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Vanguard Russell 1000 ETF

192 hedge funds and large institutions have $1.49B invested in Vanguard Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

2% more funds holding

Funds holding: 189192 (+3)

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

6% less capital invested

Capital invested by funds: $1.57B → $1.49B (-$87.8M)

16.43% less ownership

Funds ownership: 74.04%57.61% (-16%)

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
3.23%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
20
Increased
56
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$133K
William Blair & Company
152
William Blair & Company
Illinois
$120K
VVP
153
Venture Visionary Partners
Ohio
$119K +$130K +695 New
SWM
154
Selective Wealth Management
Virginia
$100K
US Bancorp
155
US Bancorp
Minnesota
$97K
RIM
156
Rockbridge Investment Management
New York
$89.4K -$6.5M -34,747 -99%
MRCM
157
M&R Capital Management
New Jersey
$82K
Citigroup
158
Citigroup
New York
$71K
CA
159
CoreCap Advisors
Michigan
$71K +$77.7K +415 New
AC
160
AlphaCore Capital
California
$70K
BFEC
161
Benjamin F. Edwards & Company
Missouri
$65K
GRP
162
Global Retirement Partners
California
$58K
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K
SSB
164
Sandy Spring Bank
Maryland
$42K
JP Morgan Chase
165
JP Morgan Chase
New York
$41K
LFA
166
Level Financial Advisors
New York
$40K -$66.2K -354 -60%
CMBA
167
C.M. Bidwell & Associates
Hawaii
$31K -$33.7K -180 -50%
NFSG
168
Newbridge Financial Services Group
Florida
$27K -$14.2K -76 -32%
IWP
169
IAG Wealth Partners
Wisconsin
$27K
FWA
170
FSC Wealth Advisors
New York
$20K
EW
171
Evoke Wealth
California
$19K -$187 -1 -0.9%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$19K
MA
173
MUFG Americas
New York
$18K
Amundi
174
Amundi
France
$17K
COCM
175
Charter Oak Capital Management
New Hampshire
$17K

VONE Hedge Fund Activity: Q2 2022 in Review

192 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2022, worth a combined $1.49B — down 5.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 14 closed out — a net gain of 6 holders — while 56 added to existing stakes and 53 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $102M. The largest seller was Aaron Wealth Advisors, cutting an estimated $510M.

  • 192 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2022, up from 189 in Q1 2022.
  • Funds reported $1.49B of Vanguard Russell 1000 ETF stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q2 2022 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2022 was UBS AM, an estimated $102M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2022.