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Vanguard Russell 1000 ETF

192 hedge funds and large institutions have $1.49B invested in Vanguard Russell 1000 ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

2% more funds holding

Funds holding: 189192 (+3)

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

6% less capital invested

Capital invested by funds: $1.57B → $1.49B (-$87.8M)

16.43% less ownership

Funds ownership: 74.04%57.61% (-16%)

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
3.23%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
20
Increased
56
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLIC
1
Daido Life Insurance Company
Japan
$171M -$23.6M -126,346 -11%
RCIM
2
Red Cedar Investment Management
Michigan
$131M -$5.28M -28,223 -4%
UBS Group
3
UBS Group
Switzerland
$114M +$6.91M +36,934 +6%
UBS AM
4
UBS AM
Illinois
$93.3M +$102M +543,239 New
Bank of America
5
Bank of America
North Carolina
$80.9M +$38.6M +206,501 +78%
APW
6
Austin Private Wealth
Texas
$73.2M -$12.4M -66,495 -13%
Cerity Partners
7
Cerity Partners
New York
$52.9M +$20.8M +110,966 +56%
WA
8
Waverly Advisors
Alabama
$50.2M -$106K -566 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41M -$1.75M -9,338 -4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$31.5M -$605K -3,232 -2%
Morgan Stanley
11
Morgan Stanley
New York
$30.4M +$5.68M +30,358 +21%
Goldman Sachs
12
Goldman Sachs
New York
$29.4M +$3.49M +18,673 +12%
Wells Fargo
13
Wells Fargo
California
$28.9M -$1.91M -10,201 -6%
PCMC
14
Private Capital Management (Colorado)
Colorado
$28.7M
BPA
15
Beacon Pointe Advisors
California
$27.4M -$8.14M -43,522 -21%
RJA
16
Raymond James & Associates
Florida
$26.4M -$3.13M -16,726 -10%
AWS
17
Atria Wealth Solutions
New York
$21.6M +$134K +717 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$21.5M +$12.8M +68,358 +120%
Stifel Financial
19
Stifel Financial
Missouri
$21.5M +$1.85M +9,895 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$20.7M -$1.65M -8,816 -7%
OCG
21
Opus Capital Group
Ohio
$18.2M +$8.72M +46,606 +78%
BlackRock
22
BlackRock
New York
$17.1M +$5.74M +30,659 +45%
CIAS
23
CBIZ Investment Advisory Services
Ohio
$16.7M +$18.2M +97,446 New
HCC
24
Hirtle Callaghan & Co
Pennsylvania
$16.2M +$7.36M +39,315 +71%
LPL Financial
25
LPL Financial
California
$14.4M +$23.6K +126 +0.2%

VONE Hedge Fund Activity: Q2 2022 in Review

192 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2022, worth a combined $1.49B — down 5.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VONE positions and 14 closed out — a net gain of 6 holders — while 56 added to existing stakes and 53 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $102M. The largest seller was Aaron Wealth Advisors, cutting an estimated $510M.

  • 192 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2022, up from 189 in Q1 2022.
  • Funds reported $1.49B of Vanguard Russell 1000 ETF stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 1000 ETF positions in Q2 2022 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2022 was UBS AM, an estimated $102M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2022.