We are live on ! Find out more
VONG icon

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
CFD
51
Creative Financial Designs
Indiana
$31.2M +$634K +8,712 +2%
M&T Bank
52
M&T Bank
New York
$30.1M -$3.93M -53,930 -12%
MML Investors Services
53
MML Investors Services
Massachusetts
$29M +$1.31M +18,005 +5%
HSA
54
HBK Sorce Advisory
Pennsylvania
$28.6M -$44M -604,898 -62%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$28.4M -$680K -9,348 -3%
NRI
56
NFP Retirement Inc
California
$26.6M -$1.03M -14,186 -4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$26.4M -$867K -11,909 -3%
WPWM
58
Windward Private Wealth Management
Kansas
$26.3M -$586K -8,050 -2%
FNT
59
First National Trust
Pennsylvania
$26.3M +$24.2M +332,978 +8,072%
CAN
60
Cetera Advisor Networks
California
$23.8M +$5.31M +72,932 +31%
SFP
61
Strategic Financial Partners
Oregon
$23.2M +$803K +11,036 +4%
PP
62
Pegasus Partners
Wisconsin
$22.6M -$1.75M -23,996 -8%
CB
63
Commerce Bank
Missouri
$22.3M +$3.67M +50,380 +21%
JP Morgan Chase
64
JP Morgan Chase
New York
$22.1M +$6.04M +82,917 +41%
Cerity Partners
65
Cerity Partners
New York
$22M +$3.91M +53,775 +24%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$21.5M +$3.63M +49,887 +22%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$21.2M +$2.2M +30,201 +13%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$20.8M +$49.1K +675 +0.3%
Mariner
69
Mariner
Kansas
$20.7M +$4.54M +62,381 +31%
HFA
70
Highland Financial Advisors
New Jersey
$20.1M +$1.44M +19,720 +8%
SCM
71
Steele Capital Management
Iowa
$20M +$18.7M +256,830 New
Osaic Holdings
72
Osaic Holdings
Arizona
$19.6M -$10.9M -150,352 -37%
DDPIC
73
Deroy & Devereaux Private Investment Counsel
Michigan
$19.2M +$178K +2,450 +1%
SC
74
Swan Capital
Florida
$18.1M +$1.19M +16,383 +8%
PFBT
75
Parkside Financial Bank & Trust
Missouri
$17M +$1.12M +15,432 +8%

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.