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Vanguard Russell 1000 ETF

286 hedge funds and large institutions have $2.83B invested in Vanguard Russell 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

2% more funds holding

Funds holding: 280286 (+6)

2% more capital invested

Capital invested by funds: $2.77B → $2.83B (+$60M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

1.3% less ownership

Funds ownership: 56.29%54.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
23
Increased
96
Reduced
94
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
26
Hirtle Callaghan & Co
Pennsylvania
$25.1M -$202K -807 -0.8%
EW
27
Evoke Wealth
California
$24.7M +$23.2M +92,718 +4,458%
MWM
28
Modern Wealth Management
Kansas
$24M +$257K +1,025 +1%
AWS
29
Atria Wealth Solutions
New York
$22.9M -$927K -3,699 -4%
PCMC
30
Private Capital Management (Colorado)
Colorado
$22.8M -$3.98M -15,877 -15%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$19.6M -$1.52M -6,087 -7%
KeyBank National Association
32
KeyBank National Association
Ohio
$19.5M -$119K -477 -0.6%
KV
33
Kickstand Ventures
New York
$17.5M +$332K +1,325 +2%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$17.4M -$503K -2,009 -3%
LGWM
35
Litman Gregory Wealth Management
California
$17.3M -$270K -1,077 -2%
BCM
36
Brookstone Capital Management
Illinois
$16.9M +$16.3M +64,926 New
SIA
37
Stegner Investment Associates
Kentucky
$16.3M +$387K +1,547 +3%
ONB
38
Old National Bancorp
Indiana
$16.1M +$644K +2,572 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$15.2M +$1.79M +7,138 +14%
OCG
40
Opus Capital Group
Ohio
$15M -$66.9K -267 -0.5%
AIA
41
Arbor Investment Advisors
North Carolina
$14.3M -$558K -2,226 -4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$14M +$87.9K +351 +0.7%
SAM
43
Sawgrass Asset Management
Florida
$13.1M +$2.44M +9,734 +24%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$12.1M -$141K -564 -1%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$11.9M +$622K +2,485 +6%
P
46
Pitcairn
Pennsylvania
$11.4M +$10.7M +42,721 +3,859%
HHGA
47
Halbert Hargrove Global Advisors
California
$10.8M -$782K -3,123 -7%
Creative Planning
48
Creative Planning
Kansas
$10.2M +$1.14M +4,570 +13%
CCM
49
Coldstream Capital Management
Washington
$10.1M -$20.3K -81 -0.2%
Vanguard Group
50
Vanguard Group
Pennsylvania
$9.94M +$232K +925 +2%

VONE Hedge Fund Activity: Q3 2024 in Review

286 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2024, worth a combined $2.83B — up 2.2% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 12 closed out — a net gain of 11 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $23.2M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $91.6M sold.

  • 286 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $2.83B of Vanguard Russell 1000 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q3 2024 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2024 was Evoke Wealth, an estimated $23.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2024 was Daido Life Insurance Company, an estimated $91.6M sold.

Based on aggregated 13F filings for Q3 2024.