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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
CPIG
101
Chicago Partners Investment Group
Illinois
$139K
UBS AM
102
UBS AM
Illinois
$135K -$16.8K -432 -11%
US Bancorp
103
US Bancorp
Minnesota
$121K
CFGS
104
Concourse Financial Group Securities
Alabama
$119K +$115K +2,964 New
PFO
105
Pathstone Family Office
New Jersey
$112K -$44.6K -1,148 -29%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$110K +$107K +2,764 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$104K
PO
108
Private Ocean
California
$97K +$155 +4 +0.2%
Citigroup
109
Citigroup
New York
$96K -$27.2K -700 -23%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$83K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$64K +$52.7K +1,356 +538%
ADL
112
Asset Dedication LLC
California
$59K -$7.46K -192 -12%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$56K
SWP
114
Stratos Wealth Partners
Ohio
$54K +$52.5K +1,352 New
FA
115
Fortis Advisors
Pennsylvania
$49K +$47.2K +1,216 New
JP Morgan Chase
116
JP Morgan Chase
New York
$42K
CFA
117
Carroll Financial Associates
North Carolina
$40K
HNB
118
Huntington National Bank
Ohio
$34K
CHC
119
City Holding Co
West Virginia
$29K
CWM
120
Cedar Wealth Management
California
$29K +$27.8K +716 New
TCOV
121
Trust Company of Vermont
Vermont
$24K -$23.3K -600 -50%
PA
122
Parallel Advisors
California
$16K
Barclays
123
Barclays
United Kingdom
$16K +$15.5K +400 New
FIA
124
FNY Investment Advisers
New York
$14K +$14K +360 New
WEC
125
Winslow Evans & Crocker
Massachusetts
$12K

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.