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Vanguard Russell 1000 ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
26
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$93.3M
2
EWA
EP Wealth Advisors
California
$57.8M
3
SWM
SigFig Wealth Management
California
$28.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.6M
5
Stifel Financial
Stifel Financial
Missouri
$32.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$33.9M
2
Bank of America
Bank of America
North Carolina
$49.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.75M
4
BlackRock
BlackRock
New York
$0
5
RCIM
Red Cedar Investment Management
Michigan
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGSD
126
Compass Financial Group (South Dakota)
South Dakota
$758K – – –
TWC
127
TD Waterhouse Canada
Ontario, Canada
$746K -$8.41K -45 -1%
MCM
128
Morton Capital Management
California
$745K +$745K +4,000 New
CA
129
Crane Advisory
California
$711K – – –
PFP
130
Pinnacle Financial Partners
Tennessee
$705K – – –
CGL
131
Clarius Group LLC
Washington
$697K -$2.9M -15,562 -81%
SFA
132
Source Financial Advisors
New York
$684K +$8.94K +48 +1%
GA
133
Geller Advisors
New York
$669K +$46K +247 +7%
AIS
134
American Investment Services
Massachusetts
$610K – – –
AIP
135
Ameritas Investment Partners
Nebraska
$595K -$177K -948 -23%
ASN
136
Advisory Services Network
Georgia
$591K – – –
CWM
137
Compass Wealth Management
Connecticut
$582K – – –
ACP
138
Aveo Capital Partners
Colorado
$582K -$334K -1,794 -36%
RIS
139
Retirement Income Solutions
Michigan
$581K – – –
TF
140
TIAA FSB
Florida
$561K – – –
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$541K +$58.7K +315 +12%
WIA
142
World Investment Advisors
California
$540K -$137K -733 -20%
MAS
143
Madden Advisory Services
Florida
$515K +$559 +3 +0.1%
CIC
144
Carnegie Investment Counsel
Ohio
$505K – – –
CWP
145
Cyndeo Wealth Partners
Florida
$496K -$831K -4,460 -63%
EFG
146
Ethos Financial Group
Pennsylvania
$493K – – –
KPWS
147
Kestra Private Wealth Services
Texas
$487K -$74K -397 -13%
CA
148
Cetera Advisors
Colorado
$454K +$7.27K +39 +2%
Corient Private Wealth
149
Corient Private Wealth
Florida
$453K +$148K +793 +48%
BTI
150
Blue Trust Inc
Georgia
$437K – – –
4 5
6
7 8