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Vanguard Russell 1000 Growth ETF

540 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 101 funds opening new positions, 197 increasing their positions, 148 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+69
Holders Change %
+14.65%
% of All Funds
7.92%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.67%
New
101
Increased
197
Reduced
148
Closed
24
Calls
$1.4M
Puts
$62K
Net Calls
+$1.34M
Net Calls Change
+$616K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Cambridge Associates
Massachusetts
$2.66M
VCP
177
Verus Capital Partners
Arizona
$2.66M -$1.15M -14,717 -30%
BRWA
178
B. Riley Wealth Advisors
Florida
$2.63M +$193K +2,477 +8%
CA
179
Continuum Advisory
Idaho
$2.61M +$321K +4,117 +14%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$2.6M -$39.1K -501 -1%
Polen Capital Management
181
Polen Capital Management
Florida
$2.6M +$2.6M +33,266 New
CHA
182
Carmichael Hill & Associates
Maryland
$2.56M +$52.8K +677 +2%
PJWM
183
Philip James Wealth Mangement
Georgia
$2.54M +$2.54M +32,505 New
HCM
184
Howard Capital Management
Georgia
$2.47M -$144K -1,840 -5%
RJT
185
Raymond James Trust
Florida
$2.46M +$78K +1,000 +3%
Creative Planning
186
Creative Planning
Kansas
$2.43M +$131K +1,680 +6%
LNC
187
Lincoln National Corp
Pennsylvania
$2.37M +$745K +9,544 +46%
IA
188
IFP Advisors
Florida
$2.36M +$123K +1,577 +5%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$2.36M -$77.1K -988 -3%
TC
190
TAGStone Capital
North Carolina
$2.35M +$129K +1,656 +6%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$2.32M +$955K +12,238 +70%
BFAG
192
Blackston Financial Advisory Group
Florida
$2.26M +$54.1K +693 +2%
EFS
193
Econ Financial Services
Pennsylvania
$2.17M -$2.04M -26,135 -48%
WPC
194
Wedmont Private Capital
Pennsylvania
$2.14M -$101K -1,304 -5%
VP
195
Verum Partners
North Carolina
$2.13M -$466K -5,968 -18%
CFA
196
Cahill Financial Advisors
Minnesota
$2.12M -$72.5K -929 -3%
SIA
197
Spectrum Investment Advisors
Wisconsin
$2.11M +$2.11M +27,081 New
PFS
198
Prospera Financial Services
Texas
$2.11M +$188K +2,413 +10%
CPIG
199
Chicago Partners Investment Group
Illinois
$2.11M -$65.2K -804 -3%
BPWM
200
Badgley Phelps Wealth Managers
Washington
$2.08M -$23.2K -297 -1%