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Vanguard Russell 1000 ETF

151 hedge funds and large institutions have $1.27B invested in Vanguard Russell 1000 ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

7% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$85.9M)

3.2% more ownership

Funds ownership: 48.48%51.68% (+3.2%)

1% more funds holding

Funds holding: 149151 (+2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
49
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
$249M
UBS Group
2
UBS Group
Switzerland
$127M +$29.4M +150,665 +31%
RCIM
3
Red Cedar Investment Management
Michigan
$110M -$21M -107,884 -16%
APW
4
Austin Private Wealth
Texas
$92.2M +$6.87M +35,213 +8%
WA
5
Waverly Advisors
Alabama
$61.3M -$122K -623 -0.2%
KeyBank National Association
6
KeyBank National Association
Ohio
$56.5M +$3.46M +17,760 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$53.7M +$2.86M +14,643 +6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$34.9M -$3.02M -15,473 -8%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$33.8M +$1.74M +8,934 +6%
Bank of America
10
Bank of America
North Carolina
$30.6M +$1.65M +8,472 +6%
RJA
11
Raymond James & Associates
Florida
$29.5M +$397K +2,033 +1%
NIA
12
Northstar Investment Advisors
Colorado
$29.4M +$3.35M +17,164 +14%
Wells Fargo
13
Wells Fargo
California
$29.1M +$11.4M +58,351 +67%
NFG
14
Next Financial Group
Texas
$26.2M -$1.08M -5,545 -4%
Morgan Stanley
15
Morgan Stanley
New York
$22.6M -$5.76M -29,545 -21%
CA
16
Cambridge Associates
Massachusetts
$15.8M -$2.52M -12,935 -14%
Goldman Sachs
17
Goldman Sachs
New York
$15M +$9.48M +48,582 +184%
SIA
18
Stegner Investment Associates
Kentucky
$12.7M
Stifel Financial
19
Stifel Financial
Missouri
$12.1M +$2.48M +12,716 +27%
LPL Financial
20
LPL Financial
California
$12.1M -$243K -1,245 -2%
Ameriprise
21
Ameriprise
Minnesota
$12.1M +$4.89M +25,059 +71%
RFM
22
Royal Fund Management
Florida
$11.8M +$404K +2,073 +4%
PCMC
23
Private Capital Management (Colorado)
Colorado
$10.4M +$5.65M +28,977 +126%
MCM
24
MAI Capital Management
Ohio
$10.2M +$196K +1,004 +2%
Northern Trust
25
Northern Trust
Illinois
$9.01M -$5.85K -30 -0.1%

VONE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2021, worth a combined $1.27B — up 7.3% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VONE positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $29.4M. The largest seller was Red Cedar Investment Management, cutting an estimated $21M.

  • 151 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2021, up from 149 in Q1 2021.
  • Funds reported $1.27B of Vanguard Russell 1000 ETF stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 1000 ETF positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2021 was UBS Group, an estimated $29.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2021 was Red Cedar Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2021.