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Vanguard Russell 1000 ETF
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Overview Fund Activity

239 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
Holders
239
Holders Change
+17
Holders Change %
+7.66%
% 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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.3M
3
LGWM
3
Litman Gregory Wealth Management
California
$14.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.5M
5
Bank of America
5
Bank of America
North Carolina
$62.2M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$97.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.84M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$17.1M
5
SWM
5
SigFig Wealth Management
California
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
101
Relative Value Partners Group
$1.56M – – –
OP
102
ORG Partners
Indiana
$1.5M +$1.5M +7,456 New
CWM
103
Cherrydale Wealth Management
New Jersey
$1.48M +$308K +1,528 +26%
AWS
104
AJ Wealth Strategies
New York
$1.48M – – –
Vanguard Group
105
Vanguard Group
Pennsylvania
$1.46M -$324K -1,608 -18%
CS
106
Comerica Securities
Michigan
$1.45M +$18.1K +90 +1%
MMPW
107
Mitchell McLeod Pugh & Williams
Alabama
$1.43M – – –
KAS
108
Kestra Advisory Services
Texas
$1.37M -$115K -569 -8%
LWMNY
109
Landmark Wealth Management (New York)
New York
$1.36M -$79.4K -394 -6%
SS
110
Simplicity Solutions
Minnesota
$1.34M +$15.5K +77 +1%
BFG
111
Bleakley Financial Group
New Jersey
$1.34M +$15.5K +77 +1%
RJT
112
Raymond James Trust
Florida
$1.33M -$5.84K -29 -0.4%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$1.3M +$178K +884 +16%
RCG
114
Resource Consulting Group
Florida
$1.29M – – –
FFP
115
FourThought Financial Partners
Florida
$1.24M -$1.01M -4,996 -45%
FLPIM
116
F.L. Putnam Investment Management
Massachusetts
$1.21M – – –
PFO
117
Pathstone Family Office
New Jersey
$1.2M +$202 +1 +0%
TPCW
118
TD Private Client Wealth
New York
$1.19M -$91.5K -454 -7%
FHA
119
Flagship Harbor Advisors
Massachusetts
$1.19M -$30.2K -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 +$1.08M +5,361 New
SFC
123
Strategic Financial Concepts
Texas
$974K -$5.44K -27 -0.6%
CB
124
Commerce Bank
Missouri
$971K -$149K -740 -13%
NFG
125
Nadler Financial Group
Illinois
$960K +$735K +3,645 +325%
3 4
5
6 7