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Vanguard Russell 1000 Growth ETF

298 hedge funds and large institutions have $3.96B invested in Vanguard Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

59% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 75

10% more funds holding

Funds holding: 271298 (+27)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$116M)

1.65% less ownership

Funds ownership: 57.45%55.8% (-1.7%)

Holders
298
Holders Change
+27
Holders Change %
+9.96%
% of All Funds
5.22%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
46
Increased
119
Reduced
75
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
26
Global Strategic Investment Solutions
Arizona
$35.3M +$2.87M +39,495 +9%
CNC
27
Citizens & Northern Corp
Pennsylvania
$33.5M -$3.04M -41,817 -8%
NFG
28
Nadler Financial Group
Illinois
$31.5M -$1.16M -15,955 -3%
AWA
29
Aaron Wealth Advisors
Illinois
$29.5M +$5.23M +71,962 +21%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$29M -$873K -12,000 -3%
HAFS
31
Hapanowicz & Associates Financial Services
Pennsylvania
$27.3M +$563K +7,742 +2%
WPWM
32
Windward Private Wealth Management
Kansas
$26.6M +$1.61M +22,135 +6%
CWC
33
Carolinas Wealth Consulting
North Carolina
$23.8M -$777K -10,679 -3%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$23.3M -$37M -508,592 -83%
Osaic Holdings
35
Osaic Holdings
Arizona
$23.1M +$1.27M +17,498 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$22.7M +$897K +12,337 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$21.3M +$391K +5,374 +2%
BPA
38
Beacon Pointe Advisors
California
$19.6M +$842K +11,580 +4%
CG
39
Colony Group
Massachusetts
$19.3M -$521K -7,159 -3%
Goldman Sachs
40
Goldman Sachs
New York
$18M +$579K +7,955 +3%
DDPIC
41
Deroy & Devereaux Private Investment Counsel
Michigan
$17.8M +$105K +1,450 +0.6%
CAM
42
Crestone Asset Management
Colorado
$17.3M +$2.29M +31,464 +15%
SFP
43
Strategic Financial Partners
Oregon
$16.7M +$833K +11,448 +5%
CCC
44
Crescent Capital Consulting
Louisiana
$16.6M +$65.6K +902 +0.4%
CFD
45
Creative Financial Designs
Indiana
$15.5M +$877K +12,051 +6%
KeyBank National Association
46
KeyBank National Association
Ohio
$14.1M +$1.06M +14,600 +8%
SFSG
47
Sound Financial Strategies Group
Mississippi
$13.3M +$10.9M +150,422 +396%
CCM
48
Condor Capital Management
New Jersey
$12.9M +$77.5K +1,065 +0.6%
WPW
49
Waldron Private Wealth
Pennsylvania
$12.4M +$946 +13 +0%
RCIM
50
Red Cedar Investment Management
Michigan
$12.3M +$2.16M +29,647 +20%

VONG Hedge Fund Activity: Q3 2021 in Review

298 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2021, worth a combined $3.96B — up 3% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VONG positions and 13 closed out — a net gain of 33 holders — while 119 added to existing stakes and 75 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $61.8M. The largest seller was Sequoia Financial Advisors, cutting an estimated $85.6M.

  • 298 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2021, up from 271 in Q2 2021.
  • Funds reported $3.96B of Vanguard Russell 1000 Growth ETF stock for Q3 2021, up 3% quarter-over-quarter.
  • 46 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2021 and 13 closed out, a net change of +33 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2021 was HBK Sorce Advisory, an estimated $61.8M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $85.6M sold.

Based on aggregated 13F filings for Q3 2021.