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Vanguard Russell 1000 Growth ETF
VONG

89 hedge funds and large institutions have $646M invested in Vanguard Russell 1000 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

20% more funds holding

Funds holding: 74 → 89 (+15)

17% more capital invested

Capital invested by funds: $554M → $646M (+$92M)

11.76% more ownership

Funds ownership: 164.31% → 176.07% (+12%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
25
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
+$19.2M
2
Wells Fargo
Wells Fargo
California
+$15.4M
3
Bank of America
Bank of America
North Carolina
+$10.4M
4
CG
Colony Group
Massachusetts
+$6.44M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
3
Morgan Stanley
Morgan Stanley
New York
-$4.33M
4
CM
Cornerstone Management
Georgia
-$3.27M
5
TSS
Two Sigma Securities
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
26
Balentine LLC
Georgia
$2.59M -$1.42M -42,248 -36%
PPA
27
Parametric Portfolio Associates
Washington
$2.59M -$1.42M -42,248 -36%
C
28
Clearshares
New York
$2.53M +$2.44M +72,752 New
OCG
29
Opus Capital Group
Ohio
$2.24M -$26.1K -776 -1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.15M +$2.09M +62,180 New
NWS
31
Newport Wealth Strategies
California
$1.71M +$1.56M +46,356 New
PFS
32
Prospera Financial Services
Texas
$1.71M +$124K +3,680 +8%
CS
33
Comerica Securities
Michigan
$1.66M – – –
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.37M +$646K +19,220 +94%
Brown Advisory
35
Brown Advisory
Maryland
$1.35M -$299K -8,900 -19%
RJA
36
Raymond James & Associates
Florida
$1.33M +$44.6K +1,328 +4%
TH
37
Timber Hill
Connecticut
$1.28M – – –
AG
38
Advisor Group
Arizona
$1.2M -$119K -3,536 -9%
IH
39
IFC Holdings
Florida
$1.06M +$53K +1,576 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.03M -$88.3K -2,628 -8%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$966K – – –
BTS
42
BB&T Securities
Virginia
$892K +$259K +7,704 +42%
AF
43
Advisornet Financial
Minnesota
$866K +$843K +25,088 New
Macquarie Group
44
Macquarie Group
Australia
$774K -$179K -5,320 -19%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$694K -$4.33M -128,844 -86%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$649K +$158K +4,716 +33%
PS
47
Portfolio Strategies
New York
$614K +$598K +17,792 New
CHA
48
Carmichael Hill & Associates
Maryland
$589K +$573K +17,068 New
Jane Street
49
Jane Street
New York
$569K +$554K +16,500 New
William Blair & Company
50
William Blair & Company
Illinois
$508K – – –
1
2
3 4

VONG Hedge Fund Activity: Q4 2017 in Review

89 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2017, worth a combined $646M — up 17% from $554M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VONG positions and 8 closed out — a net gain of 16 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $19.2M. The largest seller was UBS Group, cutting an estimated $8.03M.

  • 89 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $646M of Vanguard Russell 1000 Growth ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 24 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2017 and 8 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2017 was Suntrust Banks, an estimated $19.2M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2017 was UBS Group, an estimated $8.03M sold.

Based on aggregated 13F filings for Q4 2017.