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Vanguard Russell 1000 ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.45%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$263M
2
Bank of America
Bank of America
North Carolina
$153M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$43.9M
4
EW
Evoke Wealth
California
$35.2M
5
Morgan Stanley
Morgan Stanley
New York
$60.8M

Top Sellers

1
SA
Shilanski & Associates
Alaska
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
3
ACP
Aveo Capital Partners
Colorado
$857K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.36M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
151
Heritage Wealth Management (Arizona)
Arizona
$349K +$175K +1,002 +100%
BC
152
Barnett & Company
Tennessee
$339K +$339K +1,943 New
LWMNY
153
Landmark Wealth Management (New York)
New York
$337K +$19.7K +113 +6%
CFAM
154
Coury Firm Asset Management
Pennsylvania
$334K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$295K -$59.2K -340 -17%
OA
156
Oxbow Advisors
Texas
$286K – – –
Corient Private Wealth
157
Corient Private Wealth
Florida
$286K +$286K +1,640 New
HFA
158
Highland Financial Advisors
New Jersey
$280K -$349K -2,008 -56%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$279K -$54.4K -312 -16%
ATC
160
Argent Trust Co
Tennessee
$274K – – –
MCCA
161
Mill Creek Capital Advisors
Pennsylvania
$267K +$267K +1,533 New
HR
162
Hardy Reed
Mississippi
$262K +$262K +1,505 New
IF
163
Intrua Financial
Texas
$246K – – –
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$246K +$10.5K +60 +4%
TP
165
Tranquility Partners
Tennessee
$243K +$243K +1,392 New
GIM
166
Goelzer Investment Management
Indiana
$240K +$240K +1,380 New
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$237K +$237K +1,360 New
AA
168
Ancora Advisors
Ohio
$236K -$3.48K -20 -1%
DAS
169
Dynamic Advisor Solutions
Arizona
$231K -$29.8K -171 -11%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$230K – – –
FI
171
Financial Insights
Washington
$227K +$227K +1,301 New
EWA
172
EP Wealth Advisors
California
$225K +$225K +1,290 New
MMA
173
Miracle Mile Advisors
California
$223K +$872 +5 +0.4%
GVAG
174
Great Valley Advisor Group
Delaware
$215K +$215K +1,232 New
MG
175
Mather Group
Illinois
$211K -$13.4K -77 -6%
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