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Vanguard Russell 1000 ETF
VONE

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

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

24% more capital invested

Capital invested by funds: $2.07B → $2.56B (+$497M)

22% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 77

12% more funds holding

Funds holding: 235 → 264 (+29)

3.13% more ownership

Funds ownership: 57.11% → 60.23% (+3.1%)

73% less call options, than puts

Call options by funds: $502K | Put options by funds: $1.89M

Holders
264
Holders Change
+29
Holders Change %
+12.34%
% of All Funds
3.85%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$110M
2
Bank of America
Bank of America
North Carolina
+$51.4M
3
HP
Hilltop Partners
Indiana
+$13.5M
4
Goldman Sachs
Goldman Sachs
New York
+$10.7M
5
UBS Group
UBS Group
Switzerland
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$17.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
3
APW
Austin Private Wealth
Texas
-$7.68M
4
SWM
SigFig Wealth Management
California
-$6.81M
5
CA
Clearstead Advisors
Ohio
-$6.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
126
Flow Traders U.S.
New York
$1.36M +$1.27M +6,270 New
LWMNY
127
Landmark Wealth Management (New York)
New York
$1.34M -$45.6K -225 -4%
LNC
128
Lincoln National Corp
Pennsylvania
$1.25M +$1.16M +5,741 New
TPCW
129
TD Private Client Wealth
New York
$1.24M -$8.51K -42 -0.7%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.23M +$755K +3,726 +192%
EFG
131
Ethos Financial Group
Pennsylvania
$1.21M +$597K +2,945 +111%
ITIM
132
Indiana Trust & Investment Management
Indiana
$1.16M – – –
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$1.14M -$3.14M -15,485 -75%
AI
134
Atria Investments
North Carolina
$1.12M -$15K -74 -1%
SFA
135
Sequoia Financial Advisors
Ohio
$1.12M +$614K +3,029 +142%
MA
136
Mutual Advisors
Nebraska
$1.07M -$122K -601 -11%
SFC
137
Strategic Financial Concepts
Texas
$1.07M +$20.7K +102 +2%
WANY
138
Wealthspire Advisors (New York)
New York
$1.06M +$158K +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 -$22.9K -113 -2%
AIS
142
American Investment Services
Massachusetts
$921K +$107K +528 +14%
NA
143
NewEdge Advisors
Louisiana
$911K +$129K +637 +18%
CFGSD
144
Compass Financial Group (South Dakota)
South Dakota
$883K – – –
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$821K – – –
CGL
146
Clarius Group LLC
Washington
$812K – – –
KV
147
Kickstand Ventures
New York
$805K +$752K +3,710 New
WCP
148
Wick Capital Partners
Pennsylvania
$776K – – –
GRA
149
Golden Road Advisors
Florida
$764K +$713K +3,520 New
SFA
150
Source Financial Advisors
New York
$758K +$5.67K +28 +0.8%
4 5
6
7 8

VONE Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2023, worth a combined $2.56B — up 24% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VONE positions and 8 closed out — a net gain of 34 holders — while 94 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Evoke Wealth, cutting an estimated $17.9M.

  • 264 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2023, up from 235 in Q3 2023.
  • Funds reported $2.56B of Vanguard Russell 1000 ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 42 funds opened new Vanguard Russell 1000 ETF positions in Q4 2023 and 8 closed out, a net change of +34 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $110M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2023 was Evoke Wealth, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.