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Vanguard Russell 1000 ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.77B invested in Vanguard Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
4.04%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
26
Increased
73
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$98.3M
2
MWM
Modern Wealth Management
Kansas
$22.5M
3
UBS Group
UBS Group
Switzerland
$148M
4
Stifel Financial
Stifel Financial
Missouri
$74.5M
5
CNC
Citizens & Northern Corp
Pennsylvania
$7.35M

Top Sellers

1
PCMC
Private Capital Management (Colorado)
Colorado
$25.5M
2
EW
Evoke Wealth
California
$514K
3
Goldman Sachs
Goldman Sachs
New York
$48.4M
4
RCIM
Red Cedar Investment Management
Michigan
$168M
5
SWM
SigFig Wealth Management
California
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
201
Aveo Capital Partners
Colorado
$322K – – –
CIAS
202
Capital Investment Advisory Services
North Carolina
$321K – – –
BF
203
Brogan Financial
Tennessee
$314K +$314K +1,276 New
Lido Advisors
204
Lido Advisors
California
$308K – – –
ATC
205
Argent Trust Co
Tennessee
$308K – – –
FB
206
Fulton Bank
Pennsylvania
$306K +$306K +1,244 New
IF
207
Intrua Financial
Texas
$302K -$4.92K -20 -2%
EWA
208
EP Wealth Advisors
California
$292K – – –
Prudential Financial
209
Prudential Financial
New Jersey
$281K +$20.7K +84 +8%
DWA
210
Delap Wealth Advisory
Oregon
$278K – – –
P
211
Pitcairn
Pennsylvania
$272K – – –
1WM
212
1900 Wealth Management
Texas
$272K – – –
CWP
213
Cyndeo Wealth Partners
Florida
$267K – – –
MW
214
Marcum Wealth
Ohio
$258K – – –
CWC
215
Carolinas Wealth Consulting
North Carolina
$258K – – –
TIAA Trust, National Association
216
TIAA Trust, National Association
North Carolina
$252K -$4.68K -19 -2%
GSIS
217
Global Strategic Investment Solutions
Arizona
$251K – – –
CAM
218
Clark Asset Management
New Hampshire
$249K – – –
NCM
219
Narwhal Capital Management
Georgia
$249K – – –
HWMA
220
Heritage Wealth Management (Arizona)
Arizona
$247K – – –
HFO
221
Heritage Family Offices
Arizona
$247K +$247K +1,002 New
MWA
222
Moser Wealth Advisors
Washington
$246K +$246K +1,000 New
MAM
223
McLean Asset Management
Virginia
$245K +$253 +1 +0.1%
VA
224
Valmark Advisers
Ohio
$239K +$239K +970 New
SW
225
SVB Wealth
Massachusetts
$235K +$235K +953 New
7 8
9
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