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Vanguard Russell 1000 ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.45%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$263M
2
Bank of America
Bank of America
North Carolina
$153M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$43.9M
4
EW
Evoke Wealth
California
$35.2M
5
Morgan Stanley
Morgan Stanley
New York
$60.8M

Top Sellers

1
SA
Shilanski & Associates
Alaska
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$206M
3
ACP
Aveo Capital Partners
Colorado
$857K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.36M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
176
Marcum Wealth
Ohio
$203K +$203K +1,166 New
AFG
177
Affinia Financial Group
Massachusetts
$203K +$203K +1,140 New
BSWA
178
Bromfield Sneider Wealth Advisors
Massachusetts
$183K +$1.57K +9 +0.9%
HBW
179
Hazlett, Burt & Watson
West Virginia
$183K +$174 +1 +0.1%
CWC
180
Carolinas Wealth Consulting
North Carolina
$164K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$135K – – –
William Blair & Company
182
William Blair & Company
Illinois
$122K – – –
US Bancorp
183
US Bancorp
Minnesota
$116K +$18.1K +104 +19%
Belvedere Trading
184
Belvedere Trading
Illinois
$93.2K +$93.2K +535 New
MRCM
185
M&R Capital Management
New Jersey
$83.6K – – –
TFA
186
Transamerica Financial Advisors
Florida
$79K +$79K +451 New
Citigroup
187
Citigroup
New York
$69.4K +$871 +5 +1%
CA
188
CoreCap Advisors
Michigan
$66.4K +$66.4K +381 New
BFEC
189
Benjamin F. Edwards & Company
Missouri
$66K – – –
GRP
190
Global Retirement Partners
California
$59.4K – – –
IA
191
IFP Advisors
Florida
$54K +$500 +4 +0.9%
CG
192
Cutler Group
California
$52K +$52K +300 New
USCWA
193
U.S. Capital Wealth Advisors
Texas
$47.9K +$47.9K +275 New
MCC
194
Money Concepts Capital
Florida
$46K +$46K +264 New
SSB
195
Sandy Spring Bank
Maryland
$43K – – –
PTC
196
Private Trust Company
Ohio
$42K +$42K +239 New
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.2K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
RIA
199
Realta Investment Advisors
Delaware
$28.8K +$174 +1 +0.6%
IWP
200
IAG Wealth Partners
Wisconsin
$27.5K – – –
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