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Vanguard Russell 1000 Growth ETF

580 hedge funds and large institutions have $12.1B invested in Vanguard Russell 1000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 27

127% more call options, than puts

Call options by funds: $589K | Put options by funds: $260K

33% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 171

8% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$910M)

7% more funds holding

Funds holding: 542580 (+38)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

2.67% less ownership

Funds ownership: 65.84%63.17% (-2.7%)

Holders
580
Holders Change
+38
Holders Change %
+7.01%
% of All Funds
8.35%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.65%
New
73
Increased
228
Reduced
171
Closed
27
Calls
$589K
Puts
$260K
Net Calls
+$329K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$63.7M +$7.8M +94,004 +15%
AWM
27
Apollon Wealth Management
South Carolina
$63.5M +$5.96M +71,894 +11%
AssetMark Inc
28
AssetMark Inc
California
$63.2M +$3.18M +38,336 +6%
WFA
29
WestHill Financial Advisors
California
$58.8M -$1.6M -19,252 -3%
CAM
30
Crestone Asset Management
Colorado
$57.3M +$1.4M +16,897 +3%
LL
31
LPWM LLC
Minnesota
$56.5M +$387K +4,663 +0.7%
GSIS
32
Global Strategic Investment Solutions
Arizona
$54.5M +$2.19M +26,343 +4%
AWA
33
Aaron Wealth Advisors
Illinois
$53.4M +$1.06M +12,806 +2%
CWM
34
Congress Wealth Management
Massachusetts
$51.6M +$200K +2,408 +0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$51M +$1.75M +21,144 +4%
NFG
36
Nadler Financial Group
Illinois
$50.5M -$731K -8,811 -1%
WPW
37
Waldron Private Wealth
Pennsylvania
$46.1M -$2.94M -35,397 -6%
VWM
38
Valley Wealth Managers
New Jersey
$43.7M -$4.07M -49,043 -9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$41.7M +$29.7M +358,214 +291%
MWM
40
Modera Wealth Management
New Jersey
$40.7M +$3.9K +47 +0%
Osaic Holdings
41
Osaic Holdings
Arizona
$40.5M +$18M +216,787 +86%
CWC
42
Carolinas Wealth Consulting
North Carolina
$40.4M +$3.34M +40,225 +9%
LA
43
LVW Advisors
New York
$40.1M -$4.25M -51,198 -10%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$39.6M -$151K -1,821 -0.4%
SCA
45
Snowden Capital Advisors
New York
$39.1M +$37.4M +451,482 New
BPA
46
Beacon Pointe Advisors
California
$39M +$2.79M +33,663 +8%
BWFA
47
Baltimore-Washington Financial Advisors
Maryland
$38.2M +$2.06M +24,785 +6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$38.1M -$3.74M -45,121 -9%
OCM
49
One Capital Management
California
$38M -$251K -3,032 -0.7%
Corient Private Wealth
50
Corient Private Wealth
Florida
$38M -$549K -6,617 -1%

VONG Hedge Fund Activity: Q1 2024 in Review

580 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2024, worth a combined $12.1B — up 8.1% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VONG positions and 27 closed out — a net gain of 46 holders — while 228 added to existing stakes and 171 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $365M.

  • 580 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2024, up from 542 in Q4 2023.
  • Funds reported $12.1B of Vanguard Russell 1000 Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 73 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2024 and 27 closed out, a net change of +46 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2024 was Bank of Montreal, an estimated $65.7M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $365M sold.

Based on aggregated 13F filings for Q1 2024.