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Vanguard Russell 1000 ETF

196 hedge funds and large institutions have $1.58B invested in Vanguard Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$92.1M)

5.66% more ownership

Funds ownership: 57.61%63.27% (+5.7%)

2% more funds holding

Funds holding: 192196 (+4)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
21
Increased
71
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
51
Waypoint Capital Advisors
Minnesota
$4.18M -$3.34M -18,412 -42%
AWA
52
Aaron Wealth Advisors
Illinois
$4.11M +$1.2M +6,638 +36%
Creative Planning
53
Creative Planning
Kansas
$3.63M -$7.98K -44 -0.2%
AAS
54
Avantax Advisory Services
Texas
$3.62M -$626K -3,453 -13%
CFA
55
Capstone Financial Advisors
Illinois
$3.49M -$2.42M -13,335 -38%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$3.45M +$743K +4,095 +24%
CAN
57
Cetera Advisor Networks
California
$3.28M -$10.5K -58 -0.3%
CB
58
Commerce Bank
Missouri
$3.23M -$680K -3,748 -16%
FM
59
Foster & Motley
Ohio
$3.16M -$85.6K -472 -2%
First Manhattan
60
First Manhattan
New York
$3.15M +$1.58M +8,690 +82%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$3.01M -$291K -1,603 -8%
Truist Financial
62
Truist Financial
North Carolina
$2.96M +$1.6M +8,831 +95%
SWA
63
Stratos Wealth Advisors
Ohio
$2.95M +$140K +772 +4%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.65M +$694K +3,826 +31%
BFA
65
Brown Financial Advisory
Alabama
$2.65M +$1.93M +10,645 +191%
HAFS
66
Hapanowicz & Associates Financial Services
Pennsylvania
$2.53M -$171K -942 -6%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$2.44M +$62.6K +345 +2%
Comerica Bank
68
Comerica Bank
Texas
$2.44M -$633K -3,490 -20%
RFC
69
Regions Financial Corp
Alabama
$2.25M -$23.4K -129 -0.9%
TDWM
70
Topel & Distasi Wealth Management
California
$2.18M
AWM
71
AE Wealth Management
Kansas
$2.17M +$142K +782 +6%
UFA
72
US Financial Advisors
Massachusetts
$2.15M +$2.39M +13,163 New
PFO
73
Pathstone Family Office
New Jersey
$1.95M +$1.08M +5,976 +100%
AC
74
Anson Capital
Georgia
$1.91M -$2.18K -12 -0.1%
EPP
75
ETF Portfolio Partners
Kansas
$1.89M +$118K +650 +6%

VONE Hedge Fund Activity: Q3 2022 in Review

196 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2022, worth a combined $1.58B — up 6.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 16 closed out — a net gain of 5 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was UBS AM, exiting entirely with an estimated $93.3M sold.

  • 196 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2022, up from 192 in Q2 2022.
  • Funds reported $1.58B of Vanguard Russell 1000 ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q3 2022 and 16 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2022 was Fidelity Investments, an estimated $232M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2022 was UBS AM, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.