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Vanguard Russell 1000 ETF
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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.

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

Top Sellers

1
EW
1
Evoke Wealth
California
$3.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
APW
3
Austin Private Wealth
Texas
$75.9M
4
SWM
4
SigFig Wealth Management
California
$20.1M
5
CA
5
Clearstead Advisors
Ohio
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
26
Hirtle Callaghan & Co
Pennsylvania
$23.7M +$1.81M +8,333 +8%
AWS
27
Atria Wealth Solutions
New York
$23M -$1.12M -5,154 -5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$21M -$3.2M -14,755 -13%
SWM
29
SigFig Wealth Management
California
$20.1M -$7.29M -33,611 -27%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.3M +$308K +1,419 +2%
SFG
31
StrategIQ Financial Group
Indiana
$15.5M -$7.81K -36 -0.1%
LGWM
32
Litman Gregory Wealth Management
California
$15.4M -$108K -499 -0.7%
KeyBank National Association
33
KeyBank National Association
Ohio
$15.2M -$3.27M -15,064 -18%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$14.4M +$14.4M +66,535 New
OCG
35
Opus Capital Group
Ohio
$13.6M -$28K -129 -0.2%
SIA
36
Stegner Investment Associates
Kentucky
$13.5M +$112K +516 +0.8%
CIAS
37
CBIZ Investment Advisory Services
Ohio
$13.1M -$743K -3,548 -5%
HHGA
38
Halbert Hargrove Global Advisors
California
$11.5M -$576K -2,655 -5%
AIA
39
Arbor Investment Advisors
North Carolina
$11.4M +$110K +507 +1%
RFM
40
Royal Fund Management
Florida
$11.3M -$754K -3,475 -6%
BFAG
41
Blackston Financial Advisory Group
Florida
$9.69M -$713K -3,285 -7%
MML Investors Services
42
MML Investors Services
Massachusetts
$9.51M -$666K -3,068 -7%
SAM
43
Sawgrass Asset Management
Florida
$8.78M +$735K +3,388 +9%
CCM
44
Coldstream Capital Management
Washington
$8.5M +$655K +3,021 +8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$8.39M +$771K +3,555 +10%
SAMC
46
Spectrum Asset Management (California)
California
$8.09M +$5.19M +23,936 +180%
TWM
47
Thrive Wealth Management
Pennsylvania
$7.97M +$56K +258 +0.7%
GRP
48
Global Retirement Partners
California
$7.78M +$7.72M +35,705 +14,693%
CAM
49
Cozad Asset Management
Illinois
$7.71M -$56.8K -262 -0.7%
Northern Trust
50
Northern Trust
Illinois
$7.33M -$327K -1,506 -4%
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