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Vanguard Russell 1000 ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
20
Increased
79
Reduced
76
Closed
19
Calls
$12.5M
Puts
$4.24M
Net Calls
+$8.21M
Net Calls Change
+$7.88M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$13M
2
FCC
2
Flower City Capital
New York
$29.4M
3
RCIM
3
Red Cedar Investment Management
Michigan
$146M
4
SAM
4
Sawgrass Asset Management
Florida
$7.22M
5
CA
5
Clearstead Advisors
Ohio
$12.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$231K
2
Cerity Partners
2
Cerity Partners
New York
$59.6M
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$12.9M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$21.6M -$1.11M -5,727 -5%
EW
27
Evoke Wealth
California
$20.3M -$1.85M -9,500 -8%
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$19.6M +$3.1M +15,925 +19%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$17.7M +$3.22M +16,550 +22%
KeyBank National Association
30
KeyBank National Association
Ohio
$16.6M -$72.4K -372 -0.4%
HighTower Advisors
31
HighTower Advisors
Illinois
$16.1M +$5.92M +30,401 +58%
SFG
32
StrategIQ Financial Group
Indiana
$13.9M -$35.2K -181 -0.3%
LGWM
33
Litman Gregory Wealth Management
California
$13.9M -$161K -826 -1%
PFO
34
Pathstone Family Office
New Jersey
$13M +$11.8M +60,845 +1,018%
CIAS
35
CBIZ Investment Advisory Services
Ohio
$12.9M -$5.38M -27,661 -29%
CA
36
Clearstead Advisors
Ohio
$12.9M +$6.43M +33,055 +100%
OCG
37
Opus Capital Group
Ohio
$12.2M +$10.7K +55 +0.1%
SIA
38
Stegner Investment Associates
Kentucky
$12M +$973 +5 +0%
HHGA
39
Halbert Hargrove Global Advisors
California
$10.9M +$177K +910 +2%
RFM
40
Royal Fund Management
Florida
$10.8M -$541K -2,781 -5%
AIA
41
Arbor Investment Advisors
North Carolina
$10.2M -$44.6K -229 -0.4%
BFAG
42
Blackston Financial Advisory Group
Florida
$9.33M +$213K +1,094 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$9.13M +$5.45K +28 +0.1%
SAM
44
Sawgrass Asset Management
Florida
$7.22M +$7.22M +37,100 New
TWM
45
Thrive Wealth Management
Pennsylvania
$7.1M -$41.7K -214 -0.6%
CCM
46
Coldstream Capital Management
Washington
$7.04M -$53.5K -275 -0.8%
CAM
47
Cozad Asset Management
Illinois
$6.97M – – –
Northern Trust
48
Northern Trust
Illinois
$6.87M -$14.6K -75 -0.2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$6.84M -$1.08M -5,543 -14%
CG
50
Colony Group
Massachusetts
$6.78M -$973 -5 -0%
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