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Vanguard Russell 1000 Growth ETF
VONG

62 hedge funds and large institutions have $354M invested in Vanguard Russell 1000 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

171.64% more ownership

Funds ownership: 0% → 171.64% (+172%)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $315M → $354M (+$39.1M)

11% more funds holding

Funds holding: 56 → 62 (+6)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.3M
2
Bank of America
Bank of America
North Carolina
+$10.4M
3
Jane Street
Jane Street
New York
+$6.56M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.54M
5
Comerica Bank
Comerica Bank
Texas
+$2.51M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$23.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.74M
3
CAN
Cetera Advisor Networks
California
-$1.5M
4
DP
Dearborn Partners
Illinois
-$1.36M
5
WS
Wedbush Securities
California
-$640K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$80K -$10.6K -400 -12%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$80K – – –
US Bancorp
53
US Bancorp
Minnesota
$77K -$7.98K -300 -9%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K +$63.1K +2,372 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$64K +$63.8K +2,400 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$38K – – –
Creative Planning
57
Creative Planning
Kansas
$27K -$10.6K -400 -28%
VWM
58
Valley Wealth Managers
New Jersey
$15K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.7K +252 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$6.99K – – –
BlackRock
61
BlackRock
New York
$2K +$1.81K +68 New
JCM
62
Janney Capital Management
Pennsylvania
– -$23.7M -889,136 Closed
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
– -$9.74M -364,624 Closed
DP
64
Dearborn Partners
Illinois
– -$1.36M -50,900 Closed
WS
65
Wedbush Securities
California
– -$640K -23,960 Closed
DCM
66
Donaldson Capital Management
Indiana
– -$459K -17,188 Closed
Millennium Management
67
Millennium Management
New York
– -$296K -11,092 Closed
Mariner
68
Mariner
Kansas
– -$37K -1,380 Closed
IWMPD
69
Integrated Wealth Management (Palm Desert)
California
– -$35K -1,324 Closed
CWM
70
Concert Wealth Management
California
– -$10K -368 Closed
1 2
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VONG Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2016, worth a combined $354M — up 12% from $315M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VONG positions and 9 closed out — a net gain of 6 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.3M. The largest seller was Janney Capital Management, exiting entirely with an estimated $23.7M sold.

  • 62 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2016, up from 56 in Q3 2016.
  • Funds reported $354M of Vanguard Russell 1000 Growth ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 15 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2016 and 9 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2016 was Morgan Stanley, an estimated $15.3M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2016 was Janney Capital Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2016.