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Vanguard Russell 1000 ETF
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Overview Fund Activity

311 hedge funds and large institutions have $2.97B invested in Vanguard Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+26
Holders Change %
+9.12%
% of All Funds
4.14%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
40
Increased
94
Reduced
98
Closed
8
Calls
$187K
Puts
$107K
Net Calls
+$80K
Net Calls Change
+$80K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$171M
2
Morgan Stanley
2
Morgan Stanley
New York
$162M
3
Wells Fargo
3
Wells Fargo
California
$60.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.9M
5
AC
5
Apella Capital
Connecticut
$9.27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$207M
2
Cerity Partners
2
Cerity Partners
New York
$55.7M
3
APW
3
Austin Private Wealth
Texas
$68.5M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
Mather Group
Illinois
$331K – – –
GWANC
227
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K +$325K +1,218 New
EWA
228
EP Wealth Advisors
California
$317K -$862K -3,230 -73%
1WM
229
1900 Wealth Management
Texas
$315K +$67.5K +253 +27%
Lido Advisors
230
Lido Advisors
California
$314K -$40.6K -152 -11%
DWA
231
Delap Wealth Advisory
Oregon
$301K – – –
TP
232
Tranquility Partners
Tennessee
$299K -$3.2K -12 -1%
NRG
233
Nemes Rush Group
Michigan
$296K +$296K +1,111 New
AWM
234
AE Wealth Management
Kansas
$296K +$89.1K +334 +43%
JWM
235
JFG Wealth Management
Colorado
$295K – – –
CWP
236
Cyndeo Wealth Partners
Florida
$290K – – –
MW
237
Marcum Wealth
Ohio
$280K – – –
CWC
238
Carolinas Wealth Consulting
North Carolina
$278K – – –
IF
239
Intrua Financial
Texas
$274K -$53.3K -200 -16%
GSIS
240
Global Strategic Investment Solutions
Arizona
$274K +$534 +2 +0.2%
CIAS
241
Capital Investment Advisory Services
North Carolina
$274K – – –
NCM
242
Narwhal Capital Management
Georgia
$270K – – –
HFO
243
Heritage Family Offices
Arizona
$267K – – –
VPWA
244
Vestia Personal Wealth Advisors
Indiana
$258K -$31.2K -117 -11%
VA
245
Valmark Advisers
Ohio
$255K -$5.33K -20 -2%
BI
246
Berkeley Inc
Idaho
$241K -$240K -901 -50%
RWA
247
Redhawk Wealth Advisors
Minnesota
$240K – – –
MAM
248
MMA Asset Management
Pennsylvania
$240K +$240K +900 New
HBW
249
Hazlett, Burt & Watson
West Virginia
$240K – – –
ODG
250
O'Dell Group
Ohio
$239K +$800 +3 +0.3%
8 9
10
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