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Vanguard Russell 1000 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $2.56B invested in Vanguard Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+29
Holders Change %
+12.34%
% of All Funds
3.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
42
Increased
94
Reduced
77
Closed
8
Calls
$502K
Puts
$1.89M
Net Calls
-$1.39M
Net Calls Change
-$9.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$118M
2
Bank of America
Bank of America
North Carolina
+$55M
3
HP
Hilltop Partners
Indiana
+$14.4M
4
Goldman Sachs
Goldman Sachs
New York
+$11.5M
5
UBS Group
UBS Group
Switzerland
+$11.2M

Top Sellers

1
EW
Evoke Wealth
California
-$19.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.2M
3
APW
Austin Private Wealth
Texas
-$8.22M
4
SWM
SigFig Wealth Management
California
-$7.29M
5
CA
Clearstead Advisors
Ohio
-$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
176
Park Avenue Securities
New York
$437K +$437K +2,015 New
WP
177
WealthShield Partners
North Carolina
$432K -$3.91K -18 -0.9%
TPWM
178
Twelve Points Wealth Management
Massachusetts
$431K +$1.09K +5 +0.3%
TF
179
TLWM Financial
Texas
$417K – – –
KPWS
180
Kestra Private Wealth Services
Texas
$416K -$130K -597 -24%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$414K +$414K +1,910 New
FGAM
182
Financial Gravity Asset Management
Texas
$396K +$14.7K +80 +4%
GWS
183
Glassman Wealth Services
Virginia
$393K +$393K +1,813 New
ACA
184
American Capital Advisory
Idaho
$390K +$390K +1,798 New
RCS
185
Retirement Capital Strategies
California
$379K +$23.4K +108 +7%
PFS
186
Prospera Financial Services
Texas
$377K -$83.3K -384 -18%
PWMG
187
Provence Wealth Management Group
California
$365K – – –
JWA
188
JFS Wealth Advisors
Pennsylvania
$353K -$119K -550 -25%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$350K -$201K -917 -36%
Citigroup
190
Citigroup
New York
$350K +$260K +1,200 +291%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$347K – – –
MCCA
192
Mill Creek Capital Advisors
Pennsylvania
$333K – – –
ACP
193
Aveo Capital Partners
Colorado
$328K +$8.24K +38 +3%
HR
194
Hardy Reed
Mississippi
$324K -$2.17K -10 -0.7%
GIM
195
Goelzer Investment Management
Indiana
$323K – – –
OA
196
Oxbow Advisors
Texas
$323K – – –
ATC
197
Argent Trust Co
Tennessee
$303K – – –
AFA
198
AA Financial Advisors
Ohio
$301K +$301K +1,386 New
PCH
199
PGIM Custom Harvest
New Jersey
$300K -$37.1K -171 -11%
TIAA Trust, National Association
200
TIAA Trust, National Association
North Carolina
$297K – – –
6 7
8
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