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Vanguard Russell 1000 ETF

214 hedge funds and large institutions have $2.22B invested in Vanguard Russell 1000 ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

41% more capital invested

Capital invested by funds: $1.58B → $2.22B (+$643M)

9% more funds holding

Funds holding: 196214 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.5% less ownership

Funds ownership: 63.27%62.77% (-0.5%)

91% less call options, than puts

Call options by funds: $122K | Put options by funds: $1.39M

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
44
Increased
85
Reduced
49
Closed
21
Calls
$122K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$263M +$264M +1,505,883 +25,698%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M -$17.8M -101,800 -8%
DLIC
3
Daido Life Insurance Company
Japan
$173M
Bank of America
4
Bank of America
North Carolina
$153M +$73.7M +421,002 +92%
RCIM
5
Red Cedar Investment Management
Michigan
$138M +$1.62M +9,236 +1%
UBS Group
6
UBS Group
Switzerland
$115M +$16.2M +92,724 +16%
APW
7
Austin Private Wealth
Texas
$66.2M -$2.7M -15,407 -4%
Morgan Stanley
8
Morgan Stanley
New York
$60.8M +$28.5M +162,821 +88%
Cerity Partners
9
Cerity Partners
New York
$60.5M +$6.24M +35,625 +11%
WA
10
Waverly Advisors
Alabama
$50.4M -$185K -1,057 -0.4%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$43.9M +$42.6M +243,457 +2,940%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$43.4M +$2.97M +16,939 +7%
PCMC
13
Private Capital Management (Colorado)
Colorado
$35.4M +$7.32M +41,798 +26%
Goldman Sachs
14
Goldman Sachs
New York
$35.2M +$5.64M +32,195 +19%
EW
15
Evoke Wealth
California
$35.2M +$35.3M +201,717 +186,775%
Wells Fargo
16
Wells Fargo
California
$34.1M +$2.22M +12,656 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$30.5M +$2.91M +16,629 +10%
RJA
18
Raymond James & Associates
Florida
$29.7M +$2.89M +16,481 +11%
Stifel Financial
19
Stifel Financial
Missouri
$27.5M +$4.29M +24,509 +18%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$25.9M -$2.82M -16,077 -10%
BlackRock
21
BlackRock
New York
$22.9M -$10.7K -61 -0%
AWS
22
Atria Wealth Solutions
New York
$21.8M -$1.04M -5,934 -5%
LPL Financial
23
LPL Financial
California
$21M +$634K +3,621 +3%
HP
24
Hilltop Partners
Indiana
$20.5M +$20.6M +117,507 New
MCM
25
MAI Capital Management
Ohio
$19M +$7.5M +42,803 +65%

VONE Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2022, worth a combined $2.22B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VONE positions and 21 closed out — a net gain of 23 holders — while 85 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $264M. The largest seller was Shilanski & Associates, exiting entirely with an estimated $26.3M sold.

  • 214 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $2.22B of Vanguard Russell 1000 ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 44 funds opened new Vanguard Russell 1000 ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $264M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2022 was Shilanski & Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2022.