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Vanguard Russell 1000 Growth ETF

116 hedge funds and large institutions have $800M invested in Vanguard Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $736M → $800M (+$64.4M)

6% more funds holding

Funds holding: 109116 (+7)

6.4% less ownership

Funds ownership: 179.65%173.25% (-6.4%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
18
Increased
34
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$129M +$11.6M +320,240 +10%
SB
2
Suntrust Banks
Georgia
$82.1M -$3.99M -110,164 -5%
UBS Group
3
UBS Group
Switzerland
$64.5M -$4.15M -114,644 -6%
Wells Fargo
4
Wells Fargo
California
$60.1M +$211K +5,820 +0.4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$59.6M +$1.51M +41,828 +3%
Morgan Stanley
6
Morgan Stanley
New York
$53.8M -$739K -20,428 -1%
SFA
7
Sequoia Financial Advisors
Ohio
$34.4M -$1.15M -31,668 -3%
LPL Financial
8
LPL Financial
California
$33.9M +$714K +19,736 +2%
Deutsche Bank
9
Deutsche Bank
Germany
$22.1M
HAFS
10
Hapanowicz & Associates Financial Services
Pennsylvania
$20.2M -$37.5K -1,036 -0.2%
Comerica Bank
11
Comerica Bank
Texas
$17.4M -$614K -16,968 -4%
QA
12
Quantitative Advantage
Minnesota
$14.7M -$105K -2,896 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.3M -$1.06M -29,288 -7%
Ameriprise
14
Ameriprise
Minnesota
$13.2M +$928K +25,624 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13M +$635K +17,536 +5%
NFG
16
Nadler Financial Group
Illinois
$12.8M +$12.6M +348,960 New
HighTower Advisors
17
HighTower Advisors
Illinois
$9.93M +$198K +5,464 +2%
CM
18
Cornerstone Management
Georgia
$9.78M -$64K -1,768 -0.7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$9.41M -$64.3K -1,776 -0.7%
Jane Street
20
Jane Street
New York
$9.19M +$2.91M +80,392 +47%
SAM
21
Silvercrest Asset Management
New York
$8.33M +$434K +12,000 +6%
KeyBank National Association
22
KeyBank National Association
Ohio
$8.29M -$169K -4,660 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8.08M +$831K +22,944 +12%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.64M +$484K +13,368 +7%
CG
25
Colony Group
Massachusetts
$7.06M +$6.95K +192 +0.1%

VONG Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2018, worth a combined $800M — up 8.8% from $736M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VONG positions and 9 closed out — a net gain of 9 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Nadler Financial Group, opening a new position worth an estimated $12.6M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $6.26M sold.

  • 116 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $800M of Vanguard Russell 1000 Growth ETF stock for Q2 2018, up 8.8% quarter-over-quarter.
  • 18 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2018 and 9 closed out, a net change of +9 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2018 was Nadler Financial Group, an estimated $12.6M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2018 was Cetera Advisor Networks, an estimated $6.26M sold.

Based on aggregated 13F filings for Q2 2018.