Vanguard Russell 1000 ETF
VONE
223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.
1,116% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $176K
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
4% more funds holding
Funds holding: 214 → 223 (+9)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
4.81% less ownership
Funds ownership: 62.77% → 57.97% (-4.8%)
9% less capital invested
Capital invested by funds: $2.22B → $2.01B (-$206M)
27% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 81
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
BlackRock
New York
| – | -$22.9M | -131,663 | Closed |
|
|
LGWM
227
Litman Gregory Wealth Management
Larkspur,
California
| – | -$13.7M | -78,600 | Closed |
|
228
Charles Schwab
San Francisco,
California
| – | -$394K | -2,262 | Closed |
|
|
BC
229
Barnett & Company
Chattanooga,
Tennessee
| – | -$339K | -1,943 | Closed |
|
|
HFA
230
Highland Financial Advisors
Wayne,
New Jersey
| – | -$280K | -1,609 | Closed |
|
|
FI
231
Financial Insights
Tacoma,
Washington
| – | -$227K | -1,301 | Closed |
|
|
GVAG
232
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$215K | -1,232 | Closed |
|
233
Belvedere Trading
Chicago,
Illinois
| – | -$97.4K | -535 | Closed |
|
|
USCWA
234
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$47.9K | -275 | Closed |
|
|
MCC
235
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$46K | -264 | Closed |
|
|
PTC
236
Private Trust Company
Cleveland,
Ohio
| – | -$42K | -239 | Closed |
|
|
RIA
237
Realta Investment Advisors
Wilmington,
Delaware
| – | -$28.8K | -165 | Closed |
|
|
FWP
238
FAS Wealth Partners
Leawood,
Kansas
| – | -$2.61K | -15 | Closed |
|
VONE Hedge Fund Activity: Q1 2023 in Review
223 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2023, worth a combined $2.01B — down 9.3% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VONE positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 81 trimmed.
The largest buyer was Ameriprise, adding an estimated $78.4M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.
- 223 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2023, up from 214 in Q4 2022.
- Funds reported $2.01B of Vanguard Russell 1000 ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
- 27 funds opened new Vanguard Russell 1000 ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
- The largest Vanguard Russell 1000 ETF buyer in Q1 2023 was Ameriprise, an estimated $78.4M added.
- The largest Vanguard Russell 1000 ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $242M sold.
Based on aggregated 13F filings for Q1 2023.