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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
226
City State Bank
Iowa
$20K
TH
227
TCTC Holdings
Texas
$18.7K
NFSG
228
Newbridge Financial Services Group
Florida
$16.2K +$191 +1 +1%
WFA
229
WestHill Financial Advisors
California
$16.1K
LOIP
230
Live Oak Investment Partners
Texas
$11.1K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$11K
PAIM
232
Punch & Associates Investment Management
Minnesota
$10.2K
HI
233
Harbour Investments
Wisconsin
$9.46K
KTC
234
Kistler-Tiffany Companies
Pennsylvania
$8.26K
HS
235
Horan Securities
United States
$4.77K
Russell Investments Group
236
Russell Investments Group
United Kingdom
$4.24K
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$2.82K -$226K -1,187 -99%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$605 +$572 +3 New
SWA
239
Sutton Wealth Advisors
Florida
$421
HNB
240
Huntington National Bank
Ohio
$202
LFA
241
Level Financial Advisors
New York
$202
FGAM
242
Financial Gravity Asset Management
Texas
$22
SAM
243
Secure Asset Management
Michigan
-$2.82M -15,150 Closed
Citadel Advisors
244
Citadel Advisors
Florida
-$1.96M -10,506 Closed
FTUS
245
Flow Traders U.S.
New York
-$1.59M -8,513 Closed
MCM
246
Morton Capital Management
California
-$745K -4,000 Closed
Corient Private Wealth
247
Corient Private Wealth
Florida
-$453K -2,433 Closed
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
-$212K -1,137 Closed
AAS
249
Ameritas Advisory Services
Nebraska
-$38K -204 Closed

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.