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Vanguard Russell 1000 ETF

196 hedge funds and large institutions have $1.58B invested in Vanguard Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$92.1M)

5.66% more ownership

Funds ownership: 57.61%63.27% (+5.7%)

2% more funds holding

Funds holding: 192196 (+4)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
21
Increased
71
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$712K +$252K +1,387 +47%
WCP
102
Wick Capital Partners
Pennsylvania
$664K
Brown Advisory
103
Brown Advisory
Maryland
$662K
TWC
104
TD Waterhouse Canada
Ontario, Canada
$636K -$48.6K -268 -7%
5L
105
55I LLC
Massachusetts
$635K -$446K -2,461 -39%
GA
106
Geller Advisors
New York
$620K +$131K +724 +24%
WIA
107
World Investment Advisors
California
$610K -$40.8K -225 -6%
SFA
108
Source Financial Advisors
New York
$592K -$1.15M -6,356 -64%
HFA
109
Highland Financial Advisors
New Jersey
$591K +$234K +1,289 +55%
HWM
110
HB Wealth Management
Georgia
$579K +$643K +3,544 New
WANY
111
Wealthspire Advisors (New York)
New York
$571K +$2.36K +13 +0.4%
LDFR
112
Lehman & Derafelo Financial Resources
Pennsylvania
$530K +$199K +1,100 +52%
TRCT
113
Tower Research Capital (TRC)
New York
$512K -$1.79M -9,852 -76%
TF
114
TIAA FSB
Florida
$504K +$13.6K +75 +2%
BAM
115
Beaumont Asset Management
Texas
$493K +$33.2K +183 +6%
BRWA
116
B. Riley Wealth Advisors
Florida
$469K -$103K -568 -17%
MAS
117
Madden Advisory Services
Florida
$450K +$42.6K +235 +9%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$449K -$129K -714 -21%
RIS
119
Retirement Income Solutions
Michigan
$449K
KPWS
120
Kestra Private Wealth Services
Texas
$442K +$544 +3 +0.1%
M&T Bank
121
M&T Bank
New York
$423K +$470K +2,592 New
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$416K +$11.2K +62 +2%
JWA
123
JFS Wealth Advisors
Pennsylvania
$380K
CA
124
Cetera Advisors
Colorado
$378K -$2.36K -13 -0.6%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$372K

VONE Hedge Fund Activity: Q3 2022 in Review

196 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2022, worth a combined $1.58B — up 6.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 16 closed out — a net gain of 5 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was UBS AM, exiting entirely with an estimated $93.3M sold.

  • 196 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2022, up from 192 in Q2 2022.
  • Funds reported $1.58B of Vanguard Russell 1000 ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q3 2022 and 16 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2022 was Fidelity Investments, an estimated $232M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2022 was UBS AM, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.