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Vanguard Russell 1000 ETF

280 hedge funds and large institutions have $2.77B invested in Vanguard Russell 1000 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

3% more funds holding

Funds holding: 273280 (+7)

1% more capital invested

Capital invested by funds: $2.74B → $2.77B (+$32.9M)

1.82% less ownership

Funds ownership: 58.11%56.29% (-1.8%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

17% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 88

Holders
280
Holders Change
+7
Holders Change %
+2.56%
% of All Funds
4.04%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
26
Increased
73
Reduced
88
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$271M -$9.7M -40,815 -4%
Ameriprise
2
Ameriprise
Minnesota
$195M +$770K +3,241 +0.4%
RCIM
3
Red Cedar Investment Management
Michigan
$168M -$13.5M -56,984 -8%
UBS Group
4
UBS Group
Switzerland
$148M +$8.51M +35,822 +6%
Morgan Stanley
5
Morgan Stanley
New York
$139M +$5.88M +24,730 +5%
Bank of America
6
Bank of America
North Carolina
$98.3M +$22.8M +95,994 +32%
DLIC
7
Daido Life Insurance Company
Japan
$91.6M
WA
8
Waverly Advisors
Alabama
$86.2M -$162K -681 -0.2%
Stifel Financial
9
Stifel Financial
Missouri
$74.5M +$7.83M +32,958 +12%
APW
10
Austin Private Wealth
Texas
$73.1M -$7.88M -33,152 -10%
HP
11
Hilltop Partners
Indiana
$72.5M +$4.32M +18,157 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$61M -$2.37M -9,954 -4%
Cerity Partners
13
Cerity Partners
New York
$60.7M -$125K -526 -0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$53.3M -$643K -2,706 -1%
FCC
15
Flower City Capital
New York
$50.2M +$2.4M +10,101 +5%
Goldman Sachs
16
Goldman Sachs
New York
$48.4M -$14.7M -61,854 -24%
Wells Fargo
17
Wells Fargo
California
$44.7M +$6.12M +25,734 +17%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$44.3M +$712K +2,997 +2%
SHFA
19
Sherrill & Hutchins Financial Advisory
Georgia
$43.4M -$1.78M -7,494 -4%
RJA
20
Raymond James & Associates
Florida
$41.5M +$1.45M +6,109 +4%
MCM
21
MAI Capital Management
Ohio
$31.4M +$405K +1,703 +1%
HWA
22
Heartwood Wealth Advisors
Virginia
$31.4M -$146K -615 -0.5%
BPA
23
Beacon Pointe Advisors
California
$30.6M -$2.16M -9,095 -7%
LPL Financial
24
LPL Financial
California
$29.6M +$743K +3,128 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$26.6M +$4.84M +20,346 +23%

VONE Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2024, worth a combined $2.77B — up 1.2% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VONE positions and 16 closed out — a net gain of 10 holders — while 73 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $22.8M. The largest seller was Private Capital Management (Colorado), cutting an estimated $32.3M.

  • 280 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2024, up from 273 in Q1 2024.
  • Funds reported $2.77B of Vanguard Russell 1000 ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 26 funds opened new Vanguard Russell 1000 ETF positions in Q2 2024 and 16 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2024 was Bank of America, an estimated $22.8M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2024 was Private Capital Management (Colorado), an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2024.