6.21M +$48.7K +319 +0.8%
CG
22
Colony Group
Massachusetts
$5.47M +$216K +1,417 +4%
CAM
23
Cozad Asset Management
Illinois
$5.45M -$162K -1,060 -3%
RIM
24
Rockbridge Investment Management
New York
$5.27M -$17.6K -115 -0.3%
HighTower Advisors
25
HighTower Advisors
Illinois
$5.2M -$262K -1,715 -5%
1
2 3 4 5

VONE Hedge Fund Activity: Q3 2020 in Review

124 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2020, worth a combined $859M — up 16% from $742M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $49.3M. The largest seller was Daido Life Insurance Company, cutting an estimated $14.7M.

  • 124 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2020, up from 114 in Q2 2020.
  • Funds reported $859M of Vanguard Russell 1000 ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $49.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2020 was Daido Life Insurance Company, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.