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Vanguard Russell 1000 ETF

196 hedge funds and large institutions have $1.58B invested in Vanguard Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$92.1M)

5.66% more ownership

Funds ownership: 57.61%63.27% (+5.7%)

2% more funds holding

Funds holding: 192196 (+4)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
21
Increased
71
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
CBIZ Investment Advisory Services
Ohio
$15.9M
Ameriprise
27
Ameriprise
Minnesota
$13.4M +$2.91M +16,051 +24%
KeyBank National Association
28
KeyBank National Association
Ohio
$12.1M +$2.03M +11,203 +18%
SIA
29
Stegner Investment Associates
Kentucky
$11.1M +$84.1K +464 +0.7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$11M +$5.81M +32,059 +91%
OCG
31
Opus Capital Group
Ohio
$10.9M -$7.16M -39,474 -37%
MCM
32
MAI Capital Management
Ohio
$10.8M +$638K +3,517 +6%
SFG
33
StrategIQ Financial Group
Indiana
$10.4M
BFAG
34
Blackston Financial Advisory Group
Florida
$9.93M -$712K -3,926 -7%
V
35
Veritable
Delaware
$9.87M +$5.7M +31,440 +108%
RFM
36
Royal Fund Management
Florida
$9.54M -$1.64M -9,042 -13%
ACP
37
Aveo Capital Partners
Colorado
$8.11M +$113K +623 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$7.89M +$2.41M +13,282 +38%
AIA
39
Arbor Investment Advisors
North Carolina
$7.41M +$384K +2,120 +5%
TWM
40
Thrive Wealth Management
Pennsylvania
$6.79M -$91.2K -503 -1%
Mariner
41
Mariner
Kansas
$6.71M +$3.21M +17,682 +76%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$6.55M +$7.27M +40,108 New
Northern Trust
43
Northern Trust
Illinois
$6.46M -$1.02M -5,632 -12%
CA
44
Cambridge Associates
Massachusetts
$6.04M -$2.08M -11,492 -24%
CG
45
Colony Group
Massachusetts
$5.99M +$132K +730 +2%
CAM
46
Cozad Asset Management
Illinois
$5.96M +$9.97K +55 +0.2%
WC
47
Wealth CMT
New Jersey
$5.77M -$635K -3,502 -9%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$5.6M +$5.41M +29,836 +670%
HHGA
49
Halbert Hargrove Global Advisors
California
$5.04M -$5.13M -28,292 -48%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$4.26M +$2.31M +12,763 +96%

VONE Hedge Fund Activity: Q3 2022 in Review

196 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2022, worth a combined $1.58B — up 6.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 16 closed out — a net gain of 5 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was UBS AM, exiting entirely with an estimated $93.3M sold.

  • 196 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2022, up from 192 in Q2 2022.
  • Funds reported $1.58B of Vanguard Russell 1000 ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q3 2022 and 16 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2022 was Fidelity Investments, an estimated $232M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2022 was UBS AM, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.