Vanguard Russell 1000 Growth ETF
VONG
28 hedge funds and large institutions have $82M invested in Vanguard Russell 1000 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
27% more funds holding
Funds holding: 22 → 28 (+6)
4% more capital invested
Capital invested by funds: $78.6M → $82M (+$3.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.43M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.89M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.39M |
| 4 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$732K |
| 5 |
JP Morgan Chase
New York
|
+$610K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.98M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$872K |
| 5 |
Morgan Stanley
New York
|
-$871K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $60K | -$1.98M | -89,900 | -97% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $53K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $21K | +$20.5K | +932 | New |
|
|
29
Invesco
Atlanta,
Georgia
| – | -$1.5M | -68,100 | Closed |
|
VONG Hedge Fund Activity: Q1 2014 in Review
28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2014, worth a combined $82M — up 4.4% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VONG positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $3.43M. The largest seller was Susquehanna International Group, cutting an estimated $2.22M.
- 28 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $82M of Vanguard Russell 1000 Growth ETF stock for Q1 2014, up 4.4% quarter-over-quarter.
- 7 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2014 and 1 closed out, a net change of +6 holders.
- The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2014 was Ferguson Wellman Capital Management, an estimated $3.43M added.
- The largest Vanguard Russell 1000 Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2014.