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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
51
Wealth CMT
New Jersey
$6.76M -$190K -994 -3%
CA
52
Clearstead Advisors
Ohio
$6.66M +$1.1M +5,780 +21%
FCMC
53
Founders Capital Management (Connecticut)
Connecticut
$6.09M +$5.76M +30,204 New
Creative Planning
54
Creative Planning
Kansas
$5.91M +$20.2K +106 +0.4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$5.76M +$86.9K +456 +2%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$5.26M +$448K +2,348 +10%
AAS
57
Avantax Advisory Services
Texas
$5.15M -$146K -767 -3%
AWA
58
Aaron Wealth Advisors
Illinois
$5.12M -$432K -2,264 -8%
CA
59
Cambridge Associates
Massachusetts
$5.1M
WCA
60
Waypoint Capital Advisors
Minnesota
$4.98M -$50.1K -263 -1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$4.55M +$3.23M +16,962 +302%
CFA
62
Capstone Financial Advisors
Illinois
$4.29M -$34.7K -182 -0.8%
M&T Bank
63
M&T Bank
New York
$4.17M -$2.17M -11,370 -35%
AA
64
Alesco Advisors
New York
$4.1M
First Manhattan
65
First Manhattan
New York
$4.06M -$29.6K -155 -0.8%
HAFS
66
Hapanowicz & Associates Financial Services
Pennsylvania
$4.01M -$82.2K -431 -2%
AF
67
Allworth Financial
California
$3.93M -$23.5K -123 -0.6%
FM
68
Foster & Motley
Ohio
$3.88M -$27.6K -145 -0.7%
CAN
69
Cetera Advisor Networks
California
$3.77M -$97.8K -513 -3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$3.46M -$913K -4,787 -22%
NRW
71
Nova R Wealth
Kansas
$3.43M +$371K +1,945 +13%
CWM
72
CMH Wealth Management
New Hampshire
$3.42M +$3.24M +16,972 New
SAMC
73
Spectrum Asset Management (California)
California
$3.33M -$16.2K -85 -0.5%
UFA
74
US Financial Advisors
Massachusetts
$3.32M +$492K +2,578 +19%
SWA
75
Stratos Wealth Advisors
Ohio
$3.25M +$33.4K +175 +1%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.