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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
Osaic Holdings
51
Osaic Holdings
Arizona
$27.4M +$9.6M +135,199 +51%
CFD
52
Creative Financial Designs
Indiana
$26.8M +$810K +11,406 +3%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$25.6M +$26.5M +373,662 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$25.2M +$809K +11,383 +3%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$25M -$1.93M -27,206 -7%
NRI
56
NFP Retirement Inc
California
$24.3M +$3.09M +43,447 +14%
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$24.3M +$2.15M +30,235 +9%
MML Investors Services
58
MML Investors Services
Massachusetts
$24.2M -$2.67M -37,588 -10%
AllianceBernstein
59
AllianceBernstein
Tennessee
$24M -$1.29M -18,227 -5%
WPWM
60
Windward Private Wealth Management
Kansas
$23.6M -$520K -7,322 -2%
CG
61
Colony Group
Massachusetts
$21.6M -$150K -2,112 -0.7%
PP
62
Pegasus Partners
Wisconsin
$21.5M +$425K +5,988 +2%
SFP
63
Strategic Financial Partners
Oregon
$19.6M +$10.9M +153,804 +116%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$18.2M +$546K +7,688 +3%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$16.7M +$163K +2,300 +1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$16.5M +$68.8K +969 +0.4%
HFA
67
Highland Financial Advisors
New Jersey
$16.2M +$1.28M +18,033 +8%
CB
68
Commerce Bank
Missouri
$16.1M +$1.31M +18,487 +9%
CAN
69
Cetera Advisor Networks
California
$15.9M +$1.28M +17,969 +8%
Cerity Partners
70
Cerity Partners
New York
$15.6M -$1.21M -17,032 -7%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$15.4M +$1.68M +23,593 +12%
SC
72
Swan Capital
Florida
$14.8M +$15.3M +215,813 New
Mariner
73
Mariner
Kansas
$13.9M +$1.51M +21,193 +12%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$13.9M +$1.43M +20,072 +11%
JP Morgan Chase
75
JP Morgan Chase
New York
$13.7M +$6.77M +95,335 +91%

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.