VONE icon

Vanguard Russell 1000 ETF
VONE

Overview Fund Activity

264 hedge funds and large institutions have $2.56B invested in Vanguard Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+29
Holders Change %
+12.34%
% of All Funds
3.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
42
Increased
94
Reduced
77
Closed
8
Calls
$502K
Puts
$1.89M
Net Calls
-$1.39M
Net Calls Change
-$9.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$204M
2
Bank of America
Bank of America
North Carolina
$122M
3
HP
Hilltop Partners
Indiana
$45.9M
4
Goldman Sachs
Goldman Sachs
New York
$64.9M
5
UBS Group
UBS Group
Switzerland
$137M

Top Sellers

1
EW
Evoke Wealth
California
$3.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
APW
Austin Private Wealth
Texas
$75.9M
4
SWM
SigFig Wealth Management
California
$20.1M
5
CA
Clearstead Advisors
Ohio
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
251
Amundi
France
$21.8K – – –
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$21.7K – – –
TH
253
TCTC Holdings
Texas
$20.2K – – –
HI
254
Harbour Investments
Wisconsin
$18.3K +$8.07K +37 +79%
HR
255
Howe & Rusling
New York
$17.4K +$17.4K +80 New
ACA
256
Aptus Capital Advisors
Alabama
$16.5K -$5.42K -25 -25%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
LOIP
258
Live Oak Investment Partners
Texas
$11.9K -$10.7K – –
NFSG
259
Newbridge Financial Services Group
Florida
$8.81K +$215 +1 +3%
S
260
SignatureFD
Georgia
$5.42K +$5.42K +25 New
Russell Investments Group
261
Russell Investments Group
United Kingdom
$4.56K – – –
HFS
262
Hantz Financial Services
Michigan
$4K +$4K +17 New
SWM
263
Sanctuary Wealth Management
Idaho
$3.69K +$3.69K +17 New
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$651 – – –
HNB
266
Huntington National Bank
Ohio
$217 -$39.9K – –
GM
267
GeoWealth Management
Illinois
– -$793K -4,077 Closed
SPC
268
Sigma Planning Corp
Michigan
– -$345K -1,774 Closed
AIM
269
Anchor Investment Management
South Carolina
– -$304K -1,560 Closed
DAS
270
Dynamic Advisor Solutions
Arizona
– -$232K -1,190 Closed
CP
271
Castleview Partners
Texas
– -$49.1K -252 Closed
WFA
272
WestHill Financial Advisors
California
– -$15.6K -80 Closed
PAIM
273
Punch & Associates Investment Management
Minnesota
– -$9.82K -50 Closed
LFA
274
Level Financial Advisors
New York
– -$195 -1 Closed
7 8 9 10
11