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Vanguard Russell 1000 Growth ETF

129 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $800M → $1.04B (+$240M)

13.24% more ownership

Funds ownership: 173.25%186.49% (+13%)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

11% more funds holding

Funds holding: 116129 (+13)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
129
Holders Change
+13
Holders Change %
+11.21%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
22
Increased
43
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$1.06M +27,232 New
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$959K
BRWA
53
B. Riley Wealth Advisors
Florida
$954K +$118K +3,036 +15%
OCG
54
Opus Capital Group
Ohio
$931K -$1.32M -33,908 -59%
Goldman Sachs
55
Goldman Sachs
New York
$877K -$405K -10,416 -32%
CHA
56
Carmichael Hill & Associates
Maryland
$858K +$71.2K +1,832 +9%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$852K +$9.63K +248 +1%
GIM
58
Goelzer Investment Management
Indiana
$833K
SPI
59
Santori & Peters Inc
Pennsylvania
$831K +$65.6K +1,688 +9%
BF
60
BOK Financial
Oklahoma
$820K +$7.46K +192 +0.9%
AF
61
Advisornet Financial
Minnesota
$818K -$93.1K -2,396 -10%
PFPT
62
Pinnacle Financial Partners (Tennessee)
Tennessee
$761K -$6.21K -160 -0.8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$742K +$190K +4,880 +36%
ANBT
64
American National Bank & Trust
Texas
$712K
Brown Advisory
65
Brown Advisory
Maryland
$711K -$79.7K -2,052 -10%
PS
66
Portfolio Strategies
New York
$704K -$3.42K -88 -0.5%
NWS
67
Newport Wealth Strategies
California
$692K -$107K -2,744 -13%
Macquarie Group
68
Macquarie Group
Australia
$673K -$78.5K -2,020 -11%
PA
69
PFG Advisors
Arizona
$662K +$235K +6,052 +51%
CA
70
Cetera Advisors
Colorado
$649K +$632K +16,276 New
William Blair & Company
71
William Blair & Company
Illinois
$589K
PAG
72
Private Advisor Group
New Jersey
$550K +$535K +13,768 New
PI
73
PHH Investments
Texas
$545K +$1.71K +44 +0.3%
AI
74
Atria Investments
North Carolina
$499K +$195K +5,008 +67%
RC
75
RBO & Co
California
$480K

VONG Hedge Fund Activity: Q3 2018 in Review

129 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2018, worth a combined $1.04B — up 30% from $800M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VONG positions and 9 closed out — a net gain of 13 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was TIAA FSB, opening a new position worth an estimated $111M. The largest seller was UBS Group, cutting an estimated $11.3M.

  • 129 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2018, up from 116 in Q2 2018.
  • Funds reported $1.04B of Vanguard Russell 1000 Growth ETF stock for Q3 2018, up 30% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2018 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2018 was TIAA FSB, an estimated $111M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2018 was UBS Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2018.