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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
176
Hardy Reed
Mississippi
$303K
MMA
177
Miracle Mile Advisors
California
$301K +$953 +5 +0.3%
OA
178
Oxbow Advisors
Texas
$300K -$22.3K -117 -7%
ACP
179
Aveo Capital Partners
Colorado
$297K -$315K -1,650 -53%
ATC
180
Argent Trust Co
Tennessee
$282K
TP
181
Tranquility Partners
Tennessee
$278K -$4.77K -25 -2%
IF
182
Intrua Financial
Texas
$265K
Baird Financial Group
183
Baird Financial Group
Wisconsin
$263K
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K +$23.6K +124 +11%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$251K +$238K +1,246 New
MG
186
Mather Group
Illinois
$244K
EWA
187
EP Wealth Advisors
California
$239K -$72.5M -380,298 -88%
DAS
188
Dynamic Advisor Solutions
Arizona
$239K -$29.7K -156 -12%
MW
189
Marcum Wealth
Ohio
$235K
AFG
190
Affinia Financial Group
Massachusetts
$234K
P
191
Pitcairn
Pennsylvania
$228K +$216K +1,131 New
ECG
192
EPIQ Capital Group
California
$226K +$763 +4 +0.4%
CWP
193
Cyndeo Wealth Partners
Florida
$219K -$300K -1,575 -59%
GSIS
194
Global Strategic Investment Solutions
Arizona
$217K
BSWA
195
Bromfield Sneider Wealth Advisors
Massachusetts
$213K +$572 +3 +0.3%
FI
196
Financial Insights
Washington
$210K +$199K +1,042 New
BAM
197
Beaumont Asset Management
Texas
$207K +$196K +1,027 New
CAM
198
Clark Asset Management
New Hampshire
$204K +$193K +1,011 New
NCM
199
Narwhal Capital Management
Georgia
$204K +$193K +1,011 New
CWC
200
Carolinas Wealth Consulting
North Carolina
$189K

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.