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Vanguard Russell 1000 ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.77B invested in Vanguard Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
4.04%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
26
Increased
73
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.3M
2
MWM
2
Modern Wealth Management
Kansas
$22.5M
3
UBS Group
3
UBS Group
Switzerland
$148M
4
Stifel Financial
4
Stifel Financial
Missouri
$74.5M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$7.35M

Top Sellers

1
PCMC
1
Private Capital Management (Colorado)
Colorado
$25.5M
2
EW
2
Evoke Wealth
California
$514K
3
Goldman Sachs
3
Goldman Sachs
New York
$48.4M
4
RCIM
4
Red Cedar Investment Management
Michigan
$168M
5
SWM
5
SigFig Wealth Management
California
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$26.5M -$681K -2,768 -3%
PCMC
27
Private Capital Management (Colorado)
Colorado
$25.5M -$33.4M -135,762 -57%
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$23.9M -$2.43M -9,879 -9%
AWS
29
Atria Wealth Solutions
New York
$22.6M -$3.13M -12,721 -12%
MWM
30
Modern Wealth Management
Kansas
$22.5M +$22.5M +91,429 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$20.2M -$4.32M -17,565 -18%
KeyBank National Association
32
KeyBank National Association
Ohio
$18.6M -$163K -663 -0.9%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$16.9M -$475K -1,930 -3%
LGWM
34
Litman Gregory Wealth Management
California
$16.6M -$700K -2,845 -4%
KV
35
Kickstand Ventures
New York
$16.2M +$239K +970 +1%
SIA
36
Stegner Investment Associates
Kentucky
$15M -$314K -1,276 -2%
ONB
37
Old National Bancorp
Indiana
$14.6M -$425K -1,729 -3%
OCG
38
Opus Capital Group
Ohio
$14.3M -$124K -504 -0.9%
AIA
39
Arbor Investment Advisors
North Carolina
$14.1M +$249K +1,012 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$13.2M +$573K +2,330 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$12.6M +$2.43M +9,884 +24%
GRP
42
Global Retirement Partners
California
$12.6M +$2.78M +11,281 +28%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$11.6M +$243K +987 +2%
HHGA
44
Halbert Hargrove Global Advisors
California
$11M -$991K -4,028 -8%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$10.6M +$541K +2,200 +5%
SAM
46
Sawgrass Asset Management
Florida
$9.96M – – –
CCM
47
Coldstream Capital Management
Washington
$9.59M +$42.1K +171 +0.4%
Vanguard Group
48
Vanguard Group
Pennsylvania
$9.18M +$738K +2,999 +9%
Creative Planning
49
Creative Planning
Kansas
$8.55M +$1.16M +4,734 +16%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.47M -$712K -2,893 -8%
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