We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF

223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $176K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4.81% less ownership

Funds ownership: 62.77%57.97% (-4.8%)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$206M)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Brown Financial Advisory
Alabama
$2.61M -$39.7K -218 -2%
LL
77
LPWM LLC
Minnesota
$2.61M -$128K -702 -5%
UFA
78
US Financial Advisors
Massachusetts
$2.59M -$203K -1,117 -7%
RFC
79
Regions Financial Corp
Alabama
$2.53M -$19.9K -109 -0.8%
AWM
80
AE Wealth Management
Kansas
$2.5M -$204K -1,122 -8%
TDWM
81
Topel & Distasi Wealth Management
California
$2.31M +$2.26M +12,409 New
ZF
82
Zhang Financial
Michigan
$2.3M +$1.26M +6,905 +128%
AC
83
Anson Capital
Georgia
$2.23M -$132K -723 -6%
FFP
84
FourThought Financial Partners
Florida
$2.08M -$366K -2,009 -15%
Truist Financial
85
Truist Financial
North Carolina
$2.01M -$3.07M -16,882 -61%
EPP
86
ETF Portfolio Partners
Kansas
$1.98M -$50.6K -278 -3%
Citadel Advisors
87
Citadel Advisors
Florida
$1.96M +$1.91M +10,506 New
B
88
Bridgeworth
Alabama
$1.81M -$10.6K -58 -0.6%
PA
89
Parallel Advisors
California
$1.8M
BCM
90
Becker Capital Management
Oregon
$1.75M +$1.71M +9,405 New
JMPWA
91
JP Morgan Private Wealth Advisors
California
$1.75M -$44.1M -242,336 -96%
Vanguard Group
92
Vanguard Group
Pennsylvania
$1.65M +$1.61M +8,867 New
FTUS
93
Flow Traders U.S.
New York
$1.59M +$1.55M +8,513 New
Jane Street
94
Jane Street
New York
$1.53M +$1.49M +8,198 New
Osaic Holdings
95
Osaic Holdings
Arizona
$1.48M -$90.7K -498 -6%
EWM
96
Endowment Wealth Management
Wisconsin
$1.45M +$101K +554 +8%
RVPG
97
Relative Value Partners Group
$1.44M +$4.74K +26 +0.3%
BRWA
98
B. Riley Wealth Advisors
Florida
$1.38M +$872K +4,790 +184%
KAS
99
Kestra Advisory Services
Texas
$1.37M -$18.8K -103 -1%
AWS
100
AJ Wealth Strategies
New York
$1.36M -$257K -1,411 -16%

VONE Hedge Fund Activity: Q1 2023 in Review

223 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2023, worth a combined $2.01B — down 9.3% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VONE positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.4M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 223 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $2.01B of Vanguard Russell 1000 ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 27 funds opened new Vanguard Russell 1000 ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2023 was Ameriprise, an estimated $78.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2023.