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Vanguard Russell 1000 Growth ETF
VONG

262 hedge funds and large institutions have $3.03B invested in Vanguard Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 76

4% more funds holding

Funds holding: 251 → 262 (+11)

1.72% more ownership

Funds ownership: 234.07% → 235.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

5% less capital invested

Capital invested by funds: $3.2B → $3.03B (-$167M)

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
4.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
36
Increased
95
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFA
Hoover Financial Advisors
Pennsylvania
+$119M
2
HighTower Advisors
HighTower Advisors
Illinois
+$17.8M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$14.6M
4
Morgan Stanley
Morgan Stanley
New York
+$14.2M
5
UBS Group
UBS Group
Switzerland
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50.9M
2
Truist Financial
Truist Financial
North Carolina
-$37M
3
CB
Commerce Bank
Missouri
-$30.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.2M
5
TF
TIAA FSB
Florida
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
176
Carnegie Investment Counsel
Ohio
$370K – – –
WANY
177
Wealthspire Advisors (New York)
New York
$369K +$369K +5,896 New
BRWM
178
B. Riley Wealth Management
Tennessee
$348K – – –
AWM
179
Altium Wealth Management
New York
$344K – – –
DWM
180
Doyle Wealth Management
Florida
$337K -$57.8K -924 -15%
BOPW
181
Brandywine Oak Private Wealth
Pennsylvania
$333K – – –
BWM
182
Benchmark Wealth Management
Connecticut
$330K -$41.3K -660 -11%
FT
183
Fiduciary Trust
Massachusetts
$320K +$320K +5,112 New
HI
184
Harbour Investments
Wisconsin
$315K +$315K +5,032 New
AAS
185
Avantax Advisory Services
Texas
$314K +$501 +8 +0.2%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$295K +$61.3K +980 +26%
SWMG
187
Strategic Wealth Management Group
Maryland
$294K – – –
BAM
188
Berkshire Asset Management
Pennsylvania
$293K – – –
LWAM
189
Legacy Wealth Asset Management
Minnesota
$289K – – –
CA
190
CGN Advisors
Kansas
$289K +$501 +8 +0.2%
CWM
191
Calamos Wealth Management
Illinois
$288K – – –
NFG
192
Next Financial Group
Texas
$287K -$751 -12 -0.3%
KIG
193
Kowal Investment Group
Wisconsin
$284K +$285K +4,552 New
PWM
194
Perigon Wealth Management
California
$278K -$7.26K -116 -3%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$278K +$53.8K +860 +24%
DI
196
Disciplined Investments
Oklahoma
$277K – – –
SCG
197
Sonata Capital Group
Washington
$276K – – –
NWS
198
Newport Wealth Strategies
California
$276K +$501 +8 +0.2%
JFG
199
JMG Financial Group
Illinois
$275K – – –
SFPG
200
Stonebridge Financial Planning Group
Florida
$275K – – –
6 7
8
9 10

VONG Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2021, worth a combined $3.03B — down 5.2% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VONG positions and 21 closed out — a net gain of 15 holders — while 95 added to existing stakes and 76 trimmed.

The largest buyer was Hoover Financial Advisors, adding an estimated $119M. The largest seller was Bank of America, cutting an estimated $50.9M.

  • 262 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2021, up from 251 in Q4 2020.
  • Funds reported $3.03B of Vanguard Russell 1000 Growth ETF stock for Q1 2021, down 5.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2021 and 21 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2021 was Hoover Financial Advisors, an estimated $119M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2021.