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Vanguard Russell 1000 ETF
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Overview Fund Activity

264 hedge funds and large institutions have $2.56B invested in Vanguard Russell 1000 ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 8 closing their positions.

Holders
264
Holders Change
+29
Holders Change %
+12.34%
% of All Funds
3.87%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
42
Increased
94
Reduced
77
Closed
8
Calls
$502K
Puts
$1.89M
Net Calls
-$1.39M
Net Calls Change
-$9.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Bank of America
2
Bank of America
North Carolina
$122M
3
SHFA
3
Sherrill & Hutchins Financial Advisory
Georgia
$40.7M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$14.4M
5
HP
5
Hilltop Partners
Indiana
$45.9M

Top Sellers

1
EW
1
Evoke Wealth
California
$3.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$246M
3
APW
3
Austin Private Wealth
Texas
$75.9M
4
SWM
4
SigFig Wealth Management
California
$20.1M
5
CA
5
Clearstead Advisors
Ohio
$7.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$246M 1,134,151 -51,574 -4%
Morgan Stanley
2
Morgan Stanley
New York
$204M 939,654 +542,633 +137%
Ameriprise
3
Ameriprise
Minnesota
$166M 762,971 -6,245 -0.8%
RCIM
4
Red Cedar Investment Management
Michigan
$159M 733,209 -18,395 -2%
UBS Group
5
UBS Group
Switzerland
$137M 629,237 +51,770 +9%
Bank of America
6
Bank of America
North Carolina
$122M 563,604 +253,642 +82%
DLIC
7
Daido Life Insurance Company
Japan
$105M 483,982 – –
APW
8
Austin Private Wealth
Texas
$75.9M 349,740 -37,911 -10%
Cerity Partners
9
Cerity Partners
New York
$67.8M 312,346 +6,410 +2%
Goldman Sachs
10
Goldman Sachs
New York
$64.9M 298,934 +52,943 +22%
WA
11
Waverly Advisors
Alabama
$61.3M 282,429 -273 -0.1%
PCMC
12
Private Capital Management (Colorado)
Colorado
$52.5M 241,911 +21,958 +10%
Stifel Financial
13
Stifel Financial
Missouri
$50.1M 231,041 +43,513 +23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$46.3M 213,410 +21,256 +11%
HP
15
Hilltop Partners
Indiana
$45.9M 211,402 +66,468 +46%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$43M 198,193 -19,734 -9%
SHFA
17
Sherrill & Hutchins Financial Advisory
Georgia
$40.7M 187,785 +187,785 New
FCC
18
Flower City Capital
New York
$37.5M 172,771 +21,568 +14%
RJA
19
Raymond James & Associates
Florida
$37M 170,703 +2,902 +2%
Wells Fargo
20
Wells Fargo
California
$33.3M 153,724 -8,316 -5%
BPA
21
Beacon Pointe Advisors
California
$29.6M 136,669 -2,735 -2%
LPL Financial
22
LPL Financial
California
$26.7M 123,170 -491 -0.4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$26.3M 121,212 +1,039 +0.9%
MCM
24
MAI Capital Management
Ohio
$25.2M 116,361 +1,452 +1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$24.2M 111,759 +20,767 +23%
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