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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$222K
PCA
202
Personal Capital Advisors
California
$222K +$210K +3,580 New
OMC
203
Old Mission Capital
Illinois
$220K -$19.7K -336 -9%
WWM
204
Western Wealth Management
Colorado
$200K +$189K +3,232 New
NFSG
205
Newbridge Financial Services Group
Florida
$192K +$35.4K +604 +24%
CAAS
206
Capital Asset Advisory Services
Michigan
$183K
PO
207
Private Ocean
California
$138K +$234 +4 +0.2%
US Bancorp
208
US Bancorp
Minnesota
$136K
BAM
209
Belpointe Asset Management
Nevada
$129K +$13.4K +228 +12%
EWA
210
EP Wealth Advisors
California
$125K +$118K +2,012 New
TA
211
Tectonic Advisors
Texas
$123K +$117K +1,992 New
PFO
212
Pathstone Family Office
New Jersey
$122K
OIM
213
Oder Investment Management
California
$120K +$113K +1,936 New
FCM
214
Firestone Capital Management
Florida
$103K +$234 +4 +0.2%
ADL
215
Asset Dedication LLC
California
$93K +$234 +4 +0.3%
SL
216
Savior LLC
Massachusetts
$89K
CIAS
217
CBIZ Investment Advisory Services
Ohio
$88K
FHC
218
First Horizon Corporation
Tennessee
$88K +$84.1K +1,436 New
PB
219
Pinnacle Bancorp
Nebraska
$87K
GRP
220
Global Retirement Partners
California
$75K +$70.7K +1,208 New
CFA
221
Carroll Financial Associates
North Carolina
$63K
PMFA
222
Plante Moran Financial Advisors
Michigan
$59K
LFG
223
Larson Financial Group
Missouri
$57K +$29.5K +504 +121%
HWA
224
HCR Wealth Advisors
California
$50K
FF
225
FourThought Financial
Florida
$49K +$46.6K +796 New

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.