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Vanguard Russell 1000 ETF

223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $176K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4.81% less ownership

Funds ownership: 62.77%57.97% (-4.8%)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$206M)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
176
Baird Financial Group
Wisconsin
$243K -$3.1K -17 -1%
MG
177
Mather Group
Illinois
$225K
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$224K +$219K +1,203 New
MW
179
Marcum Wealth
Ohio
$217K
AFG
180
Affinia Financial Group
Massachusetts
$214K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$212K +$65.9K +362 +47%
NFG
182
Nadler Financial Group
Illinois
$209K +$204K +1,120 New
ECG
183
EPIQ Capital Group
California
$208K +$204K +1,118 New
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K +$199K +1,093 New
GSIS
185
Global Strategic Investment Solutions
Arizona
$200K +$196K +1,075 New
BSWA
186
Bromfield Sneider Wealth Advisors
Massachusetts
$197K +$728 +4 +0.4%
HBW
187
Hazlett, Burt & Watson
West Virginia
$195K
CWC
188
Carolinas Wealth Consulting
North Carolina
$175K
William Blair & Company
189
William Blair & Company
Illinois
$130K
US Bancorp
190
US Bancorp
Minnesota
$124K
TRCT
191
Tower Research Capital (TRC)
New York
$94K +$92K +505 New
MRCM
192
M&R Capital Management
New Jersey
$89.4K
TFA
193
Transamerica Financial Advisors
Florida
$85K
Citigroup
194
Citigroup
New York
$73.2K -$911 -5 -1%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$70K
IA
196
IFP Advisors
Florida
$54.6K +$182 +1 +0.2%
SSB
197
Sandy Spring Bank
Maryland
$46K
GRP
198
Global Retirement Partners
California
$44.2K -$18.6K -102 -30%
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.8K
AAS
200
Ameritas Advisory Services
Nebraska
$38K +$37.1K +204 New

VONE Hedge Fund Activity: Q1 2023 in Review

223 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2023, worth a combined $2.01B — down 9.3% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VONE positions and 13 closed out — a net gain of 14 holders — while 59 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.4M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 223 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $2.01B of Vanguard Russell 1000 ETF stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 27 funds opened new Vanguard Russell 1000 ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2023 was Ameriprise, an estimated $78.4M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2023.