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Vanguard Russell 1000 ETF
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Overview Fund Activity

272 hedge funds and large institutions have $2.74B invested in Vanguard Russell 1000 ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.94%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
29
Increased
91
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$30.5M
2
EW
2
Evoke Wealth
California
$27.2M
3
WA
3
Waverly Advisors
Alabama
$83.6M
4
HP
4
Hilltop Partners
Indiana
$65.9M
5
KV
5
Kickstand Ventures
New York
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
Bank of America
2
Bank of America
North Carolina
$72.4M
3
DLIC
3
Daido Life Insurance Company
Japan
$88.7M
4
Cerity Partners
4
Cerity Partners
New York
$58.9M
5
UBS Group
5
UBS Group
Switzerland
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Source Financial Advisors
New York
$835K +$2.15K +9 +0.3%
CA
152
Crane Advisory
California
$824K – – –
WCP
153
Wick Capital Partners
Pennsylvania
$805K -$47.7K -200 -6%
DWP
154
Daymark Wealth Partners
Ohio
$800K +$800K +3,358 New
CWM
155
Compass Wealth Management
Connecticut
$745K – – –
GA
156
Geller Advisors
New York
$734K -$52.9K -222 -7%
AIP
157
Ameritas Investment Partners
Nebraska
$721K -$28.6K -120 -4%
RIS
158
Retirement Income Solutions
Michigan
$684K -$13.3K -56 -2%
PCM
159
Parsons Capital Management
Rhode Island
$665K +$137K +575 +26%
TPWA
160
Twin Peaks Wealth Advisors
California
$659K – – –
MAS
161
Madden Advisory Services
Florida
$642K +$477 +2 +0.1%
SAG
162
SageView Advisory Group
California
$616K +$208K +3,546 +51%
JIC
163
Johnson Investment Counsel
Ohio
$614K +$715 +3 +0.1%
BTI
164
Blue Trust Inc
Georgia
$598K – – –
RFS
165
Retirement Financial Solutions
Tennessee
$579K +$1.91K +8 +0.3%
SPIA
166
Steward Partners Investment Advisory
New York
$577K +$2.86K +12 +0.5%
C
167
Certuity
Florida
$568K +$4.05K +17 +0.7%
BSWA
168
Bromfield Sneider Wealth Advisors
Massachusetts
$561K +$307K +1,287 +121%
Corient Private Wealth
169
Corient Private Wealth
Florida
$556K – – –
HSA
170
HBK Sorce Advisory
Pennsylvania
$547K – – –
GS
171
GTS Securities
New York
$533K +$533K +2,237 New
PAG
172
Private Advisor Group
New Jersey
$510K -$18.1K -76 -3%
WIA
173
World Investment Advisors
California
$509K -$60.3K -253 -11%
PAS
174
Park Avenue Securities
New York
$499K +$18.6K +78 +4%
KPWS
175
Kestra Private Wealth Services
Texas
$499K +$42.2K +177 +9%
5 6
7
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