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Vanguard Russell 1000 ETF

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

41% more capital invested

Capital invested by funds: $1.58B → $2.22B (+$643M)

9% more funds holding

Funds holding: 196214 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.5% less ownership

Funds ownership: 63.27%62.77% (-0.5%)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.39M

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$2.69M -$454K -2,590 -14%
UFA
77
US Financial Advisors
Massachusetts
$2.61M +$322K +1,836 +14%
LL
78
LPWM LLC
Minnesota
$2.61M +$734K +4,193 +40%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$2.61M
SAM
80
Secure Asset Management
Michigan
$2.61M +$2.62M +14,960 New
NRW
81
Nova R Wealth
Kansas
$2.59M +$649K +3,703 +33%
AWM
82
AE Wealth Management
Kansas
$2.53M +$220K +1,256 +9%
BFA
83
Brown Financial Advisory
Alabama
$2.48M -$350K -2,000 -12%
AF
84
Allworth Financial
California
$2.42M +$740K +4,224 +44%
RFC
85
Regions Financial Corp
Alabama
$2.38M -$20.1K -115 -0.8%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$2.37M -$4.64M -26,509 -66%
FFP
87
FourThought Financial Partners
Florida
$2.29M +$2.31M +13,164 New
AC
88
Anson Capital
Georgia
$2.21M +$169K +967 +8%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.2M -$2.36M -13,447 -52%
EPP
90
ETF Portfolio Partners
Kansas
$1.9M -$114K -649 -6%
JP Morgan Chase
91
JP Morgan Chase
New York
$1.88M +$1.85M +10,558 +4,345%
B
92
Bridgeworth
Alabama
$1.7M
PA
93
Parallel Advisors
California
$1.68M -$2.45K -14 -0.1%
AWS
94
AJ Wealth Strategies
New York
$1.52M +$1.53M +8,730 New
Osaic Holdings
95
Osaic Holdings
Arizona
$1.47M -$43.4K -248 -3%
RVPG
96
Relative Value Partners Group
$1.34M +$21.9K +125 +2%
KAS
97
Kestra Advisory Services
Texas
$1.3M +$2.1K +12 +0.2%
CS
98
Comerica Securities
Michigan
$1.27M +$209K +1,191 +20%
EWM
99
Endowment Wealth Management
Wisconsin
$1.26M +$11K +63 +0.9%
MMPW
100
Mitchell McLeod Pugh & Williams
Alabama
$1.25M -$19.3K -110 -2%

VONE Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2022, worth a combined $2.22B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VONE positions and 21 closed out — a net gain of 23 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $264M. The largest seller was Shilanski & Associates, exiting entirely with an estimated $26.3M sold.

  • 214 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $2.22B of Vanguard Russell 1000 ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 44 funds opened new Vanguard Russell 1000 ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $264M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2022 was Shilanski & Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2022.