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Vanguard Russell 1000 ETF

240 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

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
APG
126
Abacus Planning Group
South Carolina
$914K
WG
127
Welch Group
Alabama
$906K
WANY
128
Wealthspire Advisors (New York)
New York
$826K +$2.48K +13 +0.3%
Jane Street
129
Jane Street
New York
$826K -$782K -4,101 -50%
CFGSD
130
Compass Financial Group (South Dakota)
South Dakota
$820K
Renaissance Technologies
131
Renaissance Technologies
New York
$786K +$744K +3,900 New
WCP
132
Wick Capital Partners
Pennsylvania
$774K -$76.3K -400 -9%
PFPT
133
Pinnacle Financial Partners (Tennessee)
Tennessee
$763K
CGL
134
Clarius Group LLC
Washington
$754K
SFA
135
Source Financial Advisors
New York
$745K +$4.58K +24 +0.7%
CA
136
Crane Advisory
California
$729K -$41.2K -216 -6%
ASN
137
Advisory Services Network
Georgia
$727K +$82.4K +432 +14%
AIS
138
American Investment Services
Massachusetts
$719K +$13.2K +69 +2%
TWC
139
TD Waterhouse Canada
Ontario, Canada
$693K -$106K -554 -14%
GA
140
Geller Advisors
New York
$668K -$53K -278 -8%
AIP
141
Ameritas Investment Partners
Nebraska
$634K -$9.15K -48 -2%
CWM
142
Compass Wealth Management
Connecticut
$630K
TF
143
TIAA FSB
Florida
$607K
RIS
144
Retirement Income Solutions
Michigan
$590K -$36.6K -192 -6%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$587K +$1.14K +6 +0.2%
CA
146
Cetera Advisors
Colorado
$580K +$83.5K +438 +18%
IFG
147
Independent Financial Group
California
$562K
MAS
148
Madden Advisory Services
Florida
$558K +$572 +3 +0.1%
CIC
149
Carnegie Investment Counsel
Ohio
$555K +$8.58K +45 +2%
WIA
150
World Investment Advisors
California
$542K -$40K -210 -7%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.