VONE icon

Vanguard Russell 1000 ETF
VONE

Overview Fund Activity

264 hedge funds and large institutions have $2.56B invested in Vanguard Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+29
Holders Change %
+12.34%
% of All Funds
3.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
42
Increased
94
Reduced
77
Closed
8
Calls
$502K
Puts
$1.89M
Net Calls
-$1.39M
Net Calls Change
-$9.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$204M
2
Bank of America
Bank of America
North Carolina
$122M
3
HP
Hilltop Partners
Indiana
$45.9M
4
Goldman Sachs
Goldman Sachs
New York
$64.9M
5
UBS Group
UBS Group
Switzerland
$137M

Top Sellers

1
EW
Evoke Wealth
California
$3.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
APW
Austin Private Wealth
Texas
$75.9M
4
SWM
SigFig Wealth Management
California
$20.1M
5
CA
Clearstead Advisors
Ohio
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
126
Flow Traders U.S.
New York
$1.36M +$1.36M +6,270 New
LWMNY
127
Landmark Wealth Management (New York)
New York
$1.34M -$48.8K -225 -4%
LNC
128
Lincoln National Corp
Pennsylvania
$1.25M +$1.25M +5,741 New
TPCW
129
TD Private Client Wealth
New York
$1.24M -$9.11K -42 -0.7%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.23M +$812K +3,726 +192%
EFG
131
Ethos Financial Group
Pennsylvania
$1.21M +$639K +2,945 +111%
ITIM
132
Indiana Trust & Investment Management
Indiana
$1.16M – – –
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$1.14M -$3.36M -15,485 -75%
AI
134
Atria Investments
North Carolina
$1.12M -$16.1K -74 -1%
SFA
135
Sequoia Financial Advisors
Ohio
$1.12M +$657K +3,029 +142%
MA
136
Mutual Advisors
Nebraska
$1.07M -$130K -601 -11%
SFC
137
Strategic Financial Concepts
Texas
$1.07M +$22.1K +102 +2%
WANY
138
Wealthspire Advisors (New York)
New York
$1.06M +$169K +780 +19%
APG
139
Abacus Planning Group
South Carolina
$984K – – –
WG
140
Welch Group
Alabama
$975K – – –
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$967K -$24.5K -113 -2%
AIS
142
American Investment Services
Massachusetts
$921K +$115K +528 +14%
NA
143
NewEdge Advisors
Louisiana
$911K +$138K +637 +18%
CFGSD
144
Compass Financial Group (South Dakota)
South Dakota
$883K – – –
PFP
145
Pinnacle Financial Partners
Tennessee
$821K – – –
CGL
146
Clarius Group LLC
Washington
$812K – – –
KV
147
Kickstand Ventures
New York
$805K +$805K +3,710 New
WCP
148
Wick Capital Partners
Pennsylvania
$776K – – –
GRA
149
Golden Road Advisors
Florida
$764K +$764K +3,520 New
SFA
150
Source Financial Advisors
New York
$758K +$6.07K +28 +0.8%
4 5
6
7 8