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VONG

Vanguard Russell 1000 Growth ETF
1W: -1.0% 1M: +4.2% 3M: +9.8% YTD: +5.7% 1Y: +25.3% 3Y: +104.0% 5Y: +105.0%
$128.62
+0.30 (+0.23%)
 
Weekly Expected Move ±1.9%
$123 $126 $128 $130 $133
ETF NASDAQ · AUM $50.7B

Institutional Ownership — VONG

937
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
90
New Positions
309
Increased
379
Reduced
139
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1013 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 76,119,779 9.8B +24,863,877 +48.5% 13Q SEC ↗
2 UBS Group AG 28,823,535 3.7B +25,086,363 +671.3% 13Q SEC ↗
3 LPL Financial LLC 16,782,350 2.2B +8,608,153 +105.3% 13Q SEC ↗
4 Cetera Investment Advisers 9,492,332 1.2B -719,133 -7.0% 13Q SEC ↗
5 MORGAN STANLEY 8,657,734 1.1B -164,298 -1.9% 12Q SEC ↗
6 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW 5,659,298 $728M +0.0% 1Q SEC ↗
7 UBS AM, a distinct business unit of UB 5,184,899 $667M +4,171,526 +411.6% 2Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 5,066,913 $652M +1,645,822 +48.1% 13Q SEC ↗
9 WELLS FARGO & COMPANY/MN 4,229,899 $544M +245,413 +6.2% 12Q SEC ↗
10 AMERIPRISE FINANCIAL INC 3,975,193 $511M -378 -0.0% 13Q SEC ↗
11 CITIGROUP INC 3,491,303 $449M -1,288 -0.0% 12Q SEC ↗
12 Sequoia Financial Advisors, LLC 3,481,927 $448M -63,250 -1.8% 13Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 3,114,782 $401M +4,998 +0.2% 6Q SEC ↗
14 Creative Planning 2,150,175 $277M +2,028,571 +1668.2% 13Q SEC ↗
15 JONES FINANCIAL COMPANIES LLLP 2,077,244 $267M +534,582 +34.7% 10Q SEC ↗
16 SageView Advisory Group, LLC 2,027,559 $261M -79,459 -3.8% 12Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC 2,014,742 $259M +30,536 +1.5% 13Q SEC ↗
18 TRUIST FINANCIAL CORP 1,954,543 $251M +13,924 +0.7% 13Q SEC ↗
19 HighTower Advisors, LLC 1,870,728 $241M +45,287 +2.5% 13Q SEC ↗
20 Janney Montgomery Scott LLC 1,803,853 $232M +220,766 +13.9% 6Q SEC ↗
21 Valpey Financial Services, LLC 1,751,389 $225M +1,736,753 +11866.3% 3Q SEC ↗
22 JABODON PT CO 1,634,211 $210M +174,729 +12.0% 2Q SEC ↗
23 Equitable Holdings, Inc. 1,556,697 $200M -1,225,243 -44.0% 13Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,382,090 $178M -25,921 -1.8% 13Q SEC ↗
25 GOLDMAN SACHS GROUP INC 1,308,614 $168M +149,540 +12.9% 13Q SEC ↗
26 ROYAL BANK OF CANADA 1,288,656 $166M +193,959 +17.7% 13Q SEC ↗
27 Pathstone Holdings, LLC 1,251,581 $161M +102,638 +8.9% 10Q SEC ↗
28 FIFTH THIRD BANCORP 1,247,760 $160M +658,343 +111.7% 13Q SEC ↗
29 PRUDENTIAL FINANCIAL INC 1,131,214 $145M -40,915 -3.5% 13Q SEC ↗
30 Quent Capital, LLC 1,095,021 $141M +41,771 +4.0% 13Q SEC ↗
31 Beacon Pointe Advisors, LLC 1,073,317 $138M +209,889 +24.3% 13Q SEC ↗
32 Quent Long Short Global Small Cap Fund NEW 1,053,250 $135M +0.0% 1Q SEC ↗
33 JPMORGAN CHASE & CO 1,007,536 $130M +339,971 +50.9% 13Q SEC ↗
34 Cerity Partners LLC 991,753 $128M +161,989 +19.5% 13Q SEC ↗
35 PNC FINANCIAL SERVICES GROUP, INC. 960,375 $124M +41,377 +4.5% 13Q SEC ↗
36 Corient Private Wealth LLC 907,508 $117M -1,005,489 -52.6% 13Q SEC ↗
37 Aaron Wealth Advisors LLC 863,072 $111M +141,741 +19.6% 13Q SEC ↗
