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Vanguard Russell 1000 ETF

192 hedge funds and large institutions have $1.49B invested in Vanguard Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

2% more funds holding

Funds holding: 189192 (+3)

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

6% less capital invested

Capital invested by funds: $1.57B → $1.49B (-$87.8M)

16.43% less ownership

Funds ownership: 74.04%57.61% (-16%)

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
3.23%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
20
Increased
56
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$681K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$621K +$52K +278 +8%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$598K -$5.43K -29 -0.8%
WANY
104
Wealthspire Advisors (New York)
New York
$598K
BRWA
105
B. Riley Wealth Advisors
Florida
$591K -$76.5K -409 -11%
GA
106
Geller Advisors
New York
$527K +$29.6K +158 +5%
TF
107
TIAA FSB
Florida
$517K +$563K +3,011 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$511K +$151K +808 +37%
TPWM
109
Twelve Points Wealth Management
Massachusetts
$491K -$22.5K -120 -4%
BAM
110
Beaumont Asset Management
Texas
$487K
SAMC
111
Spectrum Asset Management (California)
California
$466K -$44.9K -240 -8%
RIS
112
Retirement Income Solutions
Michigan
$466K
KPWS
113
Kestra Private Wealth Services
Texas
$465K
MAS
114
Madden Advisory Services
Florida
$433K +$472K +2,520 New
Renaissance Technologies
115
Renaissance Technologies
New York
$430K +$168K +900 +56%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$427K
NC
117
NewSquare Capital
Pennsylvania
$425K +$463K +2,475 New
CA
118
Cetera Advisors
Colorado
$400K -$65.3K -349 -13%
JWA
119
JFS Wealth Advisors
Pennsylvania
$400K
HFA
120
Highland Financial Advisors
New Jersey
$400K +$436K +2,328 New
FPAS
121
Focus Partners Advisor Solutions
Missouri
$391K -$8.05K -43 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$373K -$76.5K -409 -16%
LDFR
123
Lehman & Derafelo Financial Resources
Pennsylvania
$367K
ZF
124
Zhang Financial
Michigan
$354K
CFAM
125
Coury Firm Asset Management
Pennsylvania
$330K -$120K -643 -25%

VONE Hedge Fund Activity: Q2 2022 in Review

192 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2022, worth a combined $1.49B — down 5.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 14 closed out — a net gain of 6 holders — while 56 added to existing stakes and 53 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $102M. The largest seller was Aaron Wealth Advisors, cutting an estimated $510M.

  • 192 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2022, up from 189 in Q1 2022.
  • Funds reported $1.49B of Vanguard Russell 1000 ETF stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q2 2022 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2022 was UBS AM, an estimated $102M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2022.