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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
WIA
126
World Investment Advisors
California
$633K -$15.1K -86 -2%
SFA
127
Source Financial Advisors
New York
$631K
AIS
128
American Investment Services
Massachusetts
$610K +$613K +3,498 New
PWMG
129
Provence Wealth Management Group
California
$583K +$586K +3,345 New
GA
130
Geller Advisors
New York
$583K -$76.2K -435 -12%
PFO
131
Pathstone Family Office
New Jersey
$579K +$350 +2 +0%
LDFR
132
Lehman & Derafelo Financial Resources
Pennsylvania
$563K
ASN
133
Advisory Services Network
Georgia
$553K +$556K +3,173 New
CWM
134
Compass Wealth Management
Connecticut
$545K +$547K +3,125 New
RIS
135
Retirement Income Solutions
Michigan
$543K +$71.5K +408 +15%
KPWS
136
Kestra Private Wealth Services
Texas
$525K +$53.6K +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 +$128K +730 +37%
EFG
140
Ethos Financial Group
Pennsylvania
$461K +$463K +2,644 New
CWM
141
Cherrydale Wealth Management
New Jersey
$457K +$459K +2,621 New
BRWA
142
B. Riley Wealth Advisors
Florida
$453K -$47.1K -269 -9%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$451K -$22.1K -126 -5%
CA
144
Cetera Advisors
Colorado
$418K +$14.7K +84 +4%
BTI
145
Blue Trust Inc
Georgia
$410K +$439K +2,508 New
JWA
146
JFS Wealth Advisors
Pennsylvania
$406K
DWA
147
Delap Wealth Advisory
Oregon
$397K +$399K +2,276 New
Charles Schwab
148
Charles Schwab
California
$394K +$396K +2,262 New
PFS
149
Prospera Financial Services
Texas
$384K +$52.5K +300 +16%
TPWM
150
Twelve Points Wealth Management
Massachusetts
$380K +$2.63K +15 +0.7%

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.