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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Evoke Wealth
California
$23M -$1.66M -8,722 -7%
FCC
27
Flower City Capital
New York
$21.9M +$1.18M +6,194 +6%
CIAS
28
CBIZ Investment Advisory Services
Ohio
$18.9M -$409K -2,144 -2%
KeyBank National Association
29
KeyBank National Association
Ohio
$17.3M +$2.8M +14,659 +21%
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$17.1M -$3.45M -18,111 -18%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$15M -$2.69M -14,112 -16%
LGWM
32
Litman Gregory Wealth Management
California
$14.6M +$13.8M +72,301 New
SFG
33
StrategIQ Financial Group
Indiana
$14.5M
OCG
34
Opus Capital Group
Ohio
$12.6M -$595K -3,118 -5%
SIA
35
Stegner Investment Associates
Kentucky
$12.4M -$200K -1,047 -2%
V
36
Veritable
Delaware
$12.3M
RFM
37
Royal Fund Management
Florida
$11.7M -$30.3K -159 -0.3%
HHGA
38
Halbert Hargrove Global Advisors
California
$11.1M -$121K -636 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.6M +$936K +4,909 +10%
AIA
40
Arbor Investment Advisors
North Carolina
$10.6M +$407K +2,137 +4%
MML Investors Services
41
MML Investors Services
Massachusetts
$9.44M +$515K +2,701 +6%
BFAG
42
Blackston Financial Advisory Group
Florida
$9.44M -$261K -1,368 -3%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$8.2M +$750K +3,933 +11%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7.84M -$6.46M -33,900 -47%
Mariner
45
Mariner
Kansas
$7.7M +$65.2K +342 +0.9%
TWM
46
Thrive Wealth Management
Pennsylvania
$7.4M -$841K -4,411 -11%
CCM
47
Coldstream Capital Management
Washington
$7.35M -$174K -910 -2%
CAM
48
Cozad Asset Management
Illinois
$7.22M -$112K -590 -2%
Northern Trust
49
Northern Trust
Illinois
$7.13M -$282K -1,477 -4%
CG
50
Colony Group
Massachusetts
$7.03M -$460K -2,414 -6%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.