38 Apollon Wealth Management, LLC 846,825 $109M -32,850 -3.7% 13Q SEC ↗
39 SILVERCREST ASSET MANAGEMENT GROUP LLC 775,133 $100M -181,144 -18.9% 13Q SEC ↗
40 Cresset Asset Management, LLC 720,571 $93M +286,919 +66.2% 10Q SEC ↗
41 Rockefeller Capital Management L.P. 716,080 $92M -13,262 -1.8% 13Q SEC ↗
42 Global Strategic Investment Solutions, 695,315 $89M +61,473 +9.7% 13Q SEC ↗
43 COMERICA BANK 673,006 $87M -3,801 -0.6% 10Q SEC ↗
44 LPWM LLC 660,553 $85M +840 +0.1% 13Q SEC ↗
45 WestHill Financial Advisors, Inc. 654,798 $84M +29,129 +4.7% 13Q SEC ↗
46 93 Financial Group, LLC 599,199 $77M +7,455 +1.3% 2Q SEC ↗
47 TWO SIGMA INVESTMENTS, LP 594,100 $76M +589,500 +12815.2% 10Q SEC ↗
48 CAPTRUST FINANCIAL ADVISORS 588,709 $76M +10,764 +1.9% 13Q SEC ↗
49 Wealthquest Corp 582,273 $75M +0.0% 13Q SEC ↗
50 SCS Capital Management LLC 581,773 $75M -39,647 -6.4% 5Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
UBS Group AG +25,086,363 +671.3% 28,823,535
BANK OF AMERICA CORP /DE +24,863,877 +48.5% 76,119,779
LPL Financial LLC +8,608,153 +105.3% 16,782,350
UBS AM, a distinct business unit of +4,171,526 +411.6% 5,184,899
Creative Planning +2,028,571 +1668.2% 2,150,175
Valpey Financial Services, LLC +1,736,753 +11866.3% 1,751,389
ENVESTNET ASSET MANAGEMENT INC +1,645,822 +48.1% 5,066,913
FIFTH THIRD BANCORP +658,343 +111.7% 1,247,760
TWO SIGMA INVESTMENTS, LP +589,500 +12815.2% 594,100
JONES FINANCIAL COMPANIES LLLP +534,582 +34.7% 2,077,244
JPMORGAN CHASE & CO +339,971 +50.9% 1,007,536
Cresset Asset Management, LLC +286,919 +66.2% 720,571
NATIXIS ADVISORS, LLC +266,260 +297.2% 355,836
Cynosure Group, LLC +259,515 +7637.3% 262,913
One Capital Management, LLC +245,706 +144.0% 416,362
WELLS FARGO & COMPANY/MN +245,413 +6.2% 4,229,899
Janney Montgomery Scott LLC +220,766 +13.9% 1,803,853
CIBC Private Wealth Group LLC +214,551 +2053.7% 224,998
Beacon Pointe Advisors, LLC +209,889 +24.3% 1,073,317
Arrowroot Family Office, LLC +206,674 +106.8% 400,114
Biggest Decreases (20)
HolderReducedChange %Total Shares
TIAA TRUST, NATIONAL ASSOCIATION -4,397,728 -91.9% 386,161
Equitable Holdings, Inc. -1,225,243 -44.0% 1,556,697
Corient Private Wealth LLC -1,005,489 -52.6% 907,508
Cetera Investment Advisers -719,133 -7.0% 9,492,332
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -208,274 -50.0% 208,274
BANK OF MONTREAL /CAN -194,714 -78.5% 53,376
HBK Sorce Advisory LLC -191,490 -53.5% 166,672
SILVERCREST ASSET MANAGEMENT GROUP -181,144 -18.9% 775,133
MORGAN STANLEY -164,298 -1.9% 8,657,734
Clearstead Advisors, LLC -157,384 -28.7% 391,535
Arax Advisory Partners -135,011 -85.8% 22,277
M&T Bank Corp -125,615 -45.9% 148,262
WEALTH ENHANCEMENT ADVISORY SERVICE -119,053 -33.1% 240,818
World Investment Advisors -114,498 -67.9% 54,060
VANCE WEALTH, LLC -105,794 -45.6% 126,290
Blue Barn Wealth, LLC -100,153 -60.4% 65,558
LVW Advisors, LLC -92,948 -22.5% 319,679
SageView Advisory Group, LLC -79,459 -3.8% 2,027,559
MML INVESTORS SERVICES, LLC -71,079 -20.5% 275,151
Sequoia Financial Advisors, LLC -63,250 -1.8% 3,481,927

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms