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Vanguard Russell 1000 Growth ETF

471 hedge funds and large institutions have $8.71B invested in Vanguard Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,498% more call options, than puts

Call options by funds: $767K | Put options by funds: $48K

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

32% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 139

5% more funds holding in top 10

Funds holding in top 10: 3941 (+2)

3% more funds holding

Funds holding: 457471 (+14)

1.7% more ownership

Funds ownership: 64.78%66.48% (+1.7%)

3% more capital invested

Capital invested by funds: $8.44B → $8.71B (+$273M)

Holders
471
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
7.48%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
57
Increased
183
Reduced
139
Closed
38
Calls
$767K
Puts
$48K
Net Calls
+$719K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.02B -$197M -2,773,559 -9%
AAS
2
Avantax Advisory Services
Texas
$730M +$404M +5,689,290 +114%
LPL Financial
3
LPL Financial
California
$337M +$12.5M +175,601 +4%
Morgan Stanley
4
Morgan Stanley
New York
$327M +$3.12M +43,855 +0.9%
Citigroup
5
Citigroup
New York
$325M +$9.93M +139,821 +3%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$289M +$300M +4,216,692 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$266M +$19.2M +270,168 +7%
Wells Fargo
8
Wells Fargo
California
$223M +$16.5M +232,845 +8%
EH
9
Equitable Holdings
New York
$217M -$10M -141,431 -4%
UBS Group
10
UBS Group
Switzerland
$211M -$1.78M -25,002 -0.8%
SFA
11
Sequoia Financial Advisors
Ohio
$210M -$2.29M -32,232 -1%
Ameriprise
12
Ameriprise
Minnesota
$204M +$36.8M +517,435 +21%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$136M -$1.59M -22,323 -1%
SAG
14
SageView Advisory Group
California
$131M +$3.48M +48,969 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$124M +$5.07M +71,309 +4%
Truist Financial
16
Truist Financial
North Carolina
$111M +$13.3M +186,629 +13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$99.2M +$1.8M +25,268 +2%
W
18
Wealthquest
Ohio
$94.6M -$38.6K -543 -0%
HighTower Advisors
19
HighTower Advisors
Illinois
$90.8M -$1.79M -25,228 -2%
SAM
20
Silvercrest Asset Management
New York
$80.8M +$445K +6,262 +0.5%
QC
21
Quent Capital
New York
$75.1M +$320K +4,502 +0.4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$71.9M +$2.26M +31,778 +3%
HSA
23
HBK Sorce Advisory
Pennsylvania
$66.5M -$136K -1,912 -0.2%
FHB
24
First Hawaiian Bank
Hawaii
$57.2M
Comerica Bank
25
Comerica Bank
Texas
$55.1M +$57.2M +804,663 New

VONG Hedge Fund Activity: Q3 2023 in Review

471 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2023, worth a combined $8.71B — up 3.2% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VONG positions and 38 closed out — a net gain of 19 holders — while 183 added to existing stakes and 139 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $404M. The largest seller was Bank of America, cutting an estimated $197M.

  • 471 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2023, up from 457 in Q2 2023.
  • Funds reported $8.71B of Vanguard Russell 1000 Growth ETF stock for Q3 2023, up 3.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2023 and 38 closed out, a net change of +19 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2023 was Avantax Advisory Services, an estimated $404M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2023 was Bank of America, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2023.