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Vanguard Russell 1000 ETF
VONE

153 hedge funds and large institutions have $1.35B invested in Vanguard Russell 1000 ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

7% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$86.2M)

1% more funds holding

Funds holding: 151 → 153 (+2)

0.5% more ownership

Funds ownership: 51.68% → 52.18% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.68%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
12
Increased
58
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
+$35.6M
2
RCIM
Red Cedar Investment Management
Michigan
+$31.7M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$12.5M
4
APW
Austin Private Wealth
Texas
+$8.29M
5
WC
Wealth CMT
New Jersey
+$7.84M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.86M
2
UBS Group
UBS Group
Switzerland
-$4.82M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.26M
4
AWM
AE Wealth Management
Kansas
-$3.13M
5
Goldman Sachs
Goldman Sachs
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$249M – – –
RCIM
2
Red Cedar Investment Management
Michigan
$140M +$31.7M +153,990 +28%
UBS Group
3
UBS Group
Switzerland
$123M -$4.82M -23,430 -4%
APW
4
Austin Private Wealth
Texas
$100M +$8.29M +40,320 +9%
WA
5
Waverly Advisors
Alabama
$63.7M +$7.41K +36 +0%
KeyBank National Association
6
KeyBank National Association
Ohio
$58.4M +$1.96M +9,548 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$45M -$8.86M -43,085 -16%
BPA
8
Beacon Pointe Advisors
California
$37.9M +$35.6M +172,880 +1,063%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$33.7M -$63.1K -307 -0.2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$32.3M -$4.26M -20,714 -12%
Bank of America
11
Bank of America
North Carolina
$31.8M +$1.22M +5,917 +4%
RJA
12
Raymond James & Associates
Florida
$31.4M +$1.97M +9,583 +7%
Wells Fargo
13
Wells Fargo
California
$29.8M +$728K +3,539 +2%
Morgan Stanley
14
Morgan Stanley
New York
$29.2M +$6.82M +33,170 +29%
NFG
15
Next Financial Group
Texas
$25.5M -$642K -3,120 -2%
PCMC
16
Private Capital Management (Colorado)
Colorado
$17.8M +$7.61M +37,017 +71%
LPL Financial
17
LPL Financial
California
$17M +$5.08M +24,688 +41%
CA
18
Cambridge Associates
Massachusetts
$15.8M – – –
Stifel Financial
19
Stifel Financial
Missouri
$14.8M +$2.79M +13,588 +23%
Ameriprise
20
Ameriprise
Minnesota
$14M +$2.01M +9,778 +16%
SIA
21
Stegner Investment Associates
Kentucky
$12.5M -$203K -987 -2%
Goldman Sachs
22
Goldman Sachs
New York
$12.5M -$2.57M -12,502 -17%
HCC
23
Hirtle Callaghan & Co
Pennsylvania
$12.1M +$12.5M +60,619 New
RFM
24
Royal Fund Management
Florida
$11.5M -$236K -1,148 -2%
MCM
25
MAI Capital Management
Ohio
$10.1M -$58K -282 -0.6%
1
2 3 4 5

VONE Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2021, worth a combined $1.35B — up 6.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VONE positions and 6 closed out — a net gain of 6 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $35.6M. The largest seller was Envestnet Asset Management, cutting an estimated $8.86M.

  • 153 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $1.35B of Vanguard Russell 1000 ETF stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 1000 ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2021 was Beacon Pointe Advisors, an estimated $35.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $8.86M sold.

Based on aggregated 13F filings for Q3 2021.