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Vanguard Russell 1000 Growth ETF

542 hedge funds and large institutions have $11.2B invested in Vanguard Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 197 increasing their positions, 148 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,153% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $62K

329% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 148

29% more capital invested

Capital invested by funds: $8.71B → $11.2B (+$2.51B)

15% more funds holding

Funds holding: 471542 (+71)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

0.64% less ownership

Funds ownership: 66.48%65.84% (-0.64%)

Holders
542
Holders Change
+71
Holders Change %
+15.07%
% of All Funds
7.9%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.67%
New
103
Increased
197
Reduced
148
Closed
24
Calls
$1.4M
Puts
$62K
Net Calls
+$1.33M
Net Calls Change
+$616K
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
301
Park Edge Advisors
Ohio
$642K
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$642K +$193K +2,649 +47%
MCM
303
MidAtlantic Capital Management
Virginia
$638K +$595K +8,180 New
EAM
304
Empirical Asset Management
Massachusetts
$632K -$25K -343 -4%
LAM
305
Lewis Asset Management
California
$632K +$589K +8,094 New
FWM
306
ForthRight Wealth Management
Georgia
$628K +$61.5K +845 +12%
HBW
307
Hazlett, Burt & Watson
West Virginia
$628K
1WM
308
1900 Wealth Management
Texas
$609K -$537K -7,371 -49%
IRC
309
Investors Research Corp
Georgia
$602K +$419K +5,757 +294%
MSFS
310
Main Street Financial Solutions
Pennsylvania
$601K +$248K +3,406 +79%
RWS
311
Resolute Wealth Strategies
Mississippi
$600K +$873 +12 +0.2%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$599K -$4.04M -55,441 -88%
BBA
313
Braun-Bostich & Associates
Pennsylvania
$583K +$544K +7,477 New
BCI
314
Brinker Capital Investments
Pennsylvania
$583K
OPS
315
Orion Portfolio Solutions
Nebraska
$583K
BA
316
Bluesphere Advisors
Pennsylvania
$582K
FGG
317
Financial Guidance Group
Florida
$577K
QCM
318
QRG Capital Management
Illinois
$577K +$162K +2,232 +43%
FWI
319
Facet Wealth Inc
Maryland
$574K +$49K +673 +11%
CWM
320
Cornerstone Wealth Management
Missouri
$574K -$6.7K -92 -1%
TC
321
Telemus Capital
Michigan
$565K +$23.3K +320 +5%
IWC
322
Integrated Wealth Concepts
Massachusetts
$561K -$31.2K -429 -6%
Vanguard Group
323
Vanguard Group
Pennsylvania
$552K +$515K +7,081 New
BFG
324
Bleakley Financial Group
New Jersey
$551K +$147K +2,018 +40%
SS
325
Simplicity Solutions
Minnesota
$551K +$147K +2,018 +40%

VONG Hedge Fund Activity: Q4 2023 in Review

542 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2023, worth a combined $11.2B — up 29% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VONG positions and 24 closed out — a net gain of 79 holders — while 197 added to existing stakes and 148 trimmed.

The largest buyer was Ameriprise, adding an estimated $576M. The largest seller was Bank of Montreal, cutting an estimated $51.1M.

  • 542 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2023, up from 471 in Q3 2023.
  • Funds reported $11.2B of Vanguard Russell 1000 Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 103 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2023 and 24 closed out, a net change of +79 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2023 was Ameriprise, an estimated $576M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2023 was Bank of Montreal, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2023.