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Vanguard Russell 1000 ETF

223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $176K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4.81% less ownership

Funds ownership: 62.77%57.97% (-4.8%)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$206M)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
126
Compass Financial Group (South Dakota)
South Dakota
$758K
TWC
127
TD Waterhouse Canada
Ontario, Canada
$746K -$8.2K -45 -1%
MCM
128
Morton Capital Management
California
$745K +$728K +4,000 New
CA
129
Crane Advisory
California
$711K
PFPT
130
Pinnacle Financial Partners (Tennessee)
Tennessee
$705K
CGL
131
Clarius Group LLC
Washington
$697K -$2.83M -15,562 -81%
SFA
132
Source Financial Advisors
New York
$684K +$8.74K +48 +1%
GA
133
Geller Advisors
New York
$669K +$45K +247 +7%
AIS
134
American Investment Services
Massachusetts
$610K
AIP
135
Ameritas Investment Partners
Nebraska
$595K -$173K -948 -23%
ASN
136
Advisory Services Network
Georgia
$591K
CWM
137
Compass Wealth Management
Connecticut
$582K
ACP
138
Aveo Capital Partners
Colorado
$582K -$327K -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 +$57.4K +315 +12%
WIA
142
World Investment Advisors
California
$540K -$133K -733 -20%
IFG
143
Independent Financial Group
California
$520K +$508K +2,789 New
MAS
144
Madden Advisory Services
Florida
$515K +$546 +3 +0.1%
CIC
145
Carnegie Investment Counsel
Ohio
$505K
CWP
146
Cyndeo Wealth Partners
Florida
$496K -$812K -4,460 -63%
EFG
147
Ethos Financial Group
Pennsylvania
$493K
KPWS
148
Kestra Private Wealth Services
Texas
$487K -$72.3K -397 -13%
CA
149
Cetera Advisors
Colorado
$454K +$7.1K +39 +2%
Corient Private Wealth
150
Corient Private Wealth
Florida
$453K +$144K +793 +48%

VONE Hedge Fund Activity: Q1 2023 in Review

223 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2023, worth a combined $2.01B — down 9.3% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VONE positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.4M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 223 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $2.01B of Vanguard Russell 1000 ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 27 funds opened new Vanguard Russell 1000 ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2023 was Ameriprise, an estimated $78.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2023.