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Vanguard Russell 1000 ETF

286 hedge funds and large institutions have $2.83B invested in Vanguard Russell 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

2% more funds holding

Funds holding: 280286 (+6)

2% more capital invested

Capital invested by funds: $2.77B → $2.83B (+$60M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

1.3% less ownership

Funds ownership: 56.29%54.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
23
Increased
96
Reduced
94
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
CBIZ Investment Advisory Services
Ohio
$4.92M +$542K +2,162 +13%
UFA
77
US Financial Advisors
Massachusetts
$4.83M +$267K +1,067 +6%
VWM
78
Vigilare Wealth Management
Arizona
$4.78M -$63.9K -255 -1%
AA
79
Alesco Advisors
New York
$4.77M -$272K -1,085 -6%
MHS
80
M Holdings Securities
Oregon
$4.68M +$8.02K +32 +0.2%
CWM
81
CMH Wealth Management
New Hampshire
$4.56M +$40.3K +161 +0.9%
HAFS
82
Hapanowicz & Associates Financial Services
Pennsylvania
$4.53M +$7.76K +31 +0.2%
NRW
83
Nova R Wealth
Kansas
$4.49M -$24.8K -99 -0.6%
Osaic Holdings
84
Osaic Holdings
Arizona
$4.44M +$320K +1,278 +8%
RFC
85
Regions Financial Corp
Alabama
$4.19M -$120K -479 -3%
Citadel Advisors
86
Citadel Advisors
Florida
$4.14M +$3.98M +15,906 New
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$4.12M +$145K +578 +4%
FM
88
Foster & Motley
Ohio
$4.07M -$259K -1,034 -6%
SIM
89
Studio Investment Management
Illinois
$4.06M -$31.3K -125 -0.8%
NFG
90
Nadler Financial Group
Illinois
$3.98M +$1.14M +4,560 +43%
ZF
91
Zhang Financial
Michigan
$3.91M -$108K -430 -3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.83M -$49.8K -199 -1%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$3.64M +$328K +1,309 +10%
RFM
94
Royal Fund Management
Florida
$3.33M +$1.54M +6,131 +93%
WCA
95
Waypoint Capital Advisors
Minnesota
$3.29M -$362K -1,445 -10%
TDWM
96
Topel & Distasi Wealth Management
California
$3.23M
BFA
97
Brown Financial Advisory
Alabama
$3.15M -$113K -451 -4%
CB
98
Commerce Bank
Missouri
$3.1M +$692K +2,761 +30%
SC
99
Sapient Capital
Indiana
$2.94M
Truist Financial
100
Truist Financial
North Carolina
$2.79M -$14.5K -58 -0.5%

VONE Hedge Fund Activity: Q3 2024 in Review

286 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2024, worth a combined $2.83B — up 2.2% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 12 closed out — a net gain of 11 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $23.2M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $91.6M sold.

  • 286 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $2.83B of Vanguard Russell 1000 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q3 2024 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2024 was Evoke Wealth, an estimated $23.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2024 was Daido Life Insurance Company, an estimated $91.6M sold.

Based on aggregated 13F filings for Q3 2024.