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Vanguard Russell 1000 ETF
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Overview Fund Activity

272 hedge funds and large institutions have $2.74B invested in Vanguard Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
29
Increased
91
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$30.5M
2
EW
2
Evoke Wealth
California
$27.2M
3
WA
3
Waverly Advisors
Alabama
$83.6M
4
HP
4
Hilltop Partners
Indiana
$65.9M
5
KV
5
Kickstand Ventures
New York
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
Bank of America
2
Bank of America
North Carolina
$72.4M
3
DLIC
3
Daido Life Insurance Company
Japan
$88.7M
4
Cerity Partners
4
Cerity Partners
New York
$58.9M
5
UBS Group
5
UBS Group
Switzerland
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
26
Evoke Wealth
California
$27.2M +$23.3M +97,773 +605%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$26.3M -$349K -1,463 -1%
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$25.5M -$448K -1,878 -2%
AWS
29
Atria Wealth Solutions
New York
$24.9M -$359K -1,508 -1%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$23.8M +$733K +3,074 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$20.9M +$799K +3,354 +4%
KeyBank National Association
32
KeyBank National Association
Ohio
$18.1M +$1.4M +5,868 +8%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$16.8M +$991K +4,160 +6%
LGWM
34
Litman Gregory Wealth Management
California
$16.7M -$166K -696 -1%
SWM
35
SigFig Wealth Management
California
$15.9M -$6.24M -26,204 -28%
KV
36
Kickstand Ventures
New York
$15.4M +$14.6M +61,114 +1,647%
SIA
37
Stegner Investment Associates
Kentucky
$14.8M +$49.3K +207 +0.3%
ONB
38
Old National Bancorp
Indiana
$14.5M +$14.5M +60,948 New
OCG
39
Opus Capital Group
Ohio
$14M -$971K -4,076 -7%
AIA
40
Arbor Investment Advisors
North Carolina
$13.4M +$822K +3,450 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$12.2M +$12.2M +51,155 New
RFM
42
Royal Fund Management
Florida
$11.8M -$543K -2,279 -4%
HHGA
43
Halbert Hargrove Global Advisors
California
$11.6M -$1.04M -4,357 -8%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$11M +$8.8M +36,932 +408%
BFAG
45
Blackston Financial Advisory Group
Florida
$10.2M -$441K -1,852 -4%
MML Investors Services
46
MML Investors Services
Massachusetts
$9.85M -$596K -2,499 -6%
PFBT
47
Parkside Financial Bank & Trust
Missouri
$9.77M +$2.49M +10,462 +34%
SAM
48
Sawgrass Asset Management
Florida
$9.65M – – –
GRP
49
Global Retirement Partners
California
$9.47M +$905K +3,796 +11%
CCM
50
Coldstream Capital Management
Washington
$9.25M -$91.8K -385 -1%
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