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Vanguard Russell 1000 Growth ETF
VONG

51 hedge funds and large institutions have $257M invested in Vanguard Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $238M → $257M (+$18.5M)

2% more funds holding

Funds holding: 50 → 51 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
+$25.2M
2
Wells Fargo
Wells Fargo
California
+$15.4M
3
Comerica Bank
Comerica Bank
Texas
+$4.23M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.85M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$14.1M
2
LPL Financial
LPL Financial
California
-$13.9M
3
Goldman Sachs
Goldman Sachs
New York
-$8.08M
4
BF
BOK Financial
Oklahoma
-$3.07M
5
Jane Street
Jane Street
New York
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$728K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$551K -$957K -37,400 -64%
SCG
28
Sonata Capital Group
Washington
$386K – – –
UCFA
29
United Capital Financial Advisors
Texas
$346K -$1.02K -40 -0.3%
IA
30
IFP Advisors
Florida
$297K +$73.1K +2,856 +33%
VF
31
Virtu Financial
New York
$286K +$285K +11,132 New
Millennium Management
32
Millennium Management
New York
$285K -$193K -7,552 -40%
AG
33
Advisor Group
Arizona
$273K +$276K +10,780 New
SFA
34
Sequoia Financial Advisors
Ohio
$270K +$270K +10,560 New
BF
35
BOK Financial
Oklahoma
$252K -$3.07M -119,876 -92%
WS
36
Wedbush Securities
California
$251K +$251K +9,804 New
BTS
37
BB&T Securities
Virginia
$245K +$45.1K +1,764 +23%
OC
38
Oppenheimer & Co
New York
$220K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$207K -$51.5K -2,012 -20%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$201K +$201K +7,840 New
Citigroup
41
Citigroup
New York
$95K -$23.8K -928 -20%
US Bancorp
42
US Bancorp
Minnesota
$81K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$76K – – –
NFG
44
Next Financial Group
Texas
$51K – – –
MFS
45
MSI Financial Services
Massachusetts
$49K -$137K -5,360 -74%
Creative Planning
46
Creative Planning
Kansas
$36K – – –
FANJ
47
Financial Architects (New Jersey)
New Jersey
$36K – – –
IWMPD
48
Integrated Wealth Management (Palm Desert)
California
$34K – – –
DSN
49
D. Scott Neal
Kentucky
$33K +$32.8K +1,280 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$6.66K +$102 +4 +2%
1
2
3

VONG Hedge Fund Activity: Q2 2016 in Review

51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2016, worth a combined $257M — up 7.8% from $238M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VONG positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $25.2M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $14.1M sold.

  • 51 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2016, up from 50 in Q1 2016.
  • Funds reported $257M of Vanguard Russell 1000 Growth ETF stock for Q2 2016, up 7.8% quarter-over-quarter.
  • 9 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2016 and 8 closed out, a net change of +1 holder.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2016 was Janney Capital Management, an estimated $25.2M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2016 was Janney Montgomery Scott, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2016.