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Vanguard Russell 1000 ETF

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

41% more capital invested

Capital invested by funds: $1.58B → $2.22B (+$643M)

9% more funds holding

Funds holding: 196214 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.5% less ownership

Funds ownership: 63.27%62.77% (-0.5%)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.39M

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$18.4M -$968K -5,530 -5%
HCC
27
Hirtle Callaghan & Co
Pennsylvania
$17.9M -$23.6K -135 -0.1%
BPA
28
Beacon Pointe Advisors
California
$17.6M -$1.25M -7,123 -7%
CIAS
29
CBIZ Investment Advisory Services
Ohio
$16.7M -$241K -1,374 -1%
KeyBank National Association
30
KeyBank National Association
Ohio
$16.4M +$3.49M +19,907 +27%
FCC
31
Flower City Capital
New York
$16.3M -$2.45M -14,001 -13%
LGWM
32
Litman Gregory Wealth Management
California
$13.7M +$13.8M +78,600 New
SFG
33
StrategIQ Financial Group
Indiana
$12.5M +$1.46M +8,320 +13%
Ameriprise
34
Ameriprise
Minnesota
$12.3M -$2.09M -11,929 -15%
OCG
35
Opus Capital Group
Ohio
$11.5M -$130K -743 -1%
RFM
36
Royal Fund Management
Florida
$10.7M +$531K +3,030 +5%
SIA
37
Stegner Investment Associates
Kentucky
$10.7M -$862K -4,924 -7%
V
38
Veritable
Delaware
$10.6M +$72K +411 +0.7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$9.8M +$9.09M +51,896 +1,190%
HHGA
40
Halbert Hargrove Global Advisors
California
$9.79M +$4.43M +25,307 +82%
BFAG
41
Blackston Financial Advisory Group
Florida
$9.48M -$334K -1,905 -3%
AIA
42
Arbor Investment Advisors
North Carolina
$8.49M +$598K +3,413 +8%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$8.43M +$2.47M +14,085 +41%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.35M -$72K -411 -0.9%
M&T Bank
45
M&T Bank
New York
$8.17M +$7.75M +44,279 +1,708%
CCM
46
Coldstream Capital Management
Washington
$7.54M +$7.57M +43,250 New
TWM
47
Thrive Wealth Management
Pennsylvania
$7.41M +$170K +970 +2%
Northern Trust
48
Northern Trust
Illinois
$6.85M -$48.9K -279 -0.7%
CG
49
Colony Group
Massachusetts
$6.73M +$336K +1,921 +5%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.72M +$3.91M +22,300 +137%

VONE Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2022, worth a combined $2.22B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VONE positions and 21 closed out — a net gain of 23 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $264M. The largest seller was Shilanski & Associates, exiting entirely with an estimated $26.3M sold.

  • 214 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $2.22B of Vanguard Russell 1000 ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 44 funds opened new Vanguard Russell 1000 ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $264M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2022 was Shilanski & Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2022.