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Vanguard Russell 1000 ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
20
Increased
79
Reduced
76
Closed
19
Calls
$12.5M
Puts
$4.24M
Net Calls
+$8.21M
Net Calls Change
+$7.88M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$13M
2
FCC
Flower City Capital
New York
$29.4M
3
RCIM
Red Cedar Investment Management
Michigan
$146M
4
SAM
Sawgrass Asset Management
Florida
$7.22M
5
CA
Clearstead Advisors
Ohio
$12.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
$231K
2
Cerity Partners
Cerity Partners
New York
$59.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$12.9M
4
UBS Group
UBS Group
Switzerland
$112M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
151
Kestra Private Wealth Services
Texas
$489K -$14.8K -76 -3%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$488K -$179K -923 -27%
AF
153
Advisornet Financial
Minnesota
$475K +$443K +2,275 +1,379%
RFS
154
Retirement Financial Solutions
Tennessee
$469K +$469K +2,410 New
HSA
155
HBK Sorce Advisory
Pennsylvania
$447K – – –
CA
156
Continuum Advisory
Idaho
$436K +$35.2K +181 +9%
JWA
157
JFS Wealth Advisors
Pennsylvania
$424K – – –
SPIA
158
Steward Partners Investment Advisory
New York
$417K -$2.14K -11 -0.5%
SFA
159
Sequoia Financial Advisors
Ohio
$415K +$58.4K +300 +16%
PFS
160
Prospera Financial Services
Texas
$413K +$4.48K +23 +1%
Betterment LLC
161
Betterment LLC
New York
$413K +$49.4K +254 +14%
Corient Private Wealth
162
Corient Private Wealth
Florida
$409K +$409K +2,102 New
KWM
163
Kingsview Wealth Management
Oregon
$407K +$407K +2,090 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$392K -$197K -973 -33%
WP
165
WealthShield Partners
North Carolina
$391K +$195 +1 +0%
TPWM
166
Twelve Points Wealth Management
Massachusetts
$386K +$1.17K +6 +0.3%
FGAM
167
Financial Gravity Asset Management
Texas
$379K +$359K +1,962 +1,800%
TF
168
TLWM Financial
Texas
$374K – – –
CFAM
169
Coury Firm Asset Management
Pennsylvania
$373K – – –
PAG
170
Private Advisor Group
New Jersey
$364K +$3.11K +16 +0.9%
SPC
171
Sigma Planning Corp
Michigan
$345K +$345K +1,774 New
JIC
172
Johnson Investment Counsel
Ohio
$341K +$341K +1,750 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$330K +$326K +1,677 +10,481%
PWMG
174
Provence Wealth Management Group
California
$328K – – –
TP
175
Tranquility Partners
Tennessee
$321K +$52.4K +269 +20%
5 6
7
8 9