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Vanguard Russell 1000 Growth ETF

28 hedge funds and large institutions have $82M invested in Vanguard Russell 1000 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

27% more funds holding

Funds holding: 2228 (+6)

4% more capital invested

Capital invested by funds: $78.6M → $82M (+$3.48M)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.1M +$1.39M +63,284 +8%
UCFA
2
United Capital Financial Advisors
Texas
$17M +$366K +16,616 +2%
Morgan Stanley
3
Morgan Stanley
New York
$11.4M -$871K -39,524 -7%
Bank of America
4
Bank of America
North Carolina
$8.91M -$872K -39,604 -9%
LPL Financial
5
LPL Financial
California
$4.73M +$4.85K +220 +0.1%
BF
6
BOK Financial
Oklahoma
$3.93M
FWCM
7
Ferguson Wellman Capital Management
Oregon
$3.47M +$3.43M +155,896 New
U
8
UBS
Switzerland
$2.58M -$184K -8,336 -7%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.91M +$1.89M +85,828 New
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.53M +$1.5M +68,100 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.51M +$192K +8,716 +15%
DP
12
Dearborn Partners
Illinois
$1.25M -$137K -6,240 -10%
CAN
13
Cetera Advisor Networks
California
$1.08M +$19.6K +892 +2%
Brown Advisory
14
Brown Advisory
Maryland
$760K
WCM
15
Wealthcare Capital Management
Virginia
$739K +$732K +33,228 New
JP Morgan Chase
16
JP Morgan Chase
New York
$616K +$610K +27,716 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$547K -$2.22M -100,760 -80%
FAAS
18
First Allied Advisory Services
California
$481K +$97.8K +4,440 +26%
Wells Fargo
19
Wells Fargo
California
$412K +$41.2K +1,872 +11%
BAM
20
Berkshire Asset Management
Pennsylvania
$256K +$23K +1,044 +10%
OC
21
Oppenheimer & Co
New York
$222K -$88.1K -4,000 -29%
MAA
22
Managed Account Advisors
New Jersey
$217K +$215K +9,764 New
AIG
23
American International Group
New York
$136K +$8.81K +400 +7%
US Bancorp
24
US Bancorp
Minnesota
$69K
Citigroup
25
Citigroup
New York
$61K +$26.4K +1,200 +79%

VONG Hedge Fund Activity: Q1 2014 in Review

28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2014, worth a combined $82M — up 4.4% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VONG positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $3.43M. The largest seller was Susquehanna International Group, cutting an estimated $2.22M.

  • 28 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2014, up from 22 in Q4 2013.
  • Funds reported $82M of Vanguard Russell 1000 Growth ETF stock for Q1 2014, up 4.4% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2014 and 1 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2014 was Ferguson Wellman Capital Management, an estimated $3.43M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2014.