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Vanguard Russell 1000 ETF

189 hedge funds and large institutions have $1.57B invested in Vanguard Russell 1000 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 44

19.13% more ownership

Funds ownership: 54.91%74.04% (+19%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 178189 (+11)

3% less capital invested

Capital invested by funds: $1.63B → $1.57B (-$56.9M)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
2.98%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
24
Increased
63
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$232M -$25.3M -123,737 -10%
RCIM
2
Red Cedar Investment Management
Michigan
$164M +$14.6M +71,639 +10%
UBS Group
3
UBS Group
Switzerland
$129M -$6.89M -33,724 -5%
APW
4
Austin Private Wealth
Texas
$102M -$3.47M -16,968 -3%
WA
5
Waverly Advisors
Alabama
$60.7M -$85.4K -418 -0.1%
Bank of America
6
Bank of America
North Carolina
$54.7M -$9.56M -46,787 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$51.4M +$3.28M +16,084 +7%
BPA
8
Beacon Pointe Advisors
California
$42M +$37.9M +185,698 +1,086%
Cerity Partners
9
Cerity Partners
New York
$40.8M +$5.13M +25,133 +15%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$38.7M +$3.54M +17,324 +10%
Wells Fargo
11
Wells Fargo
California
$37M -$1.01M -4,930 -3%
RJA
12
Raymond James & Associates
Florida
$35.3M -$604K -2,958 -2%
Goldman Sachs
13
Goldman Sachs
New York
$31.6M -$7.27M -35,584 -19%
Morgan Stanley
14
Morgan Stanley
New York
$30.4M -$11.2M -55,074 -27%
PCMC
15
Private Capital Management (Colorado)
Colorado
$28.7M +$1.38M +6,756 +5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$26.3M -$3.37M -16,500 -12%
AWS
17
Atria Wealth Solutions
New York
$25.9M +$25.5M +125,040 New
Stifel Financial
18
Stifel Financial
Missouri
$23.9M +$6.17M +30,188 +36%
KeyBank National Association
19
KeyBank National Association
Ohio
$18.9M -$41.2M -201,893 -69%
LPL Financial
20
LPL Financial
California
$17.3M -$349K -1,711 -2%
SFG
21
StrategIQ Financial Group
Indiana
$17.3M
CA
22
Cambridge Associates
Massachusetts
$14.8M
RFM
23
Royal Fund Management
Florida
$14.3M +$1.99M +9,762 +16%
BlackRock
24
BlackRock
New York
$14.3M +$9.42M +46,105 +203%
Ameriprise
25
Ameriprise
Minnesota
$14.1M -$997K -4,881 -7%

VONE Hedge Fund Activity: Q1 2022 in Review

189 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q1 2022, worth a combined $1.57B — down 3.5% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VONE positions and 11 closed out — a net gain of 13 holders — while 63 added to existing stakes and 44 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $560M. The largest seller was KeyBank National Association, cutting an estimated $41.2M.

  • 189 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $1.57B of Vanguard Russell 1000 ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 24 funds opened new Vanguard Russell 1000 ETF positions in Q1 2022 and 11 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $560M added.
  • The largest Vanguard Russell 1000 ETF seller in Q1 2022 was KeyBank National Association, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2022.