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Vanguard Russell 1000 Growth ETF

251 hedge funds and large institutions have $3.2B invested in Vanguard Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

14% more capital invested

Capital invested by funds: $2.8B → $3.2B (+$401M)

13% more funds holding

Funds holding: 222251 (+29)

3.84% less ownership

Funds ownership: 237.9%234.07% (-3.8%)

Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
4.44%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
45
Increased
89
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
101
Canton Hathaway
Rhode Island
$1.71M
CAM
102
Cozad Asset Management
Illinois
$1.67M +$80.8K +1,380 +5%
RA
103
Rodgers & Associates
Pennsylvania
$1.61M +$1.52M +26,000 New
IA
104
IndexIQ Advisors
New York
$1.6M -$94.4K -1,612 -6%
CA
105
Continuum Advisory
Idaho
$1.51M +$66.8K +1,140 +5%
BW
106
Bison Wealth
Georgia
$1.5M +$3.75K +64 +0.3%
CHA
107
Carmichael Hill & Associates
Maryland
$1.5M -$15.5K -264 -1%
HA
108
HC Advisors
Georgia
$1.49M
RJT
109
Raymond James Trust
Florida
$1.38M +$21.6K +368 +2%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$150K -2,560 -10%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$1.33M
SIS
112
SVB Investment Services
Utah
$1.28M -$212K -3,620 -15%
Cerity Partners
113
Cerity Partners
New York
$1.28M +$3.04K +52 +0.3%
BRWA
114
B. Riley Wealth Advisors
Florida
$1.25M +$95.6K +1,632 +9%
BWP
115
Bernardo Wealth Planning
Pennsylvania
$1.25M -$42.9K -732 -4%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.24M -$253K -4,316 -18%
CL
117
CPWM LLC
Washington
$1.23M +$2.81K +48 +0.2%
SSIM
118
Sheets Smith Investment Management
Texas
$1.19M +$1.13M +19,212 New
TTWM
119
TCV Trust & Wealth Management
Virginia
$1.17M +$41K +700 +4%
KPCM
120
Kings Point Capital Management
New York
$1.14M
BF
121
BOK Financial
Oklahoma
$1.13M -$122K -2,088 -10%
ANBT
122
American National Bank & Trust
Texas
$1.08M -$3.98K -68 -0.4%
Vanguard Group
123
Vanguard Group
Pennsylvania
$1.03M +$695K +11,876 +250%
CS
124
Credit Suisse
Switzerland
$1.02M +$967K +16,520 New
ASN
125
Advisory Services Network
Georgia
$1.01M +$333K +5,692 +53%

VONG Hedge Fund Activity: Q4 2020 in Review

251 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2020, worth a combined $3.2B — up 14% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VONG positions and 15 closed out — a net gain of 30 holders — while 89 added to existing stakes and 75 trimmed.

The largest buyer was Citizens & Northern Corp, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 251 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $3.2B of Vanguard Russell 1000 Growth ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 45 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2020 and 15 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2020 was Citizens & Northern Corp, an estimated $13.5M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2020 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2020.