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Vanguard Russell 1000 ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
20
Increased
79
Reduced
76
Closed
19
Calls
$12.5M
Puts
$4.24M
Net Calls
+$8.21M
Net Calls Change
+$7.88M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$13M
2
FCC
2
Flower City Capital
New York
$29.4M
3
RCIM
3
Red Cedar Investment Management
Michigan
$146M
4
SAM
4
Sawgrass Asset Management
Florida
$7.22M
5
CA
5
Clearstead Advisors
Ohio
$12.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$231K
2
Cerity Partners
2
Cerity Partners
New York
$59.6M
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$12.9M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$2.99M – – –
CL
77
Choreo LLC
Illinois
$2.9M +$58.6K +301 +2%
LL
78
LPWM LLC
Minnesota
$2.8M +$91.9K +473 +3%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$2.75M +$2.75M +14,145 New
SC
80
Savant Capital
Illinois
$2.75M -$290K -1,492 -10%
BFA
81
Brown Financial Advisory
Alabama
$2.69M -$2.73K -14 -0.1%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.69M -$353K -1,813 -12%
CWM
83
Cherrydale Wealth Management
New Jersey
$2.68M +$1.26M +6,454 +88%
SAMC
84
Spectrum Asset Management (California)
California
$2.6M -$623K -3,200 -19%
RFC
85
Regions Financial Corp
Alabama
$2.59M -$29.2K -150 -1%
Vanguard Group
86
Vanguard Group
Pennsylvania
$2.56M +$1.15M +5,900 +81%
ZF
87
Zhang Financial
Michigan
$2.47M +$13.4K +69 +0.5%
TDWM
88
Topel & Distasi Wealth Management
California
$2.42M – – –
Neuberger Berman Group
89
Neuberger Berman Group
New York
$2.38M -$238K -1,221 -9%
B
90
Bridgeworth
Alabama
$2.25M -$9.54K -49 -0.4%
PA
91
PFW Advisors
Georgia
$2.11M – – –
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.11M -$166K -853 -7%
AC
93
Anson Capital
Georgia
$1.99M +$8.76K +45 +0.4%
Truist Financial
94
Truist Financial
North Carolina
$1.98M -$60.7K -312 -3%
BRWA
95
B. Riley Wealth Advisors
Florida
$1.97M +$288K +1,481 +17%
PA
96
Parallel Advisors
California
$1.88M – – –
BCM
97
Becker Capital Management
Oregon
$1.83M – – –
EWM
98
Endowment Wealth Management
Wisconsin
$1.79M +$197K +1,013 +12%
EPP
99
ETF Portfolio Partners
Kansas
$1.72M -$36.8K -189 -2%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.65M +$395K +2,030 +31%
2 3
4
5 6