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Vanguard Russell 1000 ETF

149 hedge funds and large institutions have $1.18B invested in Vanguard Russell 1000 ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.04B → $1.18B (+$143M)

7% more funds holding

Funds holding: 139149 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3.77% less ownership

Funds ownership: 52.25%48.48% (-3.8%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.62%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
21
Increased
50
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$230M
RCIM
2
Red Cedar Investment Management
Michigan
$121M -$14.8M -81,816 -11%
UBS Group
3
UBS Group
Switzerland
$89.9M -$531K -2,934 -0.6%
APW
4
Austin Private Wealth
Texas
$78.8M +$3.89M +21,470 +5%
WA
5
Waverly Advisors
Alabama
$57.3M -$508K -2,805 -0.9%
KeyBank National Association
6
KeyBank National Association
Ohio
$49M +$38.3M +211,260 +398%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$46.9M +$25.3M +139,446 +122%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$35.7M -$1.12M -6,199 -3%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$29.6M +$28.9M +159,718 New
RJA
10
Raymond James & Associates
Florida
$26.9M +$3.35M +18,471 +15%
Bank of America
11
Bank of America
North Carolina
$26.7M -$11.8M -64,908 -31%
Morgan Stanley
12
Morgan Stanley
New York
$26.3M -$2.56M -14,159 -9%
NFG
13
Next Financial Group
Texas
$25.2M -$1.52M -8,385 -6%
NIA
14
Northstar Investment Advisors
Colorado
$23.5M +$3.42M +18,873 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21.1M +$13.7M +75,681 +197%
CA
16
Cambridge Associates
Massachusetts
$17.1M -$982K -5,424 -6%
ST
17
Sabal Trust
Florida
$16.2M
Wells Fargo
18
Wells Fargo
California
$16.1M +$8.23M +45,438 +110%
Vanguard Group
19
Vanguard Group
Pennsylvania
$15M -$16.7M -92,060 -53%
SIA
20
Stegner Investment Associates
Kentucky
$11.8M
LPL Financial
21
LPL Financial
California
$11.4M +$314K +1,735 +3%
RFM
22
Royal Fund Management
Florida
$10.5M +$428K +2,363 +4%
MCM
23
MAI Capital Management
Ohio
$9.2M +$942K +5,201 +12%
Stifel Financial
24
Stifel Financial
Missouri
$8.82M +$5.23M +28,890 +154%
Northern Trust
25
Northern Trust
Illinois
$8.34M +$5.43K +30 +0.1%

VONE Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2021, worth a combined $1.18B — up 14% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 10 closed out — a net gain of 11 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $38.3M. The largest seller was Vanguard Group, cutting an estimated $16.7M.

  • 149 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2021, up from 139 in Q4 2020.
  • Funds reported $1.18B of Vanguard Russell 1000 ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q1 2021 and 10 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2021 was KeyBank National Association, an estimated $38.3M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2021 was Vanguard Group, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2021.