We are live on ! Find out more
VONE icon

Vanguard Russell 1000 ETF

377 hedge funds and large institutions have $4.24B invested in Vanguard Russell 1000 ETF in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

15% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 98

13% more capital invested

Capital invested by funds: $3.75B → $4.24B (+$484M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

10% more funds holding

Funds holding: 344377 (+33)

34.37% less ownership

Funds ownership: 92.67%58.3% (-34%)

Holders
377
Holders Change
+33
Holders Change %
+9.59%
% of All Funds
4.59%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
54
Increased
113
Reduced
98
Closed
19
Calls
$309K
Puts
Net Calls
+$309K
Net Calls Change
-$84K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$371M +$11.2M +36,686 +3%
Ameriprise
2
Ameriprise
Minnesota
$250M +$3.4M +11,097 +1%
UBS Group
3
UBS Group
Switzerland
$245M +$9.16M +29,875 +4%
Bank of America
4
Bank of America
North Carolina
$240M +$118M +384,416 +98%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$229M -$9.36M -30,541 -4%
RCIM
6
Red Cedar Investment Management
Michigan
$164M -$2.96M -9,674 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$150M -$7.32M -23,900 -5%
Stifel Financial
8
Stifel Financial
Missouri
$143M +$7.05M +23,011 +5%
Citigroup
9
Citigroup
New York
$142M +$140M +457,196 +27,575%
JPG
10
Jordan Park Group
California
$116M +$8.76M +28,583 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$92.4M +$913K +2,979 +1%
WA
12
Waverly Advisors
Alabama
$92.3M -$272K -888 -0.3%
AC
13
Apella Capital
Connecticut
$88.1M +$9.39M +30,645 +12%
HP
14
Hilltop Partners
Indiana
$76.8M +$9.06M +29,550 +13%
FCC
15
Flower City Capital
New York
$73.6M +$2.68M +8,747 +4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$71.1M +$425K +1,387 +0.6%
Wells Fargo
17
Wells Fargo
California
$69.3M +$1.48M +4,822 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$68.4M -$10.2M -33,434 -13%
Cerity Partners
19
Cerity Partners
New York
$51M -$276K -899 -0.5%
SHFA
20
Sherrill & Hutchins Financial Advisory
Georgia
$49.5M -$724K -2,363 -1%
MCM
21
MAI Capital Management
Ohio
$48.4M +$611K +1,993 +1%
HWA
22
Heartwood Wealth Advisors
Virginia
$43.3M -$93.2K -304 -0.2%
APW
23
Austin Private Wealth
Texas
$40.4M -$1.41M -4,607 -3%
KeyBank National Association
24
KeyBank National Association
Ohio
$36.8M +$16.9M +55,117 +86%
HighTower Advisors
25
HighTower Advisors
Illinois
$36.8M +$310K +1,011 +0.9%