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 %
RTL
201
Red Tortoise LLC
Georgia
$193K +$97.9K +503 +103%
FMP
202
Financial Management Professionals
Texas
$190K +$190K +974 New
CWC
203
Carolinas Wealth Consulting
North Carolina
$178K – – –
HBW
204
Hazlett, Burt & Watson
West Virginia
$178K – – –
Belvedere Trading
205
Belvedere Trading
Illinois
$176K +$176K +905 New
AA
206
Ancora Advisors
Ohio
$166K – – –
US Bancorp
207
US Bancorp
Minnesota
$138K +$34.3K +176 +33%
William Blair & Company
208
William Blair & Company
Illinois
$136K – – –
OP
209
ORG Partners
Indiana
$119K -$1.33M -6,845 -92%
AssetMark Inc
210
AssetMark Inc
California
$112K -$2.72M -13,990 -96%
IA
211
IFP Advisors
Florida
$99.6K +$15K +77 +18%
MRCM
212
M&R Capital Management
New Jersey
$93.4K – – –
Citigroup
213
Citigroup
New York
$80.4K +$4.87K +25 +6%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$73K – – –
CP
215
Castleview Partners
Texas
$49.1K +$49.1K +252 New
GRP
216
Global Retirement Partners
California
$46.9K +$386 +2 +0.8%
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.1K – – –
HNB
218
Huntington National Bank
Ohio
$39.9K -$202 – –
AC
219
AlphaCore Capital
California
$31.1K – – –
IWP
220
IAG Wealth Partners
Wisconsin
$30.8K – – –
FWA
221
FSC Wealth Advisors
New York
$23.7K +$194 +1 +0.8%
Amundi
222
Amundi
France
$19.8K – – –
ACA
223
Aptus Capital Advisors
Alabama
$19.7K – – –
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$19.5K – – –
CSB
225
City State Bank
Iowa
$19K – – –
7 8
9
10 11