Vanguard Russell 1000 ETF
VONE
234 hedge funds and large institutions have $2.06B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 20 closing their positions.
194% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $4.24M
1% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 76
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
0.57% less ownership
Funds ownership: 57.49% → 56.92% (-0.57%)
2% less capital invested
Capital invested by funds: $2.11B → $2.06B (-$49.3M)
2% less funds holding
Funds holding: 239 → 234 (-5)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$12.3M |
| 2 |
FCC
Flower City Capital
Pittsford,
New York
|
+$8.65M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
+$7.56M |
| 4 |
SAM
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
+$7.51M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$10.1M |
| 2 |
Cerity Partners
New York
|
-$7.32M |
| 3 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$5.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.57M |
VONE Hedge Fund Activity: Q3 2023 in Review
234 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2023, worth a combined $2.06B — down 2.3% from $2.11B a quarter earlier.
Fund positioning in VONE was balanced in Q3 2023: 20 funds opened new positions, 20 closed out, 77 added to existing stakes and 76 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $12.3M. The largest seller was EP Wealth Advisors, cutting an estimated $10.1M.
- 234 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2023, down from 239 in Q2 2023.
- Funds reported $2.06B of Vanguard Russell 1000 ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
- 20 funds opened new Vanguard Russell 1000 ETF positions in Q3 2023 and 20 closed out, a net change of 0 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $12.3M added.
- The largest Vanguard Russell 1000 ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2023.