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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
AF
201
Advisornet Financial
Minnesota
$30.7K +$30K +165 New
NA
202
NewEdge Advisors
Louisiana
$29.8K +$29.1K +160 New
IWP
203
IAG Wealth Partners
Wisconsin
$29.4K
FWA
204
FSC Wealth Advisors
New York
$22.5K
CSB
205
City State Bank
Iowa
$19K
ACA
206
Aptus Capital Advisors
Alabama
$18.9K +$18.4K +101 New
Amundi
207
Amundi
France
$18.7K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$18.6K
TH
209
TCTC Holdings
Texas
$17.3K
NFSG
210
Newbridge Financial Services Group
Florida
$15K
WFA
211
WestHill Financial Advisors
California
$14.9K
LOIP
212
Live Oak Investment Partners
Texas
$10.2K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$10K -$19.9K -109 -66%
PAIM
214
Punch & Associates Investment Management
Minnesota
$9.4K
HI
215
Harbour Investments
Wisconsin
$8.71K
KTC
216
Kistler-Tiffany Companies
Pennsylvania
$7.64K
HS
217
Horan Securities
United States
$4.39K +$182 +1 +4%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$4.09K +$204K +1,121 +5%
Russell Investments Group
219
Russell Investments Group
United Kingdom
$3.92K +$3.82K +21 New
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.37K +13 New
AssetMark Inc
221
AssetMark Inc
California
$838 -$3.24M -17,806 -100%
SWA
222
Sutton Wealth Advisors
Florida
$388
HNB
223
Huntington National Bank
Ohio
$186
LFA
224
Level Financial Advisors
New York
$186
FGAM
225
Financial Gravity Asset Management
Texas
$20 +$19.9K +109 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.