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Vanguard Russell 1000 Growth ETF

401 hedge funds and large institutions have $7.43B invested in Vanguard Russell 1000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 183 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 32

123% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 82

58% more capital invested

Capital invested by funds: $4.69B → $7.43B (+$2.74B)

29% more funds holding in top 10

Funds holding in top 10: 3140 (+9)

11% more funds holding

Funds holding: 361401 (+40)

3.8% less ownership

Funds ownership: 70.55%66.75% (-3.8%)

Holders
401
Holders Change
+40
Holders Change %
+11.08%
% of All Funds
6.45%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.64%
New
81
Increased
183
Reduced
82
Closed
32
Calls
$373K
Puts
Net Calls
+$373K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.69B +$269M +4,747,613 +18%
AWA
2
Arete Wealth Advisors
Illinois
$1.31B +$1.09M +19,338 +439%
Citigroup
3
Citigroup
New York
$286M +$294M +5,189,368 +259,468,400%
AAS
4
Avantax Advisory Services
Texas
$260M +$266M +4,697,923 +45,576%
Morgan Stanley
5
Morgan Stanley
New York
$250M +$19.2M +339,420 +8%
TF
6
TIAA FSB
Florida
$228M -$636K -11,248 -0.3%
UBS Group
7
UBS Group
Switzerland
$184M +$40.3M +711,497 +27%
EH
8
Equitable Holdings
New York
$178M -$4.57M -80,773 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$175M +$14.2M +250,936 +9%
SFA
10
Sequoia Financial Advisors
Ohio
$159M +$21.5M +380,088 +15%
Wells Fargo
11
Wells Fargo
California
$131M +$8.06M +142,475 +6%
Ameriprise
12
Ameriprise
Minnesota
$113M +$15.6M +275,520 +16%
HSA
13
HBK Sorce Advisory
Pennsylvania
$107M +$53.3M +941,373 +94%
LPL Financial
14
LPL Financial
California
$105M +$4.3M +76,037 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$102M +$659K +11,649 +0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$79M +$12.7M +224,457 +19%
W
17
Wealthquest
Ohio
$77.4M +$2.29M +40,476 +3%
SAG
18
SageView Advisory Group
California
$72.2M +$74.1M +1,309,536 New
HighTower Advisors
19
HighTower Advisors
Illinois
$68.5M +$28.7M +507,401 +69%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$65.2M +$3.01M +53,139 +5%
Truist Financial
21
Truist Financial
North Carolina
$64.1M -$2.83M -50,022 -4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$62.3M +$4.55M +80,438 +8%
SAM
23
Silvercrest Asset Management
New York
$61.3M +$2.21M +39,023 +4%
AWA
24
Amplius Wealth Advisors
Pennsylvania
$50.3M +$51.6M +912,705 New
CAM
25
Crestone Asset Management
Colorado
$50.3M +$14.7M +259,033 +40%

VONG Hedge Fund Activity: Q4 2022 in Review

401 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2022, worth a combined $7.43B — up 58% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VONG positions and 32 closed out — a net gain of 49 holders — while 183 added to existing stakes and 82 trimmed.

The largest buyer was Citigroup, adding an estimated $294M. The largest seller was Goldman Sachs, cutting an estimated $13.3M.

  • 401 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2022, up from 361 in Q3 2022.
  • Funds reported $7.43B of Vanguard Russell 1000 Growth ETF stock for Q4 2022, up 58% quarter-over-quarter.
  • 81 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2022 and 32 closed out, a net change of +49 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2022 was Citigroup, an estimated $294M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2022.