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Vanguard Russell 1000 Growth ETF

116 hedge funds and large institutions have $800M invested in Vanguard Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $736M → $800M (+$64.4M)

6% more funds holding

Funds holding: 109116 (+7)

6.4% less ownership

Funds ownership: 179.65%173.25% (-6.4%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
18
Increased
34
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$4.87M +$613K +16,936 +15%
BAMG
27
Brand Asset Management Group
Missouri
$4.42M +$4.36M +120,332 New
FIM
28
Freedom Investment Management
Connecticut
$3.3M +$1.12M +30,984 +53%
DDPOM
29
Delta Dental Plan of Michigan
Michigan
$3.18M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.08M -$94K -2,596 -3%
TAM
31
Trust Asset Management
Texas
$3.03M +$2.99M +82,560 New
Invesco
32
Invesco
Georgia
$2.8M -$94.1K -2,600 -3%
BL
33
Balentine LLC
Georgia
$2.7M -$54.7K -1,512 -2%
PPA
34
Parametric Portfolio Associates
Washington
$2.7M -$54.7K -1,512 -2%
C
35
Clearshares
New York
$2.68M -$70.8K -1,956 -3%
RJA
36
Raymond James & Associates
Florida
$2.63M +$1.21M +33,424 +87%
OCG
37
Opus Capital Group
Ohio
$2.1M -$147K -4,068 -7%
PFS
38
Prospera Financial Services
Texas
$2.07M +$9.41K +260 +0.5%
CS
39
Comerica Securities
Michigan
$1.99M +$137K +3,796 +8%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.93M -$3.31M -91,572 -64%
PCG
41
Private Capital Group
Connecticut
$1.74M -$14.9K -412 -0.9%
SS
42
Simplicity Solutions
Minnesota
$1.68M +$1.65M +45,556 New
TAIM
43
TD Ameritrade Investment Management
Nebraska
$1.67M +$1.64M +45,424 New
GLA
44
Good Life Advisors
Pennsylvania
$1.59M +$106K +2,916 +7%
SI
45
Stephens Inc
Arkansas
$1.4M +$1.38M +38,140 New
Goldman Sachs
46
Goldman Sachs
New York
$1.19M +$1.17M +32,372 New
IIC
47
Integrated Investment Consultants
Michigan
$1.1M -$10.3K -284 -0.9%
AG
48
Advisor Group
Arizona
$1.05M +$3.91K +108 +0.4%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$882K
AF
50
Advisornet Financial
Minnesota
$841K

VONG Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2018, worth a combined $800M — up 8.8% from $736M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONG positions and 9 closed out — a net gain of 9 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Nadler Financial Group, opening a new position worth an estimated $12.6M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $6.26M sold.

  • 116 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $800M of Vanguard Russell 1000 Growth ETF stock for Q2 2018, up 8.8% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2018 and 9 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2018 was Nadler Financial Group, an estimated $12.6M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2018 was Cetera Advisor Networks, an estimated $6.26M sold.

Based on aggregated 13F filings for Q2 2018.