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Vanguard Russell 1000 ETF
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Overview Fund Activity

222 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
26
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$93.3M
2
EWA
EP Wealth Advisors
California
$57.8M
3
SWM
SigFig Wealth Management
California
$28.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.6M
5
Stifel Financial
Stifel Financial
Missouri
$32.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$33.9M
2
Bank of America
Bank of America
North Carolina
$49.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.75M
4
BlackRock
BlackRock
New York
$0
5
RCIM
Red Cedar Investment Management
Michigan
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
176
Mather Group
Illinois
$225K – – –
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$224K +$224K +1,203 New
MW
178
Marcum Wealth
Ohio
$217K – – –
AFG
179
Affinia Financial Group
Massachusetts
$214K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$212K +$67.5K +362 +47%
NFG
181
Nadler Financial Group
Illinois
$209K +$209K +1,120 New
ECG
182
EPIQ Capital Group
California
$208K +$208K +1,118 New
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K +$205K +1,093 New
GSIS
184
Global Strategic Investment Solutions
Arizona
$200K +$200K +1,075 New
BSWA
185
Bromfield Sneider Wealth Advisors
Massachusetts
$197K +$745 +4 +0.4%
HBW
186
Hazlett, Burt & Watson
West Virginia
$195K – – –
CWC
187
Carolinas Wealth Consulting
North Carolina
$175K – – –
William Blair & Company
188
William Blair & Company
Illinois
$130K – – –
US Bancorp
189
US Bancorp
Minnesota
$124K – – –
TRCT
190
Tower Research Capital (TRC)
New York
$94K +$94K +505 New
MRCM
191
M&R Capital Management
New Jersey
$89.4K – – –
TFA
192
Transamerica Financial Advisors
Florida
$85K – – –
Citigroup
193
Citigroup
New York
$73.2K -$932 -5 -1%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$70K – – –
IA
195
IFP Advisors
Florida
$54.6K +$126 +1 +0.2%
SSB
196
Sandy Spring Bank
Maryland
$46K – – –
GRP
197
Global Retirement Partners
California
$44.2K -$18.9K -102 -30%
BCMLT
198
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.8K – – –
AAS
199
Ameritas Advisory Services
Nebraska
$38K +$38K +204 New
AF
200
Advisornet Financial
Minnesota
$30.7K +$30.7K +165 New
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