We are live on ! Find out more
VONG icon

Vanguard Russell 1000 Growth ETF
VONG

62 hedge funds and large institutions have $354M invested in Vanguard Russell 1000 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

171.64% more ownership

Funds ownership: 0% → 171.64% (+172%)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $315M → $354M (+$39.1M)

11% more funds holding

Funds holding: 56 → 62 (+6)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.3M
2
Bank of America
Bank of America
North Carolina
+$10.4M
3
Jane Street
Jane Street
New York
+$6.56M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.54M
5
Comerica Bank
Comerica Bank
Texas
+$2.51M

Top Sellers

1
JCM
Janney Capital Management
Pennsylvania
-$23.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.74M
3
CAN
Cetera Advisor Networks
California
-$1.5M
4
DP
Dearborn Partners
Illinois
-$1.36M
5
WS
Wedbush Securities
California
-$640K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$74.7M +$10.4M +391,320 +16%
UBS Group
2
UBS Group
Switzerland
$46M +$1.27M +47,924 +3%
Morgan Stanley
3
Morgan Stanley
New York
$38.7M +$15.3M +573,744 +66%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$29.6M +$4.54M +170,676 +18%
Wells Fargo
5
Wells Fargo
California
$27.6M +$2.38M +89,652 +10%
HAFS
6
Hapanowicz & Associates Financial Services
Pennsylvania
$17.7M +$17.1M +641,628 New
SFA
7
Sequoia Financial Advisors
Ohio
$16.5M +$1.86M +69,756 +13%
CM
8
Cornerstone Management
Georgia
$15.4M -$175K -6,580 -1%
LPL Financial
9
LPL Financial
California
$14.4M +$2.33M +87,704 +20%
Comerica Bank
10
Comerica Bank
Texas
$12.1M +$2.51M +94,312 +27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.86M +$700K +26,328 +9%
Jane Street
12
Jane Street
New York
$7.51M +$6.56M +246,660 +758%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.83M +$328K +12,344 +5%
CAN
14
Cetera Advisor Networks
California
$4.79M -$1.5M -56,400 -24%
Ameriprise
15
Ameriprise
Minnesota
$4.69M +$447K +16,800 +11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.57M -$97.8K -3,676 -2%
Invesco
17
Invesco
Georgia
$1.88M +$1.86M +69,808 New
OCG
18
Opus Capital Group
Ohio
$1.88M -$14.3K -536 -0.8%
SAM
19
Silvercrest Asset Management
New York
$1.61M – – –
Brown Advisory
20
Brown Advisory
Maryland
$1.5M +$602K +22,640 +68%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$1.47M +$40.7K +1,532 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.37M +$1.36M +50,968 New
CS
23
Comerica Securities
Michigan
$1.19M -$44.7K -1,680 -4%
IIC
24
Integrated Investment Consultants
Michigan
$933K – – –
RJA
25
Raymond James & Associates
Florida
$924K -$208K -7,816 -19%
1
2 3

VONG Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2016, worth a combined $354M — up 12% from $315M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VONG positions and 9 closed out — a net gain of 6 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.3M. The largest seller was Janney Capital Management, exiting entirely with an estimated $23.7M sold.

  • 62 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2016, up from 56 in Q3 2016.
  • Funds reported $354M of Vanguard Russell 1000 Growth ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 15 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2016 and 9 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2016 was Morgan Stanley, an estimated $15.3M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2016 was Janney Capital Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2016.