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Vanguard Russell 1000 ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
20
Increased
79
Reduced
76
Closed
19
Calls
$12.5M
Puts
$4.24M
Net Calls
+$8.21M
Net Calls Change
+$7.88M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$13M
2
FCC
Flower City Capital
New York
$29.4M
3
RCIM
Red Cedar Investment Management
Michigan
$146M
4
SAM
Sawgrass Asset Management
Florida
$7.22M
5
CA
Clearstead Advisors
Ohio
$12.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
$231K
2
Cerity Partners
Cerity Partners
New York
$59.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$12.9M
4
UBS Group
UBS Group
Switzerland
$112M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
APG
126
Abacus Planning Group
South Carolina
$883K – – –
WG
127
Welch Group
Alabama
$875K -$195 -1 -0%
WANY
128
Wealthspire Advisors (New York)
New York
$801K +$3.11K +16 +0.4%
GM
129
GeoWealth Management
Illinois
$793K +$793K +4,077 New
CFGSD
130
Compass Financial Group (South Dakota)
South Dakota
$792K – – –
CA
131
Cetera Advisors
Colorado
$749K +$189K +971 +34%
PFP
132
Pinnacle Financial Partners
Tennessee
$736K – – –
CGL
133
Clarius Group LLC
Washington
$728K – – –
AIS
134
American Investment Services
Massachusetts
$724K +$29.4K +151 +4%
CA
135
Crane Advisory
California
$702K -$8.45K -43 -1%
WCP
136
Wick Capital Partners
Pennsylvania
$696K -$51.4K -264 -7%
NA
137
NewEdge Advisors
Louisiana
$693K +$657K +3,373 +1,785%
ASN
138
Advisory Services Network
Georgia
$691K -$10.9K -56 -2%
SFA
139
Source Financial Advisors
New York
$675K -$44K -226 -6%
GA
140
Geller Advisors
New York
$645K +$389 +2 +0.1%
AIP
141
Ameritas Investment Partners
Nebraska
$612K -$389 -2 -0.1%
CWM
142
Compass Wealth Management
Connecticut
$608K – – –
BTI
143
Blue Trust Inc
Georgia
$577K +$71.7K +356 +14%
RIS
144
Retirement Income Solutions
Michigan
$570K – – –
CIC
145
Carnegie Investment Counsel
Ohio
$557K +$20.4K +105 +4%
KFGK
146
Keystone Financial Group (Kentucky)
Kentucky
$528K +$19.5K +100 +4%
MAS
147
Madden Advisory Services
Florida
$525K -$14K -72 -3%
WIA
148
World Investment Advisors
California
$523K – – –
EFG
149
Ethos Financial Group
Pennsylvania
$515K – – –
CWM
150
Cornerstone Wealth Management
Missouri
$508K – – –
4 5
6
7 8