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Vanguard Russell 1000 Growth ETF

613 hedge funds and large institutions have $12.9B invested in Vanguard Russell 1000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $141K

84% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 171

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$813M)

6% more funds holding

Funds holding: 580613 (+33)

1.05% less ownership

Funds ownership: 63.17%62.13% (-1%)

Holders
613
Holders Change
+33
Holders Change %
+5.69%
% of All Funds
8.85%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
83
Increased
219
Reduced
171
Closed
45
Calls
$1.1M
Puts
$141K
Net Calls
+$957K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.81B +$22.6M +256,579 +0.9%
AAS
2
Avantax Advisory Services
Texas
$999M -$10.5M -119,219 -1%
Morgan Stanley
3
Morgan Stanley
New York
$570M +$25M +284,616 +5%
LPL Financial
4
LPL Financial
California
$440M +$8.35M +94,966 +2%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$432M +$12.8M +146,165 +3%
Citigroup
6
Citigroup
New York
$408M -$9.29M -105,679 -2%
Ameriprise
7
Ameriprise
Minnesota
$402M -$617M -7,017,534 -62%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$361M -$716K -8,151 -0.2%
UBS Group
9
UBS Group
Switzerland
$323M +$11.5M +130,317 +4%
EH
10
Equitable Holdings
New York
$315M +$7.01M +79,759 +2%
SFA
11
Sequoia Financial Advisors
Ohio
$311M +$3.47M +39,480 +1%
Wells Fargo
12
Wells Fargo
California
$304M +$763K +8,678 +0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$191M +$14.5M +165,029 +9%
SAG
14
SageView Advisory Group
California
$183M +$164M +1,861,468 +2,128%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$181M +$1.71M +19,502 +1%
Truist Financial
16
Truist Financial
North Carolina
$172M -$14.1M -160,832 -8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$160M +$23.2M +264,005 +18%
HighTower Advisors
18
HighTower Advisors
Illinois
$134M -$695K -7,906 -0.6%
UBS AM
19
UBS AM
Illinois
$128M +$119M +1,359,162 New
SAM
20
Silvercrest Asset Management
New York
$117M +$653K +7,428 +0.6%
QC
21
Quent Capital
New York
$115M +$3.11M +35,381 +3%
W
22
Wealthquest
Ohio
$113M -$8.71M -99,075 -8%
Prudential Financial
23
Prudential Financial
New Jersey
$102M -$6.05M -68,848 -6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$88.5M -$9.97M -113,429 -11%
FHB
25
First Hawaiian Bank
Hawaii
$73.9M

VONG Hedge Fund Activity: Q2 2024 in Review

613 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2024, worth a combined $12.9B — up 6.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VONG positions and 45 closed out — a net gain of 38 holders — while 219 added to existing stakes and 171 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $164M. The largest seller was Ameriprise, cutting an estimated $617M.

  • 613 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2024, up from 580 in Q1 2024.
  • Funds reported $12.9B of Vanguard Russell 1000 Growth ETF stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 83 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2024 and 45 closed out, a net change of +38 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2024 was SageView Advisory Group, an estimated $164M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2024 was Ameriprise, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2024.