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Vanguard Russell 1000 ETF

314 hedge funds and large institutions have $2.97B invested in Vanguard Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 8

75% more call options, than puts

Call options by funds: $187K | Put options by funds: $107K

10% more funds holding

Funds holding: 286314 (+28)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more capital invested

Capital invested by funds: $2.83B → $2.97B (+$135M)

0.17% more ownership

Funds ownership: 54.99%55.16% (+0.17%)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

Holders
314
Holders Change
+28
Holders Change %
+9.79%
% of All Funds
4.14%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
42
Increased
94
Reduced
98
Closed
8
Calls
$187K
Puts
$107K
Net Calls
+$80K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$210M -$2.79M -10,399 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M -$87.9M -327,832 -30%
RCIM
3
Red Cedar Investment Management
Michigan
$180M -$1.02M -3,787 -0.6%
Bank of America
4
Bank of America
North Carolina
$171M +$66.8M +249,163 +64%
Morgan Stanley
5
Morgan Stanley
New York
$162M +$18.3M +68,182 +13%
UBS Group
6
UBS Group
Switzerland
$161M +$2.03M +7,569 +1%
Stifel Financial
7
Stifel Financial
Missouri
$94.3M +$6.74M +25,128 +8%
WA
8
Waverly Advisors
Alabama
$80.4M -$1.89M -7,036 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$72.9M +$73.3M +273,462 New
HP
10
Hilltop Partners
Indiana
$72.4M -$4.38M -16,328 -6%
APW
11
Austin Private Wealth
Texas
$68.5M -$7.6M -28,345 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$64.6M +$2.77M +10,315 +4%
Goldman Sachs
13
Goldman Sachs
New York
$60.7M -$847K -3,161 -1%
Wells Fargo
14
Wells Fargo
California
$60.3M +$16.1M +59,898 +36%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.7M +$556K +2,075 +0.9%
FCC
16
Flower City Capital
New York
$56.5M -$579K -2,160 -1%
Cerity Partners
17
Cerity Partners
New York
$55.7M -$10.6M -39,564 -16%
SHFA
18
Sherrill & Hutchins Financial Advisory
Georgia
$42.9M -$2.58M -9,616 -6%
MCM
19
MAI Capital Management
Ohio
$35.7M +$984K +3,672 +3%
HWA
20
Heartwood Wealth Advisors
Virginia
$34M +$244K +910 +0.7%
BPA
21
Beacon Pointe Advisors
California
$31.8M -$511K -1,906 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$29.2M -$234K -873 -0.8%
LPL Financial
23
LPL Financial
California
$28.4M -$1.49M -5,550 -5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$28.1M -$94.9K -354 -0.3%
EW
25
Evoke Wealth
California
$25.6M +$359K +1,339 +1%

VONE Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q4 2024, worth a combined $2.97B — up 4.8% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VONE positions and 8 closed out — a net gain of 34 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $66.8M. The largest seller was Fidelity Investments, cutting an estimated $87.9M.

  • 314 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q4 2024, up from 286 in Q3 2024.
  • Funds reported $2.97B of Vanguard Russell 1000 ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
  • 42 funds opened new Vanguard Russell 1000 ETF positions in Q4 2024 and 8 closed out, a net change of +34 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q4 2024 was Bank of America, an estimated $66.8M added.
  • The largest Vanguard Russell 1000 ETF seller in Q4 2024 was Fidelity Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q4 2024.