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Vanguard Russell 1000 ETF

286 hedge funds and large institutions have $2.83B invested in Vanguard Russell 1000 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

2% more funds holding

Funds holding: 280286 (+6)

2% more capital invested

Capital invested by funds: $2.77B → $2.83B (+$60M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

1.3% less ownership

Funds ownership: 56.29%54.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
23
Increased
96
Reduced
94
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$287M +$526K +2,099 +0.2%
Ameriprise
2
Ameriprise
Minnesota
$208M +$1.87M +7,462 +0.9%
RCIM
3
Red Cedar Investment Management
Michigan
$177M -$842K -3,361 -0.5%
UBS Group
4
UBS Group
Switzerland
$155M -$1.02M -4,053 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$140M -$7.07M -28,232 -5%
Bank of America
6
Bank of America
North Carolina
$101M -$2.37M -9,444 -2%
Stifel Financial
7
Stifel Financial
Missouri
$85.4M +$6.41M +25,606 +8%
WA
8
Waverly Advisors
Alabama
$80.2M -$10.5M -41,954 -12%
HP
9
Hilltop Partners
Indiana
$74.8M -$1.75M -6,998 -2%
APW
10
Austin Private Wealth
Texas
$74.2M -$2.94M -11,755 -4%
Cerity Partners
11
Cerity Partners
New York
$64.7M +$481K +1,920 +0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$60.3M -$3.96M -15,825 -6%
Goldman Sachs
13
Goldman Sachs
New York
$60M +$8.5M +33,952 +17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$57.7M +$1.31M +5,228 +2%
FCC
15
Flower City Capital
New York
$55.7M +$2.7M +10,788 +5%
SHFA
16
Sherrill & Hutchins Financial Advisory
Georgia
$44.4M -$1.45M -5,802 -3%
RJA
17
Raymond James & Associates
Florida
$43.5M -$294K -1,172 -0.7%
Wells Fargo
18
Wells Fargo
California
$43.3M -$3.84M -15,334 -8%
MCM
19
MAI Capital Management
Ohio
$33.9M +$632K +2,525 +2%
HWA
20
Heartwood Wealth Advisors
Virginia
$32.9M -$234K -934 -0.7%
BPA
21
Beacon Pointe Advisors
California
$31.5M -$748K -2,986 -2%
LPL Financial
22
LPL Financial
California
$29.1M -$2.03M -8,104 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$28.7M +$557K +2,223 +2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$27.5M -$418K -1,669 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$26.9M -$19.2M -76,529 -42%

VONE Hedge Fund Activity: Q3 2024 in Review

286 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q3 2024, worth a combined $2.83B — up 2.2% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VONE positions and 12 closed out — a net gain of 11 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $23.2M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $91.6M sold.

  • 286 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $2.83B of Vanguard Russell 1000 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 1000 ETF positions in Q3 2024 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q3 2024 was Evoke Wealth, an estimated $23.2M added.
  • The largest Vanguard Russell 1000 ETF seller in Q3 2024 was Daido Life Insurance Company, an estimated $91.6M sold.

Based on aggregated 13F filings for Q3 2024.