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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
101
Relative Value Partners Group
$1.56M
OP
102
ORG Partners
Indiana
$1.5M +$1.42M +7,456 New
CWM
103
Cherrydale Wealth Management
New Jersey
$1.48M +$291K +1,528 +26%
AWS
104
AJ Wealth Strategies
New York
$1.48M
Vanguard Group
105
Vanguard Group
Pennsylvania
$1.46M -$307K -1,608 -18%
CS
106
Comerica Securities
Michigan
$1.45M +$17.2K +90 +1%
MMPW
107
Mitchell McLeod Pugh & Williams
Alabama
$1.43M
KAS
108
Kestra Advisory Services
Texas
$1.37M -$108K -569 -8%
LWMNY
109
Landmark Wealth Management (New York)
New York
$1.36M -$75.1K -394 -6%
BFG
110
Bleakley Financial Group
New Jersey
$1.34M +$14.7K +77 +1%
SS
111
Simplicity Solutions
Minnesota
$1.34M +$14.7K +77 +1%
RJT
112
Raymond James Trust
Florida
$1.32M -$5.53K -29 -0.4%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$1.3M +$169K +884 +16%
RCG
114
Resource Consulting Group
Florida
$1.29M
FFP
115
FourThought Financial Partners
Florida
$1.24M -$953K -4,996 -45%
FLPIM
116
F.L. Putnam Investment Management
Massachusetts
$1.21M
PFO
117
Pathstone Family Office
New Jersey
$1.2M +$191 +1 +0%
TPCW
118
TD Private Client Wealth
New York
$1.19M -$86.6K -454 -7%
FHA
119
Flagship Harbor Advisors
Massachusetts
$1.19M -$28.6K -150 -2%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$1.18M
MA
121
Mutual Advisors
Nebraska
$1.12M
AI
122
Atria Investments
North Carolina
$1.08M +$1.02M +5,361 New
SFC
123
Strategic Financial Concepts
Texas
$974K -$5.15K -27 -0.6%
CB
124
Commerce Bank
Missouri
$971K -$141K -740 -13%
NFG
125
Nadler Financial Group
Illinois
$960K +$695K +3,645 +325%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.