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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$526K +$498K +2,612 New
CWM
152
Cornerstone Wealth Management
Missouri
$526K +$497K +2,608 New
KPWS
153
Kestra Private Wealth Services
Texas
$522K -$4.96K -26 -1%
EFG
154
Ethos Financial Group
Pennsylvania
$493K
BTI
155
Blue Trust Inc
Georgia
$467K
HSA
156
HBK Sorce Advisory
Pennsylvania
$462K -$4.38K -23 -1%
JWA
157
JFS Wealth Advisors
Pennsylvania
$439K -$28.6K -150 -6%
SPIA
158
Steward Partners Investment Advisory
New York
$434K +$149K +784 +57%
PFS
159
Prospera Financial Services
Texas
$424K +$572 +3 +0.1%
CA
160
Continuum Advisory
Idaho
$415K +$392K +2,058 New
WP
161
WealthShield Partners
North Carolina
$405K +$18.3K +96 +5%
TPWM
162
Twelve Points Wealth Management
Massachusetts
$398K -$40.2K -211 -10%
TF
163
TLWM Financial
Texas
$387K
CFAM
164
Coury Firm Asset Management
Pennsylvania
$387K
Betterment LLC
165
Betterment LLC
New York
$377K +$356K +1,869 New
PAG
166
Private Advisor Group
New Jersey
$374K +$191 +1 +0.1%
SFA
167
Sequoia Financial Advisors
Ohio
$369K
PWMG
168
Provence Wealth Management Group
California
$339K -$2.1K -11 -0.6%
GIM
169
Goelzer Investment Management
Indiana
$336K -$81.4K -427 -20%
PCH
170
PGIM Custom Harvest
New Jersey
$325K +$308K +1,613 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$322K
CG
172
Cutler Group
California
$322K -$686K -3,600 -69%
DWA
173
Delap Wealth Advisory
Oregon
$321K -$130K -684 -30%
MCCA
174
Mill Creek Capital Advisors
Pennsylvania
$309K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$305K +$21.7K +114 +8%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.