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Vanguard Russell 1000 Growth ETF

129 hedge funds and large institutions have $1.04B invested in Vanguard Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $800M → $1.04B (+$240M)

13.24% more ownership

Funds ownership: 173.25%186.49% (+13%)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

11% more funds holding

Funds holding: 116129 (+13)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
129
Holders Change
+13
Holders Change %
+11.21%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
22
Increased
43
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
$147M +$6.48M +166,832 +5%
TF
2
TIAA FSB
Florida
$115M +$111M +2,867,380 New
SB
3
Suntrust Banks
Georgia
$88.4M -$775K -19,940 -0.9%
Wells Fargo
4
Wells Fargo
California
$65M -$271K -6,968 -0.4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$64.7M -$54.5K -1,404 -0.1%
UBS Group
6
UBS Group
Switzerland
$58.5M -$11.3M -290,712 -17%
Morgan Stanley
7
Morgan Stanley
New York
$58.4M -$98.5K -2,536 -0.2%
SFA
8
Sequoia Financial Advisors
Ohio
$41.2M +$3.77M +97,024 +10%
LPL Financial
9
LPL Financial
California
$39.8M +$2.81M +72,396 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.3M +$35.3M +908,236 New
Deutsche Bank
11
Deutsche Bank
Germany
$24M
HAFS
12
Hapanowicz & Associates Financial Services
Pennsylvania
$21.2M -$632K -16,260 -3%
Comerica Bank
13
Comerica Bank
Texas
$17.5M +$729K +18,760 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M +$1.06M +27,324 +7%
NFG
15
Nadler Financial Group
Illinois
$15.8M +$1.83M +46,992 +13%
QA
16
Quantitative Advantage
Minnesota
$15.8M -$245K -6,316 -2%
SAM
17
Silvercrest Asset Management
New York
$15.5M +$6.26M +161,060 +71%
Ameriprise
18
Ameriprise
Minnesota
$15.4M +$1.04M +26,724 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.3M +$157K +4,032 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$11.2M +$324K +8,332 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$10.3M +$77.1K +1,984 +0.8%
CM
22
Cornerstone Management
Georgia
$10.2M -$445K -11,456 -4%
KeyBank National Association
23
KeyBank National Association
Ohio
$9.21M +$186K +4,788 +2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9.11M +$313K +8,056 +4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.43M +$126K +3,244 +2%

VONG Hedge Fund Activity: Q3 2018 in Review

129 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2018, worth a combined $1.04B — up 30% from $800M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VONG positions and 9 closed out — a net gain of 13 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was TIAA FSB, opening a new position worth an estimated $111M. The largest seller was UBS Group, cutting an estimated $11.3M.

  • 129 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2018, up from 116 in Q2 2018.
  • Funds reported $1.04B of Vanguard Russell 1000 Growth ETF stock for Q3 2018, up 30% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2018 and 9 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2018 was TIAA FSB, an estimated $111M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2018 was UBS Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2018.