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Vanguard Russell 1000 Growth ETF

457 hedge funds and large institutions have $8.44B invested in Vanguard Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,417% more call options, than puts

Call options by funds: $531K | Put options by funds: $35K

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

20% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 138

18% more capital invested

Capital invested by funds: $7.14B → $8.44B (+$1.3B)

8% more funds holding

Funds holding: 423457 (+34)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

0.64% less ownership

Funds ownership: 65.42%64.78% (-0.64%)

Holders
457
Holders Change
+34
Holders Change %
+8.04%
% of All Funds
7.18%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
67
Increased
166
Reduced
138
Closed
30
Calls
$531K
Puts
$35K
Net Calls
+$496K
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Bernardo Wealth Planning
Pennsylvania
$12.4M -$391K -5,979 -3%
UCIG
77
Ulrich Consultants & Investment Group
New Mexico
$12.2M +$472K +7,217 +4%
BAMG
78
Brand Asset Management Group
Missouri
$11.9M -$285K -4,359 -3%
CCB
79
Country Club Bank
Missouri
$11.7M +$3.89M +59,439 +55%
GVAG
80
Great Valley Advisor Group
Delaware
$11.6M +$1.22M +18,611 +13%
Jane Street
81
Jane Street
New York
$11.3M +$6.28M +96,019 +151%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$11.2M +$10.3M +157,766 New
HPWM
83
High Pines Wealth Management
Massachusetts
$11.1M +$484K +7,391 +5%
Stifel Financial
84
Stifel Financial
Missouri
$11M +$12K +183 +0.1%
GRP
85
Global Retirement Partners
California
$10.8M +$238K +3,640 +2%
KeyBank National Association
86
KeyBank National Association
Ohio
$10.7M +$228K +3,485 +2%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$10.4M +$35.3K +540 +0.4%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$10.2M -$2.41M -36,753 -20%
FTS
89
Fifth Third Securities
Ohio
$10M -$263K -4,014 -3%
AWS
90
Atria Wealth Solutions
New York
$9.98M +$279K +4,267 +3%
KPWS
91
Kestra Private Wealth Services
Texas
$9.47M +$356K +5,440 +4%
KAS
92
Kestra Advisory Services
Texas
$9.41M +$1.39M +21,195 +19%
SFP
93
Strategic Financial Partners
Oregon
$9.39M +$1.2M +18,367 +16%
OP
94
ORG Partners
Indiana
$8.87M +$7.01M +107,167 +590%
VW
95
Vance Wealth
California
$8.26M +$461K +7,041 +6%
TPCW
96
TD Private Client Wealth
New York
$7.85M +$4.74M +72,351 +188%
AWM
97
AE Wealth Management
Kansas
$7.64M +$1.86M +28,431 +36%
JP Morgan Chase
98
JP Morgan Chase
New York
$7.4M +$1.99M +30,401 +41%
RFM
99
Royal Fund Management
Florida
$7.39M +$101K +1,542 +1%
SSB
100
Sandy Spring Bank
Maryland
$7.31M +$1.05M +16,114 +18%

VONG Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2023, worth a combined $8.44B — up 18% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new VONG positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 138 trimmed.

The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was Citigroup, cutting an estimated $37.9M.

  • 457 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2023, up from 423 in Q1 2023.
  • Funds reported $8.44B of Vanguard Russell 1000 Growth ETF stock for Q2 2023, up 18% quarter-over-quarter.
  • 67 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2023 and 30 closed out, a net change of +37 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2023 was LPL Financial, an estimated $130M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2023 was Citigroup, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2023.