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Vanguard Russell 1000 ETF

139 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

21% more capital invested

Capital invested by funds: $859M → $1.04B (+$179M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

12% more funds holding

Funds holding: 124139 (+15)

0.56% less ownership

Funds ownership: 52.81%52.25% (-0.56%)

Holders
139
Holders Change
+15
Holders Change %
+12.1%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
23
Increased
47
Reduced
39
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
$218M
RCIM
2
Red Cedar Investment Management
Michigan
$129M +$8.92M +54,007 +8%
UBS Group
3
UBS Group
Switzerland
$85.6M +$8.51M +51,522 +12%
APW
4
Austin Private Wealth
Texas
$70.8M +$7.05M +42,674 +12%
WA
5
Waverly Advisors
Alabama
$55M -$1.97M -11,934 -4%
Bank of America
6
Bank of America
North Carolina
$36.7M +$8.69M +52,597 +34%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$34.3M -$1.96M -11,857 -6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$30.3M +$28.6M +173,205 New
Morgan Stanley
9
Morgan Stanley
New York
$27.4M +$8.97M +54,303 +53%
NFG
10
Next Financial Group
Texas
$25.3M -$1.33M -8,028 -5%
RJA
11
Raymond James & Associates
Florida
$22.2M +$1.96M +11,873 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$20M +$1.93M +11,702 +11%
NIA
13
Northstar Investment Advisors
Colorado
$18.9M +$17.8M +108,010 New
CA
14
Cambridge Associates
Massachusetts
$17.1M +$2.6M +15,752 +19%
ST
15
Sabal Trust
Florida
$15.3M -$1.25M -7,565 -8%
AWA
16
Aaron Wealth Advisors
Illinois
$11.2M +$10.6M +64,107 New
SIA
17
Stegner Investment Associates
Kentucky
$11.1M +$9.62M +58,238 +1,080%
LPL Financial
18
LPL Financial
California
$10.5M -$152K -920 -2%
RFM
19
Royal Fund Management
Florida
$9.51M +$4.05M +24,528 +82%
KeyBank National Association
20
KeyBank National Association
Ohio
$9.31M +$214K +1,295 +2%
Northern Trust
21
Northern Trust
Illinois
$7.88M -$4.61M -27,878 -38%
MCM
22
MAI Capital Management
Ohio
$7.8M +$25.3K +153 +0.3%
Wells Fargo
23
Wells Fargo
California
$7.26M +$214K +1,297 +3%
WC
24
Wealth CMT
New Jersey
$7.14M -$284K -1,718 -4%
AAS
25
Avantax Advisory Services
Texas
$6.96M -$3.09M -18,718 -32%

VONE Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2020, worth a combined $1.04B — up 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 7 closed out — a net gain of 16 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $53.7M.

  • 139 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $1.04B of Vanguard Russell 1000 ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2020 was Vanguard Group, an estimated $28.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2020.