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Vanguard Russell 1000 ETF
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Overview Fund Activity

239 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
Holders
239
Holders Change
+17
Holders Change %
+7.66%
% 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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.3M
3
LGWM
3
Litman Gregory Wealth Management
California
$14.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.5M
5
Bank of America
5
Bank of America
North Carolina
$62.2M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$97.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.84M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$17.1M
5
SWM
5
SigFig Wealth Management
California
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$3.15M -$56.6K -281 -2%
SC
77
Savant Capital
Illinois
$3.14M -$520K -2,579 -14%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$3.1M +$2.1M +10,404 +210%
CL
79
Choreo LLC
Illinois
$2.94M +$2.94M +14,572 New
AssetMark Inc
80
AssetMark Inc
California
$2.94M +$2.93M +14,558 +291,160%
LL
81
LPWM LLC
Minnesota
$2.81M -$7.87K -39 -0.3%
BFA
82
Brown Financial Advisory
Alabama
$2.79M -$32.5K -161 -1%
AWM
83
AE Wealth Management
Kansas
$2.73M +$22.6K +112 +0.8%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$2.71M -$302K -1,499 -10%
RFC
85
Regions Financial Corp
Alabama
$2.71M -$21.8K -108 -0.8%
ZF
86
Zhang Financial
Michigan
$2.54M +$60.5K +300 +2%
TDWM
87
Topel & Distasi Wealth Management
California
$2.5M – – –
IWC
88
Integrated Wealth Concepts
Massachusetts
$2.36M +$926K +4,596 +65%
B
89
Bridgeworth
Alabama
$2.34M +$385K +1,911 +20%
PA
90
PFW Advisors
Georgia
$2.2M +$2.2M +10,861 New
Truist Financial
91
Truist Financial
North Carolina
$2.11M -$54.2K -269 -2%
AC
92
Anson Capital
Georgia
$2.05M -$361K -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 -$320K -1,587 -15%
BRWA
96
B. Riley Wealth Advisors
Florida
$1.74M +$253K +1,255 +17%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$1.67M -$2.35M -11,673 -59%
EWM
98
Endowment Wealth Management
Wisconsin
$1.65M +$74.6K +370 +5%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.59M -$15.9K -79 -1%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$1.57M -$325K -1,610 -17%
2 3
4
5 6