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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
WWS
176
Wellington Wealth Strategies
Indiana
$307K +$922K +15,740 New
OC
177
Oppenheimer & Co
New York
$301K +$285K +4,860 New
SWMG
178
Strategic Wealth Management Group
Maryland
$291K -$37.9K -648 -12%
BAM
179
Berkshire Asset Management
Pennsylvania
$290K
CA
180
CGN Advisors
Kansas
$286K +$270K +4,616 New
LWAM
181
Legacy Wealth Asset Management
Minnesota
$286K +$271K +4,620 New
CWM
182
Calamos Wealth Management
Illinois
$285K
NFG
183
Next Financial Group
Texas
$285K +$71.4K +1,220 +36%
PWM
184
Perigon Wealth Management
California
$282K
CF
185
Centaurus Financial
California
$281K -$243K -4,156 -48%
UCFA
186
United Capital Financial Advisors
Texas
$277K -$7.96K -136 -3%
DI
187
Disciplined Investments
Oklahoma
$274K
SCG
188
Sonata Capital Group
Washington
$274K +$234 +4 +0.1%
JFG
189
JMG Financial Group
Illinois
$273K +$258K +4,408 New
SWP
190
Stratos Wealth Partners
Ohio
$271K +$30.9K +528 +14%
TI
191
Trexquant Investment
Connecticut
$270K -$381K -6,508 -60%
SFPG
192
Stonebridge Financial Planning Group
Florida
$258K +$244K +4,160 New
RCAG
193
Rehmann Capital Advisory Group
Michigan
$250K -$4.92K -84 -2%
AC
194
Apella Capital
Connecticut
$248K
NWS
195
Newport Wealth Strategies
California
$246K
RPWA
196
Regent Peak Wealth Advisors
Georgia
$232K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$231K +$189K +3,220 +624%
FB
198
Fulton Bank
Pennsylvania
$229K
TSW
199
Thompson Siegel & Walmsley
Virginia
$227K
CFGS
200
Concourse Financial Group Securities
Alabama
$225K +$3.28K +56 +2%

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.