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VONG Institutional Ownership

Vanguard Russell 1000 Growth ETF
1W: +0.7% 1M: +4.3% 3M: +3.4% YTD: +7.7% 1Y: +7.9% 3Y: +95.0% 5Y: +82.6%
$130.82
+1.42 (+1.10%)
 
Weekly Expected Move ±2.0%
$126 $128 $131 $133 $136
ETF NASDAQ · AUM $57.3B

Institutional Ownership — VONG

979
Institutional Holders
+46 vs prior quarter
0.0%
Ownership
+0.00pp
32B
Total Invested
132
New Positions
366
Increased
289
Reduced
25
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1035 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 75,510,712 9.9B -609,067 -0.8% 15Q SEC ↗
2 UBS Group AG 29,798,193 3.9B +974,658 +3.4% 21Q SEC ↗
3 LPL Financial LLC 17,043,233 2.2B +260,883 +1.6% 54Q SEC ↗
4 MORGAN STANLEY 10,112,210 1.3B +375,632 +3.9% 60Q SEC ↗
5 Cetera Investment Advisers 9,549,145 1.2B +56,813 +0.6% 23Q SEC ↗
6 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S 5,666,238 741M +6,940 +0.1% 2Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 5,410,693 708M +343,780 +6.8% 32Q SEC ↗
8 WELLS FARGO & COMPANY/MN 4,492,677 588M +252,290 +5.9% 57Q SEC ↗
9 UBS AM, a distinct business unit of UB 4,253,714 556M -931,185 -18.0% 3Q SEC ↗
10 CITIGROUP INC 3,577,452 468M -15,507 -0.4% 15Q SEC ↗
11 AMERIPRISE FINANCIAL INC 3,510,147 459M -465,046 -11.7% 16Q SEC ↗
12 Sequoia Financial Advisors, LLC 3,426,943 448M -54,984 -1.6% 41Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 3,179,933 416M +65,151 +2.1% 7Q SEC ↗
14 Janney Montgomery Scott LLC 2,060,897 270M +257,044 +14.2% 7Q SEC ↗
15 TRUIST FINANCIAL CORP 2,052,685 269M +98,142 +5.0% 27Q SEC ↗
16 COMMONWEALTH EQUITY SERVICES, LLC 2,046,952 268M +32,210 +1.6% 35Q SEC ↗
17 Creative Planning 2,010,520 263M -139,655 -6.5% 34Q SEC ↗
18 SageView Advisory Group, LLC 1,931,426 253M -131,644 -6.4% 15Q SEC ↗
19 JONES FINANCIAL COMPANIES LLLP 1,927,184 252M -150,060 -7.2% 11Q SEC ↗
20 HighTower Advisors, LLC 1,865,989 244M -4,739 -0.3% 22Q SEC ↗
21 JABODON PT CO 1,708,907 224M +74,696 +4.6% 3Q SEC ↗
22 NOMURA ASSET MANAGEMENT INTERNATIONAL NEW 1,674,624 219M — +0.0% 1Q SEC ↗
23 Equitable Holdings, Inc. 1,575,282 206M +18,585 +1.2% 26Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,455,258 190M +73,168 +5.3% 26Q SEC ↗
25 Pathstone Holdings, LLC 1,386,338 181M +134,757 +10.8% 11Q SEC ↗
26 Cerity Partners LLC 1,266,738 166M +274,985 +27.7% 25Q SEC ↗
27 Cresset Asset Management, LLC 1,255,576 164M +535,005 +74.2% 11Q SEC ↗
28 FIFTH THIRD BANCORP 1,242,770 163M -4,990 -0.4% 26Q SEC ↗
29 ROYAL BANK OF CANADA 1,226,410 160M -62,246 -4.8% 61Q SEC ↗
30 Beacon Pointe Advisors, LLC 1,190,589 156M +117,272 +10.9% 31Q SEC ↗
31 Apollon Wealth Management, LLC 1,133,318 148M +286,493 +33.8% 16Q SEC ↗
32 Quent Capital, LLC 1,119,968 147M +24,947 +2.3% 19Q SEC ↗
33 GOLDMAN SACHS GROUP INC 1,097,771 144M -210,843 -16.1% 15Q SEC ↗
34 PRUDENTIAL FINANCIAL INC 1,072,320 140M -58,894 -5.2% 27Q SEC ↗
35 JPMORGAN CHASE & CO 989,491 129M -18,045 -1.8% 44Q SEC ↗
36 PNC Financial Services Group, Inc. 957,966 125M -2,409 -0.3% 15Q SEC ↗
37 Corient Private Wealth LP 843,403 110M -64,105 -7.1% 15Q SEC ↗
