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Vanguard Russell 1000 ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
26
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$93.3M
2
EWA
EP Wealth Advisors
California
$57.8M
3
SWM
SigFig Wealth Management
California
$28.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.6M
5
Stifel Financial
Stifel Financial
Missouri
$32.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$33.9M
2
Bank of America
Bank of America
North Carolina
$49.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.75M
4
BlackRock
BlackRock
New York
$0
5
RCIM
Red Cedar Investment Management
Michigan
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$434K – – –
HSA
152
HBK Sorce Advisory
Pennsylvania
$432K -$898K -4,821 -68%
DWA
153
Delap Wealth Advisory
Oregon
$424K – – –
TPWM
154
Twelve Points Wealth Management
Massachusetts
$407K +$1.12K +6 +0.3%
PFS
155
Prospera Financial Services
Texas
$391K -$20.7K -111 -5%
GIM
156
Goelzer Investment Management
Indiana
$390K +$133K +715 +52%
TF
157
TLWM Financial
Texas
$358K -$721K -3,870 -67%
CFAM
158
Coury Firm Asset Management
Pennsylvania
$357K – – –
WP
159
WealthShield Partners
North Carolina
$356K +$356K +1,912 New
PAG
160
Private Advisor Group
New Jersey
$346K +$346K +1,854 New
SFA
161
Sequoia Financial Advisors
Ohio
$341K -$815K -4,372 -70%
PWMG
162
Provence Wealth Management Group
California
$316K -$307K -1,650 -49%
OA
163
Oxbow Advisors
Texas
$299K -$6.71K -36 -2%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$298K – – –
MCCA
165
Mill Creek Capital Advisors
Pennsylvania
$286K – – –
HR
166
Hardy Reed
Mississippi
$280K – – –
MMA
167
Miracle Mile Advisors
California
$277K +$38.2K +205 +16%
TP
168
Tranquility Partners
Tennessee
$261K +$2.05K +11 +0.8%
ATC
169
Argent Trust Co
Tennessee
$261K -$32.6K -175 -11%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$259K +$9.89K +54 +4%
SPIA
171
Steward Partners Investment Advisory
New York
$255K -$60.4K -324 -19%
AA
172
Ancora Advisors
Ohio
$253K – – –
DAS
173
Dynamic Advisor Solutions
Arizona
$250K +$3.54K +19 +1%
IF
174
Intrua Financial
Texas
$246K -$13.4K -72 -5%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$243K -$3.17K -17 -1%
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7
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