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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
WFA
26
WestHill Financial Advisors
California
$54.4M -$91.8K -1,261 -0.2%
AssetMark Inc
27
AssetMark Inc
California
$53.9M -$1.2M -16,442 -2%
AWM
28
Apollon Wealth Management
South Carolina
$51.6M +$11.6M +159,403 +32%
CAM
29
Crestone Asset Management
Colorado
$50.2M -$3.37M -46,309 -7%
RJA
30
Raymond James & Associates
Florida
$50M +$5.13M +70,506 +12%
LL
31
LPWM LLC
Minnesota
$49.7M +$1.51M +20,735 +3%
GSIS
32
Global Strategic Investment Solutions
Arizona
$47M -$2.92M -40,135 -6%
AWA
33
Aaron Wealth Advisors
Illinois
$47M +$498K +6,847 +1%
CWM
34
Congress Wealth Management
Massachusetts
$46.2M -$4.44K -61 -0%
NFG
35
Nadler Financial Group
Illinois
$46.1M -$1.21M -16,603 -3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$44.2M +$1.57M +21,524 +4%
WPW
37
Waldron Private Wealth
Pennsylvania
$44.2M -$559K -7,678 -1%
VWM
38
Valley Wealth Managers
New Jersey
$43.2M +$3.22M +44,227 +9%
LA
39
LVW Advisors
New York
$40M +$672K +9,236 +2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$37.8M -$146 -2 -0%
MWM
41
Modera Wealth Management
New Jersey
$36.6M +$33.6K +462 +0.1%
Goldman Sachs
42
Goldman Sachs
New York
$36.5M +$4.01M +55,121 +13%
CWC
43
Carolinas Wealth Consulting
North Carolina
$36M +$203K +2,789 +0.6%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$35.8M +$923K +12,677 +3%
Corient Private Wealth
45
Corient Private Wealth
Florida
$34.8M +$5.59M +76,839 +21%
OCM
46
One Capital Management
California
$34.5M -$3.43M -47,117 -10%
CNC
47
Citizens & Northern Corp
Pennsylvania
$33.9M -$1.41M -19,317 -4%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$33.1M +$4.21M +57,909 +16%
BPA
49
Beacon Pointe Advisors
California
$32.5M -$2.99M -41,135 -9%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$32.4M +$4.4M +60,506 +17%

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.