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Vanguard Russell 1000 Growth ETF

70 hedge funds and large institutions have $464M invested in Vanguard Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $417M → $464M (+$47.5M)

11% more funds holding

Funds holding: 6370 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

30.3% less ownership

Funds ownership: 186.68%156.38% (-30%)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
32
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
51
Virtu KCG Holdings
New York
$253K -$489K -16,248 -66%
OC
52
Oppenheimer & Co
New York
$243K -$12K -400 -5%
PFO
53
Pathstone Family Office
New Jersey
$177K +$722 +24 +0.4%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$164K +$162K +5,384 New
JP Morgan Chase
55
JP Morgan Chase
New York
$121K -$28.6K -952 -19%
US Bancorp
56
US Bancorp
Minnesota
$87K
Citigroup
57
Citigroup
New York
$85K +$9.03K +300 +12%
NFG
58
Next Financial Group
Texas
$67K
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$61K +$60.2K +2,000 New
MIFH
60
Migdal Insurance & Financial Holdings
Israel
$59K +$59K +1,960 New
RCG
61
Ruggie Capital Group
Florida
$55K +$54.5K +1,812 New
FANJ
62
Financial Architects (New Jersey)
New Jersey
$43K
IP
63
Isthmus Partners
Wisconsin
$35K +$34.3K +1,140 New
Creative Planning
64
Creative Planning
Kansas
$31K
CFA
65
Carroll Financial Associates
North Carolina
$31K +$30.7K +1,020 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$8K
WEC
67
Winslow Evans & Crocker
Massachusetts
$7.91K -$120 -4 -2%
BTIS
68
BB&T Investment Services
North Carolina
$7K +$7.22K +240 New
BlackRock
69
BlackRock
New York
$3K +$602 +20 +29%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
-$1.24M -42,524 Closed
FTS
71
Fifth Third Securities
Ohio
-$217K -7,448 Closed
CTA
72
Chesley Taft & Associates
Illinois
-$206K -7,060 Closed
VWM
73
Valley Wealth Managers
New Jersey
-$16K -540 Closed

VONG Hedge Fund Activity: Q2 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2017, worth a combined $464M — up 11% from $417M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VONG positions and 4 closed out — a net gain of 7 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $11.1M. The largest seller was Hapanowicz & Associates Financial Services, cutting an estimated $4.04M.

  • 70 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2017, up from 63 in Q1 2017.
  • Funds reported $464M of Vanguard Russell 1000 Growth ETF stock for Q2 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2017 and 4 closed out, a net change of +7 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2017 was Suntrust Banks, an estimated $11.1M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2017 was Hapanowicz & Associates Financial Services, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2017.