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Vanguard Russell 1000 ETF

240 hedge funds and large institutions have $2.11B invested in Vanguard Russell 1000 ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,600% more call options, than puts

Call options by funds: $342K | Put options by funds: $6K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

8% more funds holding

Funds holding: 223240 (+17)

5% more capital invested

Capital invested by funds: $2.01B → $2.11B (+$95.6M)

0.47% less ownership

Funds ownership: 57.97%57.49% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
25
Increased
65
Reduced
88
Closed
7
Calls
$342K
Puts
$6K
Net Calls
+$336K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$237M -$519K -2,723 -0.2%
Ameriprise
2
Ameriprise
Minnesota
$153M +$49.1M +257,663 +51%
RCIM
3
Red Cedar Investment Management
Michigan
$144M +$254K +1,332 +0.2%
UBS Group
4
UBS Group
Switzerland
$121M +$559K +2,932 +0.5%
DLIC
5
Daido Life Insurance Company
Japan
$97.6M -$96.9M -508,407 -51%
APW
6
Austin Private Wealth
Texas
$80.6M +$1.25M +6,538 +2%
Morgan Stanley
7
Morgan Stanley
New York
$75.3M +$15.1M +79,034 +27%
Cerity Partners
8
Cerity Partners
New York
$69M -$1.1M -5,780 -2%
Bank of America
9
Bank of America
North Carolina
$62.2M +$8.18M +42,914 +16%
WA
10
Waverly Advisors
Alabama
$57M -$1.1M -5,748 -2%
Goldman Sachs
11
Goldman Sachs
New York
$47.5M +$12.7M +66,855 +40%
PCMC
12
Private Capital Management (Colorado)
Colorado
$44.4M +$1.52M +7,963 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$42.8M -$1.03M -5,413 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39.3M +$2.47M +12,942 +7%
Stifel Financial
15
Stifel Financial
Missouri
$33.7M -$1.02M -5,370 -3%
RJA
16
Raymond James & Associates
Florida
$32.9M +$382K +2,002 +1%
Wells Fargo
17
Wells Fargo
California
$31.6M -$1.95M -10,208 -6%
SWM
18
SigFig Wealth Management
California
$27.4M -$3.17M -16,625 -11%
BPA
19
Beacon Pointe Advisors
California
$26.4M +$3.42M +17,934 +16%
LPL Financial
20
LPL Financial
California
$25.1M -$916K -4,803 -4%
HP
21
Hilltop Partners
Indiana
$24.8M +$122K +641 +0.5%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$24.5M -$1.29M -6,748 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$24.2M -$11.8M -61,774 -34%
AWS
24
Atria Wealth Solutions
New York
$23.5M -$1.02M -5,336 -4%
MCM
25
MAI Capital Management
Ohio
$23M +$457K +2,395 +2%

VONE Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2023, worth a combined $2.11B — up 4.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VONE positions and 7 closed out — a net gain of 18 holders — while 65 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.1M. The largest seller was Daido Life Insurance Company, cutting an estimated $96.9M.

  • 240 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2023, up from 223 in Q1 2023.
  • Funds reported $2.11B of Vanguard Russell 1000 ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Vanguard Russell 1000 ETF positions in Q2 2023 and 7 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2023 was Ameriprise, an estimated $49.1M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2023 was Daido Life Insurance Company, an estimated $96.9M sold.

Based on aggregated 13F filings for Q2 2023.