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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
NRW
76
Nova R Wealth
Kansas
$1.82M +$465K +2,562 +30%
LL
77
LPWM LLC
Minnesota
$1.72M -$29.2K -161 -2%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$1.65M
B
79
Bridgeworth
Alabama
$1.59M +$14.3K +79 +0.8%
AF
80
Allworth Financial
California
$1.58M -$463K -2,555 -21%
PA
81
Parallel Advisors
California
$1.58M -$33.7K -186 -2%
Osaic Holdings
82
Osaic Holdings
Arizona
$1.42M +$160K +883 +11%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$1.35M +$231K +1,276 +18%
TPCW
84
TD Private Client Wealth
New York
$1.26M -$9.61K -53 -0.7%
RVPG
85
Relative Value Partners Group
$1.24M +$1.37M +7,582 New
KAS
86
Kestra Advisory Services
Texas
$1.22M +$45.7K +252 +4%
MMPW
87
Mitchell McLeod Pugh & Williams
Alabama
$1.19M
CA
88
Crane Advisory
California
$1.19M +$1.32M +7,264 New
AA
89
Alesco Advisors
New York
$1.18M -$364K -2,005 -22%
EWM
90
Endowment Wealth Management
Wisconsin
$1.17M -$44.1K -243 -3%
RJT
91
Raymond James Trust
Florida
$1.08M
RCG
92
Resource Consulting Group
Florida
$1.05M
FHA
93
Flagship Harbor Advisors
Massachusetts
$1.03M -$107K -590 -9%
CS
94
Comerica Securities
Michigan
$1M +$209K +1,150 +23%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$958K +$110K +609 +12%
MA
96
Mutual Advisors
Nebraska
$902K +$282K +1,554 +39%
WG
97
Welch Group
Alabama
$746K
APG
98
Abacus Planning Group
South Carolina
$741K
SAMC
99
Spectrum Asset Management (California)
California
$720K +$306K +1,685 +62%
Renaissance Technologies
100
Renaissance Technologies
New York
$719K +$345K +1,900 +76%

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.