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Vanguard Russell 1000 Growth ETF

143 hedge funds and large institutions have $1.69B invested in Vanguard Russell 1000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.56B → $1.69B (+$128M)

4.84% more ownership

Funds ownership: 227.13%231.97% (+4.8%)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 147143 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
3.14%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
12
Increased
51
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Doyle Wealth Management
Florida
$332K -$7.42K -180 -2%
BFA
102
Beaumont Financial Advisors
Massachusetts
$322K +$20.6K +500 +7%
UBS AM
103
UBS AM
Illinois
$301K +$175K +4,256 +138%
GLA
104
Good Life Advisors
Pennsylvania
$292K -$165 -4 -0.1%
Creative Planning
105
Creative Planning
Kansas
$283K +$35.6K +864 +14%
CA
106
Cetera Advisors
Colorado
$269K -$2.8K -68 -1%
AWM
107
Altium Wealth Management
New York
$267K
Bank of New York Mellon
108
Bank of New York Mellon
New York
$265K
FA
109
Fortis Advisors
Pennsylvania
$248K +$16.8K +408 +7%
UCFA
110
United Capital Financial Advisors
Texas
$247K +$21.3K +516 +9%
PCA
111
Personal Capital Advisors
California
$246K +$247K +6,000 New
CWM
112
Calamos Wealth Management
Illinois
$244K
CIC
113
Carnegie Investment Counsel
Ohio
$243K
DADC
114
D.A. Davidson & Co
Montana
$232K +$233K +5,644 New
RFN
115
RDA Financial Network
Iowa
$231K -$105K -2,540 -32%
TIP
116
Torray Investment Partners
Maryland
$227K -$46.7K -1,132 -17%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$227K -$46.7K -1,132 -17%
APA
118
American Portfolios Advisors
New York
$218K
FAAS
119
First Allied Advisory Services
California
$191K -$15.2K -368 -7%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$188K +$67.8K +1,644 +56%
FHA
121
Flagship Harbor Advisors
Massachusetts
$176K
SF
122
Synovus Financial
Georgia
$157K +$158K +3,824 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$142K -$10.6K -256 -7%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$133K
Citigroup
125
Citigroup
New York
$121K

VONG Hedge Fund Activity: Q3 2019 in Review

143 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2019, worth a combined $1.69B — up 8.2% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VONG and 12 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was VOYA Investment Management, adding an estimated $29.2M. The largest seller was Colony Group, exiting entirely with an estimated $7.07M sold.

  • 143 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2019, down from 147 in Q2 2019.
  • Funds reported $1.69B of Vanguard Russell 1000 Growth ETF stock for Q3 2019, up 8.2% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2019 and 16 closed out, a net change of -4 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2019 was VOYA Investment Management, an estimated $29.2M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2019 was Colony Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q3 2019.