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Vanguard Russell 1000 ETF

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

41% more capital invested

Capital invested by funds: $1.58B → $2.22B (+$643M)

9% more funds holding

Funds holding: 196214 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.5% less ownership

Funds ownership: 63.27%62.77% (-0.5%)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.39M

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$1.24M +$1.25M +7,138 New
CWP
102
Cyndeo Wealth Partners
Florida
$1.24M +$1.25M +7,122 New
RJT
103
Raymond James Trust
Florida
$1.15M
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.14M +$944K +5,391 +470%
FHA
105
Flagship Harbor Advisors
Massachusetts
$1.13M +$33.3K +190 +3%
RCG
106
Resource Consulting Group
Florida
$1.12M
SFA
107
Sequoia Financial Advisors
Ohio
$1.08M +$766K +4,372 +239%
TPCW
108
TD Private Client Wealth
New York
$1.06M -$283K -1,617 -21%
FLPIM
109
F.L. Putnam Investment Management
Massachusetts
$1.04M -$717K -4,096 -41%
TF
110
TLWM Financial
Texas
$1.01M +$1.01M +5,790 New
WCP
111
Wick Capital Partners
Pennsylvania
$978K +$271K +1,550 +38%
MA
112
Mutual Advisors
Nebraska
$968K +$5.96K +34 +0.6%
ZF
113
Zhang Financial
Michigan
$944K +$587K +3,353 +163%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$935K +$458K +2,613 +95%
ACP
115
Aveo Capital Partners
Colorado
$857K -$7.83M -44,734 -90%
BFG
116
Bleakley Financial Group
New Jersey
$817K +$821K +4,690 New
APG
117
Abacus Planning Group
South Carolina
$790K
WG
118
Welch Group
Alabama
$783K -$13K -74 -2%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$757K +$761K +4,347 New
AIP
120
Ameritas Investment Partners
Nebraska
$722K +$726K +4,143 New
WANY
121
Wealthspire Advisors (New York)
New York
$709K +$101K +578 +17%
CFGSD
122
Compass Financial Group (South Dakota)
South Dakota
$709K +$713K +4,069 New
TWC
123
TD Waterhouse Canada
Ontario, Canada
$699K +$40.6K +232 +6%
CA
124
Crane Advisory
California
$668K -$601K -3,430 -47%
PFPT
125
Pinnacle Financial Partners (Tennessee)
Tennessee
$659K +$400K +2,283 +152%

VONE Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2022, worth a combined $2.22B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VONE positions and 21 closed out — a net gain of 23 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $264M. The largest seller was Shilanski & Associates, exiting entirely with an estimated $26.3M sold.

  • 214 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $2.22B of Vanguard Russell 1000 ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 44 funds opened new Vanguard Russell 1000 ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $264M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2022 was Shilanski & Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2022.