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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
JP Morgan Chase
76
JP Morgan Chase
New York
$3.15M -$53.6K -281 -2%
SC
77
Savant Capital
Illinois
$3.14M -$492K -2,579 -14%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$3.1M +$1.98M +10,404 +210%
CL
79
Choreo LLC
Illinois
$2.94M +$2.78M +14,572 New
AssetMark Inc
80
AssetMark Inc
California
$2.94M +$2.78M +14,558 +291,160%
LL
81
LPWM LLC
Minnesota
$2.81M -$7.44K -39 -0.3%
BFA
82
Brown Financial Advisory
Alabama
$2.79M -$30.7K -161 -1%
AWM
83
AE Wealth Management
Kansas
$2.73M +$21.4K +112 +0.8%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$2.71M -$286K -1,499 -10%
RFC
85
Regions Financial Corp
Alabama
$2.71M -$20.6K -108 -0.8%
ZF
86
Zhang Financial
Michigan
$2.54M +$57.2K +300 +2%
TDWM
87
Topel & Distasi Wealth Management
California
$2.5M
IWC
88
Integrated Wealth Concepts
Massachusetts
$2.36M +$876K +4,596 +65%
B
89
Bridgeworth
Alabama
$2.34M +$364K +1,911 +20%
PA
90
PFW Advisors
Georgia
$2.2M +$2.07M +10,861 New
Truist Financial
91
Truist Financial
North Carolina
$2.11M -$51.3K -269 -2%
AC
92
Anson Capital
Georgia
$2.05M -$342K -1,793 -15%
PA
93
Parallel Advisors
California
$1.94M
BCM
94
Becker Capital Management
Oregon
$1.9M
EPP
95
ETF Portfolio Partners
Kansas
$1.82M -$303K -1,587 -15%
BRWA
96
B. Riley Wealth Advisors
Florida
$1.74M +$239K +1,255 +17%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$1.67M -$2.23M -11,673 -59%
EWM
98
Endowment Wealth Management
Wisconsin
$1.65M +$70.5K +370 +5%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.59M -$15.1K -79 -1%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$1.57M -$307K -1,610 -17%

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.