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Vanguard Russell 1000 Growth ETF

580 hedge funds and large institutions have $12.1B invested in Vanguard Russell 1000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 27

127% more call options, than puts

Call options by funds: $589K | Put options by funds: $260K

33% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 171

8% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$910M)

7% more funds holding

Funds holding: 542580 (+38)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

2.67% less ownership

Funds ownership: 65.84%63.17% (-2.7%)

Holders
580
Holders Change
+38
Holders Change %
+7.01%
% of All Funds
8.35%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.65%
New
73
Increased
228
Reduced
171
Closed
27
Calls
$589K
Puts
$260K
Net Calls
+$329K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.57B -$42.2M -509,247 -2%
Ameriprise
2
Ameriprise
Minnesota
$980M +$33.9M +409,213 +4%
AAS
3
Avantax Advisory Services
Texas
$933M +$5.01M +60,374 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$502M -$365M -4,403,093 -43%
LPL Financial
5
LPL Financial
California
$398M -$44.2M -532,520 -10%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$387M +$15.4M +185,636 +4%
Citigroup
7
Citigroup
New York
$386M -$13.6M -163,752 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$334M +$1.32M +15,917 +0.4%
UBS Group
9
UBS Group
Switzerland
$287M +$14.4M +173,701 +6%
SFA
10
Sequoia Financial Advisors
Ohio
$284M -$1.33M -15,990 -0.5%
EH
11
Equitable Holdings
New York
$284M +$15.3K +185 +0%
Wells Fargo
12
Wells Fargo
California
$280M -$15.6M -188,445 -6%
Truist Financial
13
Truist Financial
North Carolina
$173M +$37.1M +447,783 +29%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$165M -$6.87M -82,857 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$162M +$6.26M +75,507 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$125M -$2.25M -27,127 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$124M +$2.75M +33,155 +2%
W
18
Wealthquest
Ohio
$113M -$4.77M -57,480 -4%
SAM
19
Silvercrest Asset Management
New York
$108M +$1.83M +22,083 +2%
QC
20
Quent Capital
New York
$104M +$7.13M +85,945 +8%
Prudential Financial
21
Prudential Financial
New Jersey
$100M +$31M +373,304 +48%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$91.6M -$1.6M -19,326 -2%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$70.2M +$65.7M +792,264 +6,100%
FHB
24
First Hawaiian Bank
Hawaii
$68.3M -$3.9M -46,960 -6%
Comerica Bank
25
Comerica Bank
Texas
$67.2M -$1.63M -19,698 -2%

VONG Hedge Fund Activity: Q1 2024 in Review

580 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2024, worth a combined $12.1B — up 8.1% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VONG positions and 27 closed out — a net gain of 46 holders — while 228 added to existing stakes and 171 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $65.7M. The largest seller was Morgan Stanley, cutting an estimated $365M.

  • 580 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2024, up from 542 in Q4 2023.
  • Funds reported $12.1B of Vanguard Russell 1000 Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 73 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2024 and 27 closed out, a net change of +46 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2024 was Bank of Montreal, an estimated $65.7M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $365M sold.

Based on aggregated 13F filings for Q1 2024.