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Vanguard Russell 1000 Growth ETF
VONG

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: 423 → 457 (+34)

0% more funds holding in top 10

Funds holding in top 10: 39 → 39 (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

Top Buyers

1
LPL Financial
LPL Financial
California
+$130M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$18M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Truist Financial
Truist Financial
North Carolina
+$13.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$37.9M
2
LFA
Legacy Financial Advisors
Kentucky
-$12.1M
3
UBS Group
UBS Group
Switzerland
-$9.39M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.41M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$7.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.29B -$931K -14,218 -0%
AAS
2
Avantax Advisory Services
Texas
$352M +$1.71M +26,193 +0.5%
LPL Financial
3
LPL Financial
California
$336M +$130M +1,981,826 +72%
Morgan Stanley
4
Morgan Stanley
New York
$335M +$6.7M +102,425 +2%
Citigroup
5
Citigroup
New York
$326M -$37.9M -579,692 -11%
TF
6
TIAA FSB
Florida
$302M -$3.3M -50,456 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$256M +$13.2M +202,436 +6%
EH
8
Equitable Holdings
New York
$235M +$652K +9,965 +0.3%
SFA
9
Sequoia Financial Advisors
Ohio
$220M +$11.1M +169,217 +6%
UBS Group
10
UBS Group
Switzerland
$220M -$9.39M -143,415 -4%
Wells Fargo
11
Wells Fargo
California
$214M +$9.62M +146,936 +5%
Ameriprise
12
Ameriprise
Minnesota
$175M +$3.11M +47,441 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$142M +$2.65M +40,539 +2%
SAG
14
SageView Advisory Group
California
$132M +$1.11M +17,026 +0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$123M +$8.11M +123,966 +8%
Truist Financial
16
Truist Financial
North Carolina
$102M +$13.1M +199,441 +16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$101M +$1.54M +23,532 +2%
W
18
Wealthquest
Ohio
$97.8M -$1.39M -21,174 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$95.6M +$3.68M +56,223 +4%
SAM
20
Silvercrest Asset Management
New York
$83.1M +$3.57M +54,564 +5%
QC
21
Quent Capital
New York
$77.4M +$4.29M +65,580 +6%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$72.1M -$8.41M -128,419 -11%
HSA
23
HBK Sorce Advisory
Pennsylvania
$68.9M -$1.26M -19,286 -2%
FHB
24
First Hawaiian Bank
Hawaii
$59.1M – – –
AssetMark Inc
25
AssetMark Inc
California
$55.6M +$2.25M +34,433 +5%
1
2 3 4 5

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.