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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
CCB
76
Country Club Bank
Missouri
$16.3M +$1.16M +15,924 +8%
KPWS
77
Kestra Private Wealth Services
Texas
$15.3M +$1.66M +22,781 +13%
DADC
78
D.A. Davidson & Co
Montana
$15.2M -$182K -2,505 -1%
CCM
79
Condor Capital Management
New Jersey
$15.1M -$226K -3,105 -2%
WDG
80
Wealth Dimensions Group
Ohio
$14.9M -$400K -5,494 -3%
ECG
81
Edge Capital Group
Georgia
$14.8M +$13.9M +190,316 New
GRP
82
Global Retirement Partners
California
$14.8M +$2.56M +35,106 +23%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$14.8M +$13.8M +189,804 New
Two Sigma Investments
84
Two Sigma Investments
New York
$14.5M +$1.63M +22,400 +14%
PCTC
85
Perkins Coie Trust Company
Washington
$14M -$77.7K -1,067 -0.6%
CSPAM
86
Cary Street Partners Asset Management
Virginia
$13.6M -$334K -4,582 -3%
KeyBank National Association
87
KeyBank National Association
Ohio
$13.3M +$856K +11,763 +7%
MFIM
88
Mesirow Financial Investment Management
Illinois
$13.2M +$12.3M +168,826 New
BBW
89
Blue Barn Wealth
Utah
$13M -$210K -2,892 -2%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$12.4M +$90.4K +1,242 +0.8%
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$12.4M +$2.93M +40,224 +34%
HWM
92
HB Wealth Management
Georgia
$12.3M +$9.99M +137,283 +654%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$11.8M -$394K -5,410 -3%
GVAG
94
Great Valley Advisor Group
Delaware
$11.8M -$1.59M -21,910 -13%
BAMG
95
Brand Asset Management Group
Missouri
$11.6M -$689K -9,466 -6%
BWP
96
Bernardo Wealth Planning
Pennsylvania
$11.1M -$2.55M -35,004 -20%
Stifel Financial
97
Stifel Financial
Missouri
$10.8M -$1.15M -15,800 -10%
COI
98
Connable Office Inc
Michigan
$10.8M +$10.1M +138,157 New
FTS
99
Fifth Third Securities
Ohio
$10.6M -$435K -5,971 -4%
HPWM
100
High Pines Wealth Management
Massachusetts
$10.5M -$109K -1,492 -1%

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.