VONE icon

Vanguard Russell 1000 ETF
VONE

Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in Vanguard Russell 1000 ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-4
Holders Change %
-1.67%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
20
Increased
79
Reduced
76
Closed
19
Calls
$12.5M
Puts
$4.24M
Net Calls
+$8.21M
Net Calls Change
+$7.88M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$13M
2
FCC
Flower City Capital
New York
$29.4M
3
RCIM
Red Cedar Investment Management
Michigan
$146M
4
SAM
Sawgrass Asset Management
Florida
$7.22M
5
CA
Clearstead Advisors
Ohio
$12.9M

Top Sellers

1
EWA
EP Wealth Advisors
California
$231K
2
Cerity Partners
Cerity Partners
New York
$59.6M
3
CIAS
CBIZ Investment Advisory Services
Ohio
$12.9M
4
UBS Group
UBS Group
Switzerland
$112M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
176
Retirement Capital Strategies
California
$319K +$319K +1,641 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$311K – – –
DWA
178
Delap Wealth Advisory
Oregon
$310K – – –
AIM
179
Anchor Investment Management
South Carolina
$304K +$304K +1,560 New
PCH
180
PGIM Custom Harvest
New Jersey
$303K -$11.3K -58 -4%
MCCA
181
Mill Creek Capital Advisors
Pennsylvania
$298K – – –
HR
182
Hardy Reed
Mississippi
$293K – – –
Baird Financial Group
183
Baird Financial Group
Wisconsin
$292K +$38.7K +199 +15%
GIM
184
Goelzer Investment Management
Indiana
$290K -$34.5K -177 -11%
OA
185
Oxbow Advisors
Texas
$290K – – –
ACP
186
Aveo Capital Partners
Colorado
$287K – – –
ATC
187
Argent Trust Co
Tennessee
$272K – – –
TIAA Trust, National Association
188
TIAA Trust, National Association
North Carolina
$267K +$267K +1,371 New
IF
189
Intrua Financial
Texas
$256K – – –
FPAS
190
Focus Partners Advisor Solutions
Missouri
$244K +$974 +5 +0.4%
CIAS
191
Capital Investment Advisory Services
North Carolina
$236K +$236K +1,213 New
MG
192
Mather Group
Illinois
$236K – – –
DAS
193
Dynamic Advisor Solutions
Arizona
$232K +$584 +3 +0.3%
EWA
194
EP Wealth Advisors
California
$231K -$9.72M -49,946 -98%
MW
195
Marcum Wealth
Ohio
$227K – – –
ECG
196
EPIQ Capital Group
California
$219K +$779 +4 +0.4%
P
197
Pitcairn
Pennsylvania
$215K -$4.67K -24 -2%
CWP
198
Cyndeo Wealth Partners
Florida
$212K – – –
1WM
199
1900 Wealth Management
Texas
$209K +$209K +1,074 New
BSWA
200
Bromfield Sneider Wealth Advisors
Massachusetts
$207K +$779 +4 +0.4%
6 7
8
9 10