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Vanguard Russell 1000 ETF
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Overview Fund Activity

272 hedge funds and large institutions have $2.74B invested in Vanguard Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
29
Increased
91
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$30.5M
2
EW
2
Evoke Wealth
California
$27.2M
3
WA
3
Waverly Advisors
Alabama
$83.6M
4
HP
4
Hilltop Partners
Indiana
$65.9M
5
KV
5
Kickstand Ventures
New York
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
Bank of America
2
Bank of America
North Carolina
$72.4M
3
DLIC
3
Daido Life Insurance Company
Japan
$88.7M
4
Cerity Partners
4
Cerity Partners
New York
$58.9M
5
UBS Group
5
UBS Group
Switzerland
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$218K +$218K +915 New
HBW
227
Hazlett, Burt & Watson
West Virginia
$217K – – –
RWA
228
Redhawk Wealth Advisors
Minnesota
$214K +$214K +900 New
BI
229
Berkeley Inc
Idaho
$214K +$214K +900 New
ODG
230
O'Dell Group
Ohio
$212K +$715 +3 +0.3%
IWA
231
Inspirion Wealth Advisors
Illinois
$211K +$211K +887 New
MG
232
Mather Group
Illinois
$210K – – –
FMP
233
Financial Management Professionals
Texas
$206K – – –
SFS
234
Strategic Financial Services
New York
$203K +$203K +850 New
US Bancorp
235
US Bancorp
Minnesota
$177K +$10.7K +45 +6%
William Blair & Company
236
William Blair & Company
Illinois
$167K – – –
IA
237
IFP Advisors
Florida
$147K +$24.3K +102 +20%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$119K – – –
MRCM
239
M&R Capital Management
New Jersey
$114K – – –
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$97.9K -$128K -539 -57%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$90K – – –
NP
242
NorthRock Partners
Minnesota
$87K -$23.8K -100 -22%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$56.1K +$56.1K +236 New
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.2K – – –
RP
245
Rice Partnership
Hawaii
$52.2K +$52.2K +219 New
WBC
246
West Branch Capital
Massachusetts
$42.7K – – –
IWP
247
IAG Wealth Partners
Wisconsin
$37.7K – – –
FGAM
248
Financial Gravity Asset Management
Texas
$36.4K -$453K -1,991 -93%
GWM
249
Geneos Wealth Management
Colorado
$34.6K +$34.6K +145 New
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$33.2K – – –
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10
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