38 Aaron Wealth Advisors LLC 797,921 104M -65,151 -7.5% 23Q SEC ↗
39 Rockefeller Capital Management L.P. 764,316 100M +48,236 +6.7% 22Q SEC ↗
40 Global Strategic Investment Solutions, 687,743 90M -7,572 -1.1% 22Q SEC ↗
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 683,725 89M -91,408 -11.8% 40Q SEC ↗
42 LPWM LLC 682,435 89M +21,882 +3.3% 27Q SEC ↗
43 WestHill Financial Advisors, Inc. 655,188 86M +390 +0.1% 20Q SEC ↗
44 SCS Capital Management LLC 638,200 83M +56,427 +9.7% 6Q SEC ↗
45 93 Financial Group, LLC 601,405 79M +2,206 +0.4% 3Q SEC ↗
46 Alliance Wealth Advisors, LLC /UT 554,931 73M +100,339 +22.1% 4Q SEC ↗
47 Baltimore-Washington Financial Advisor 553,037 72M +16,000 +3.0% 16Q SEC ↗
48 Waldron Private Wealth LLC 534,614 70M -11,753 -2.2% 30Q SEC ↗
49 Hapanowicz & Associates Financial Serv 531,074 69M +3,114 +0.6% 39Q SEC ↗
50 Nadler Financial Group, Inc. 525,540 69M +4,129 +0.8% 33Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
UBS Group AG +974,658 +3.4% 29,798,193
Cresset Asset Management, LLC +535,005 +74.2% 1,255,576
MORGAN STANLEY +375,632 +3.9% 10,112,210
ENVESTNET ASSET MANAGEMENT INC +343,780 +6.8% 5,410,693
Apollon Wealth Management, LLC +286,493 +33.8% 1,133,318
Cerity Partners LLC +274,985 +27.7% 1,266,738
LPL Financial LLC +260,883 +1.6% 17,043,233
Janney Montgomery Scott LLC +257,044 +14.2% 2,060,897
WELLS FARGO & COMPANY/MN +252,290 +5.9% 4,492,677
AMG National Trust Bank +173,563 +270.2% 237,808
CIBC Bancorp USA Inc. +151,585 +41.4% 518,038
Arax Advisory Partners +150,819 +677.0% 173,096
Tower Research Capital LLC (TRC) +136,179 +1945414.3% 136,186
Pathstone Holdings, LLC +134,757 +10.8% 1,386,338
Beacon Pointe Advisors, LLC +117,272 +10.9% 1,190,589
NewEdge Advisors, LLC +109,904 +33.3% 440,091
Zhang Financial LLC +102,541 +167.5% 163,754
Alliance Wealth Advisors, LLC /UT +100,339 +22.1% 554,931
TRUIST FINANCIAL CORP +98,142 +5.0% 2,052,685
BTG Pactual Asset Management US LLC +95,167 +126.6% 170,312
Biggest Decreases (20)
HolderReducedChange %Total Shares
UBS AM, a distinct business unit of -931,185 -18.0% 4,253,714
BANK OF AMERICA CORP /DE -609,067 -0.8% 75,510,712
AMERIPRISE FINANCIAL INC -465,046 -11.7% 3,510,147
GOLDMAN SACHS GROUP INC -210,843 -16.1% 1,097,771
NATIXIS ADVISORS, LLC -172,780 -48.6% 183,056
JONES FINANCIAL COMPANIES LLLP -150,060 -7.2% 1,927,184
Creative Planning -139,655 -6.5% 2,010,520
ASSETMARK, INC -135,516 -29.6% 321,550
Private Advisor Group, LLC -132,941 -52.6% 119,994
SageView Advisory Group, LLC -131,644 -6.4% 1,931,426
Focus Partners Wealth -128,651 -81.8% 28,649
CREATIVE FINANCIAL DESIGNS INC /ADV -116,434 -44.2% 147,277
IEQ CAPITAL, LLC -99,833 -47.4% 110,723
SILVERCREST ASSET MANAGEMENT GROUP -91,408 -11.8% 683,725
Lebenthal Global Advisors, LLC -75,218 -51.4% 71,047
Mariner, LLC -68,623 -14.8% 396,131
VOYA INVESTMENT MANAGEMENT LLC -67,114 -78.9% 17,982
Merit Financial Group, LLC -65,665 -53.6% 56,826
Aaron Wealth Advisors LLC -65,151 -7.5% 797,921
Corient Private Wealth LP -64,105 -7.1% 843,403

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