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Vanguard Russell 1000 ETF
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Overview Fund Activity

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
Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.45%
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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$263M
2
Bank of America
Bank of America
North Carolina
$153M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$43.9M
4
EW
Evoke Wealth
California
$35.2M
5
Morgan Stanley
Morgan Stanley
New York
$60.8M

Top Sellers

1
SA
Shilanski & Associates
Alaska
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
3
ACP
Aveo Capital Partners
Colorado
$857K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.36M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
World Investment Advisors
California
$633K -$15K -86 -2%
SFA
127
Source Financial Advisors
New York
$631K – – –
AIS
128
American Investment Services
Massachusetts
$610K +$610K +3,498 New
PWMG
129
Provence Wealth Management Group
California
$583K +$583K +3,345 New
GA
130
Geller Advisors
New York
$583K -$75.8K -435 -12%
PFO
131
Pathstone Family Office
New Jersey
$579K +$97 +2 +0%
LDFR
132
Lehman & Derafelo Financial Resources
Pennsylvania
$563K – – –
ASN
133
Advisory Services Network
Georgia
$553K +$553K +3,173 New
CWM
134
Compass Wealth Management
Connecticut
$545K +$545K +3,125 New
RIS
135
Retirement Income Solutions
Michigan
$543K +$71.1K +408 +15%
KPWS
136
Kestra Private Wealth Services
Texas
$525K +$53.3K +306 +11%
TF
137
TIAA FSB
Florida
$525K -$13.1K -75 -2%
MAS
138
Madden Advisory Services
Florida
$481K +$1.05K +6 +0.2%
CIC
139
Carnegie Investment Counsel
Ohio
$472K +$127K +730 +37%
EFG
140
Ethos Financial Group
Pennsylvania
$461K +$461K +2,644 New
CWM
141
Cherrydale Wealth Management
New Jersey
$457K +$457K +2,621 New
BRWA
142
B. Riley Wealth Advisors
Florida
$453K -$46.9K -269 -9%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$451K -$22K -126 -5%
CA
144
Cetera Advisors
Colorado
$418K +$14.6K +84 +4%
BTI
145
Blue Trust Inc
Georgia
$410K +$410K +2,508 New
JWA
146
JFS Wealth Advisors
Pennsylvania
$406K – – –
DWA
147
Delap Wealth Advisory
Oregon
$397K +$397K +2,276 New
Charles Schwab
148
Charles Schwab
California
$394K +$394K +2,262 New
PFS
149
Prospera Financial Services
Texas
$384K +$52.3K +300 +16%
TPWM
150
Twelve Points Wealth Management
Massachusetts
$380K +$2.61K +15 +0.7%
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