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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
CWM
376
Calamos Wealth Management
Illinois
$335K
DWT
377
Dorsey & Whitney Trust
South Dakota
$335K
BDFN
378
Bond & Devick Financial Network
Minnesota
$335K
BFS
379
Bare Financial Services
Pennsylvania
$321K +$300K +4,120 New
CIBC World Market
380
CIBC World Market
Ontario, Canada
$321K +$299K +4,113 New
SWM
381
Spire Wealth Management
Virginia
$320K +$271K +3,723 +1,466%
EA
382
Emerald Advisors
Washington
$319K +$946 +13 +0.3%
RZH
383
Relyea Zuckerberg Hanson
Connecticut
$316K
KWA
384
Kingswood Wealth Advisors
California
$316K +$295K +4,054 New
JFG
385
JMG Financial Group
Illinois
$316K -$26.2K -360 -8%
NL
386
NWAM LLC
Washington
$315K -$30.6K -421 -9%
NEPWA
387
New England Private Wealth Advisors
Massachusetts
$313K +$510 +7 +0.2%
KBFS
388
Kohmann Bosshard Financial Services
Ohio
$311K
WWS
389
Wellington Wealth Strategies
Indiana
$307K +$286K +3,935 New
Betterment LLC
390
Betterment LLC
New York
$307K +$21.9K +301 +8%
FFM
391
Forum Financial Management
Illinois
$305K -$33.9K -466 -11%
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304K -$94.6K -1,300 -25%
CFG
393
Citizens Financial Group
Rhode Island
$304K +$655 +9 +0.2%
AC
394
Apella Capital
Connecticut
$303K
LWAM
395
Legacy Wealth Asset Management
Minnesota
$298K
NRC
396
New Republic Capital
North Carolina
$296K
MA
397
Mezzasalma Advisors
New Jersey
$296K +$276K +3,794 New
HA
398
HFG Advisors
Ohio
$295K
RPWA
399
Regent Peak Wealth Advisors
Georgia
$294K +$510 +7 +0.2%
CIA
400
Concurrent Investment Advisors
Florida
$294K +$274K +3,767 New

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.