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Vanguard Russell 1000 ETF

196 hedge funds and large institutions have $1.58B invested in Vanguard Russell 1000 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$92.1M)

5.66% more ownership

Funds ownership: 57.61%63.27% (+5.7%)

2% more funds holding

Funds holding: 192196 (+4)

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
21
Increased
71
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$209M +$232M +1,277,805 +35,357%
DLIC
2
Daido Life Insurance Company
Japan
$162M
RCIM
3
Red Cedar Investment Management
Michigan
$128M +$4.03M +22,237 +3%
UBS Group
4
UBS Group
Switzerland
$93.1M -$16.5M -91,100 -14%
Bank of America
5
Bank of America
North Carolina
$74.4M -$2.8M -15,418 -3%
APW
6
Austin Private Wealth
Texas
$64.6M -$5.6M -30,857 -7%
Cerity Partners
7
Cerity Partners
New York
$50.9M +$720K +3,970 +1%
WA
8
Waverly Advisors
Alabama
$47.4M -$328K -1,810 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$37.9M -$1.25M -6,889 -3%
Morgan Stanley
10
Morgan Stanley
New York
$30.4M +$1.65M +9,120 +5%
Wells Fargo
11
Wells Fargo
California
$29.9M +$2.67M +14,737 +9%
Goldman Sachs
12
Goldman Sachs
New York
$27.8M -$213K -1,175 -0.7%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$27M -$3.38M -18,616 -10%
PCMC
14
Private Capital Management (Colorado)
Colorado
$26.3M +$4.11M +22,671 +16%
SA
15
Shilanski & Associates
Alaska
$26.3M +$29.2M +161,272 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$25.9M +$6M +33,088 +26%
RJA
17
Raymond James & Associates
Florida
$25.1M +$66K +364 +0.2%
Stifel Financial
18
Stifel Financial
Missouri
$21.8M +$1.51M +8,348 +7%
BlackRock
19
BlackRock
New York
$21.5M +$5.85M +32,243 +32%
AWS
20
Atria Wealth Solutions
New York
$21.4M +$989K +5,456 +4%
LPL Financial
21
LPL Financial
California
$19.1M +$6.07M +33,453 +40%
BPA
22
Beacon Pointe Advisors
California
$17.7M -$9.27M -51,107 -32%
FCC
23
Flower City Capital
New York
$17.7M +$19.5M +107,587 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$1.93M -10,649 -9%
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$16.8M +$1.49M +8,219 +9%

VONE Hedge Fund Activity: Q3 2022 in Review

196 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2022, worth a combined $1.58B — up 6.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VONE positions and 16 closed out — a net gain of 5 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was UBS AM, exiting entirely with an estimated $93.3M sold.

  • 196 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2022, up from 192 in Q2 2022.
  • Funds reported $1.58B of Vanguard Russell 1000 ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 1000 ETF positions in Q3 2022 and 16 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2022 was Fidelity Investments, an estimated $232M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2022 was UBS AM, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.