We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF

178 hedge funds and large institutions have $1.63B invested in Vanguard Russell 1000 ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$278M)

16% more funds holding

Funds holding: 153178 (+25)

2.73% more ownership

Funds ownership: 52.18%54.91% (+2.7%)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
33
Increased
59
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$272M
RCIM
2
Red Cedar Investment Management
Michigan
$157M +$3.64M +17,099 +2%
UBS Group
3
UBS Group
Switzerland
$144M +$9.5M +44,617 +7%
APW
4
Austin Private Wealth
Texas
$112M +$1.86M +8,734 +2%
Bank of America
5
Bank of America
North Carolina
$68M +$32.4M +152,174 +96%
KeyBank National Association
6
KeyBank National Association
Ohio
$64.1M +$249K +1,168 +0.4%
WA
7
Waverly Advisors
Alabama
$59.4M -$426K -2,001 -0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$50.8M +$1.51M +7,083 +3%
Morgan Stanley
9
Morgan Stanley
New York
$44.1M +$11.9M +55,773 +38%
Goldman Sachs
10
Goldman Sachs
New York
$41.2M +$26.7M +125,571 +201%
Wells Fargo
11
Wells Fargo
California
$40.1M +$7.37M +34,606 +23%
RJA
12
Raymond James & Associates
Florida
$37.9M +$3.5M +16,434 +10%
Cerity Partners
13
Cerity Partners
New York
$37.6M +$36.6M +171,681 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$37.1M +$244K +1,146 +0.7%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$29.1M -$2.06M -9,650 -6%
PCMC
16
Private Capital Management (Colorado)
Colorado
$28.9M +$9.11M +42,769 +48%
NFG
17
Next Financial Group
Texas
$27.9M +$24.5K +115 +0.1%
LPL Financial
18
LPL Financial
California
$18.7M +$64.1K +301 +0.4%
Stifel Financial
19
Stifel Financial
Missouri
$18.6M +$2.35M +11,021 +15%
SFG
20
StrategIQ Financial Group
Indiana
$18.2M +$17.8M +83,375 New
Ameriprise
21
Ameriprise
Minnesota
$16M +$640K +3,005 +4%
CA
22
Cambridge Associates
Massachusetts
$15.7M -$1.6M -7,497 -9%
MCM
23
MAI Capital Management
Ohio
$14.3M +$3.16M +14,819 +29%
SIA
24
Stegner Investment Associates
Kentucky
$13.7M
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$13.1M -$174K -817 -1%

VONE Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2021, worth a combined $1.63B — up 21% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VONE positions and 6 closed out — a net gain of 27 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $36.6M. The largest seller was Beacon Pointe Advisors, cutting an estimated $36.6M.

  • 178 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $1.63B of Vanguard Russell 1000 ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 1000 ETF positions in Q4 2021 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2021 was Cerity Partners, an estimated $36.6M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2021 was Beacon Pointe Advisors, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2021.