We are live on ! Find out more
VONG icon

Vanguard Russell 1000 Growth ETF

471 hedge funds and large institutions have $8.71B invested in Vanguard Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,498% more call options, than puts

Call options by funds: $767K | Put options by funds: $48K

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

32% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 139

5% more funds holding in top 10

Funds holding in top 10: 3941 (+2)

3% more funds holding

Funds holding: 457471 (+14)

1.7% more ownership

Funds ownership: 64.78%66.48% (+1.7%)

3% more capital invested

Capital invested by funds: $8.44B → $8.71B (+$273M)

Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
7.48%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
57
Increased
183
Reduced
139
Closed
38
Calls
$767K
Puts
$48K
Net Calls
+$719K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$51.7M -$213K -3,000 -0.4%
AssetMark Inc
27
AssetMark Inc
California
$48.4M -$5.55M -78,143 -10%
WFA
28
WestHill Financial Advisors
California
$47.8M -$3.13M -43,995 -6%
CAM
29
Crestone Asset Management
Colorado
$47.2M -$2.27M -31,951 -4%
GSIS
30
Global Strategic Investment Solutions
Arizona
$44M -$3.64M -51,237 -7%
LL
31
LPWM LLC
Minnesota
$43.8M +$619K +8,711 +1%
NFG
32
Nadler Financial Group
Illinois
$41.6M -$50.5K -711 -0.1%
AWA
33
Aaron Wealth Advisors
Illinois
$40.8M +$2.28M +32,067 +6%
CWM
34
Congress Wealth Management
Massachusetts
$40.6M +$42.1M +592,807 New
Prudential Financial
35
Prudential Financial
New Jersey
$39.5M +$9.66M +135,987 +31%
WPW
36
Waldron Private Wealth
Pennsylvania
$39.3M -$1.69M -23,736 -4%
RJA
37
Raymond James & Associates
Florida
$39M +$3.15M +44,291 +8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$37.3M +$1.99M +27,946 +5%
VWM
39
Valley Wealth Managers
New Jersey
$34.9M +$33.2M +467,209 +1,108%
LA
40
LVW Advisors
New York
$34.5M -$3.02M -42,525 -8%
AWM
41
Apollon Wealth Management
South Carolina
$34.3M +$11.1M +155,683 +45%
OCM
42
One Capital Management
California
$33.5M +$28.4M +400,351 +451%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$33.2M +$182K +2,558 +0.5%
MWM
44
Modera Wealth Management
New Jersey
$32.1M -$43.5K -613 -0.1%
BPA
45
Beacon Pointe Advisors
California
$31.3M +$13.2M +186,140 +69%
CNC
46
Citizens & Northern Corp
Pennsylvania
$31.1M -$3.3M -46,423 -9%
CWC
47
Carolinas Wealth Consulting
North Carolina
$30.9M -$1.25M -17,560 -4%
HAFS
48
Hapanowicz & Associates Financial Services
Pennsylvania
$30.6M -$4.32M -60,840 -12%
M&T Bank
49
M&T Bank
New York
$30.1M -$2.02M -28,453 -6%
Goldman Sachs
50
Goldman Sachs
New York
$28.2M +$6.1M +85,852 +26%

VONG Hedge Fund Activity: Q3 2023 in Review

471 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2023, worth a combined $8.71B — up 3.2% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VONG positions and 38 closed out — a net gain of 19 holders — while 183 added to existing stakes and 139 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $404M. The largest seller was Bank of America, cutting an estimated $197M.

  • 471 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2023, up from 457 in Q2 2023.
  • Funds reported $8.71B of Vanguard Russell 1000 Growth ETF stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2023 and 38 closed out, a net change of +19 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2023 was Avantax Advisory Services, an estimated $404M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2023 was Bank of America, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2023.