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Vanguard Russell 1000 ETF

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

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

41% more capital invested

Capital invested by funds: $1.58B → $2.22B (+$643M)

9% more funds holding

Funds holding: 196214 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.5% less ownership

Funds ownership: 63.27%62.77% (-0.5%)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.39M

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.44%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MW
176
Marcum Wealth
Ohio
$203K +$204K +1,166 New
AFG
177
Affinia Financial Group
Massachusetts
$203K +$200K +1,140 New
BSWA
178
Bromfield Sneider Wealth Advisors
Massachusetts
$183K +$1.58K +9 +0.9%
HBW
179
Hazlett, Burt & Watson
West Virginia
$183K +$175 +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 +$18.2K +104 +19%
Belvedere Trading
184
Belvedere Trading
Illinois
$93.2K +$93.7K +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 +$876 +5 +1%
CA
188
CoreCap Advisors
Michigan
$66.4K +$66.7K +381 New
BFEC
189
Benjamin F. Edwards & Company
Missouri
$66K
GRP
190
Global Retirement Partners
California
$59.4K
IA
191
IFP Advisors
Florida
$54K +$701 +4 +0.9%
CG
192
Cutler Group
California
$52K +$52.5K +300 New
USCWA
193
U.S. Capital Wealth Advisors
Texas
$47.9K +$48.2K +275 New
MCC
194
Money Concepts Capital
Florida
$46K +$46.2K +264 New
SSB
195
Sandy Spring Bank
Maryland
$43K
PTC
196
Private Trust Company
Ohio
$42K +$41.9K +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 +$175 +1 +0.6%
IWP
200
IAG Wealth Partners
Wisconsin
$27.5K

VONE Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2022, worth a combined $2.22B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VONE positions and 21 closed out — a net gain of 23 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $264M. The largest seller was Shilanski & Associates, exiting entirely with an estimated $26.3M sold.

  • 214 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $2.22B of Vanguard Russell 1000 ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 44 funds opened new Vanguard Russell 1000 ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $264M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2022 was Shilanski & Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2022.