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Vanguard Russell 1000 ETF

223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $176K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4.81% less ownership

Funds ownership: 62.77%57.97% (-4.8%)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$206M)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$437K
JWA
152
JFS Wealth Advisors
Pennsylvania
$434K
HSA
153
HBK Sorce Advisory
Pennsylvania
$432K -$878K -4,821 -68%
DWA
154
Delap Wealth Advisory
Oregon
$424K
TPWM
155
Twelve Points Wealth Management
Massachusetts
$407K +$1.09K +6 +0.3%
PFS
156
Prospera Financial Services
Texas
$391K -$20.2K -111 -5%
GIM
157
Goelzer Investment Management
Indiana
$390K +$130K +715 +52%
TF
158
TLWM Financial
Texas
$358K -$705K -3,870 -67%
CFAM
159
Coury Firm Asset Management
Pennsylvania
$357K
WP
160
WealthShield Partners
North Carolina
$356K +$348K +1,912 New
PAG
161
Private Advisor Group
New Jersey
$346K +$338K +1,854 New
SFA
162
Sequoia Financial Advisors
Ohio
$341K -$796K -4,372 -70%
PWMG
163
Provence Wealth Management Group
California
$316K -$300K -1,650 -49%
OA
164
Oxbow Advisors
Texas
$299K -$6.56K -36 -2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$298K
MCCA
166
Mill Creek Capital Advisors
Pennsylvania
$286K
HR
167
Hardy Reed
Mississippi
$280K
MMA
168
Miracle Mile Advisors
California
$277K +$37.3K +205 +16%
TP
169
Tranquility Partners
Tennessee
$261K +$2K +11 +0.8%
ATC
170
Argent Trust Co
Tennessee
$261K -$31.9K -175 -11%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$259K +$9.83K +54 +4%
SPIA
172
Steward Partners Investment Advisory
New York
$255K -$59K -324 -19%
AA
173
Ancora Advisors
Ohio
$253K
DAS
174
Dynamic Advisor Solutions
Arizona
$250K +$3.46K +19 +1%
IF
175
Intrua Financial
Texas
$246K -$13.1K -72 -5%

VONE Hedge Fund Activity: Q1 2023 in Review

223 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2023, worth a combined $2.01B — down 9.3% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VONE positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.4M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 223 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $2.01B of Vanguard Russell 1000 ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 27 funds opened new Vanguard Russell 1000 ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2023 was Ameriprise, an estimated $78.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2023.