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Vanguard Russell 1000 Growth ETF

132 hedge funds and large institutions have $1.05B invested in Vanguard Russell 1000 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

29.81% more ownership

Funds ownership: 186.49%216.3% (+30%)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 129132 (+3)

1% more capital invested

Capital invested by funds: $1.04B → $1.05B (+$7.95M)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
49
Reduced
33
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$167M +$76.3M +2,111,800 +74%
Bank of America
2
Bank of America
North Carolina
$129M +$5.35M +148,236 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65M +$37M +1,025,232 +113%
SB
4
Suntrust Banks
Georgia
$58.7M -$16.9M -467,004 -21%
UBS Group
5
UBS Group
Switzerland
$57.2M +$8.58M +237,460 +16%
Morgan Stanley
6
Morgan Stanley
New York
$56.9M +$8.34M +230,828 +16%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$51.6M -$3.08M -85,216 -5%
Wells Fargo
8
Wells Fargo
California
$39.2M -$16.7M -461,340 -28%
SAM
9
Silvercrest Asset Management
New York
$36.6M +$25.3M +701,160 +181%
LPL Financial
10
LPL Financial
California
$35.4M +$2.05M +56,688 +6%
SFA
11
Sequoia Financial Advisors
Ohio
$34.7M +$36K +996 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$34.2M +$36M +995,552 +4,534%
Deutsche Bank
13
Deutsche Bank
Germany
$20.2M
HFA
14
Hoover Financial Advisors
Pennsylvania
$19.7M +$21.2M +585,900 New
Comerica Bank
15
Comerica Bank
Texas
$18.3M +$1.62M +44,760 +9%
HAFS
16
Hapanowicz & Associates Financial Services
Pennsylvania
$17.7M -$159K -4,388 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.2M +$1.26M +34,764 +8%
NFG
18
Nadler Financial Group
Illinois
$14.6M +$1.38M +38,340 +10%
Ameriprise
19
Ameriprise
Minnesota
$12.9M -$125K -3,456 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12.6M +$583K +16,136 +5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$8.14M +$515K +14,264 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.88M +$842K +23,316 +11%
CM
23
Cornerstone Management
Georgia
$7.57M -$1.07M -29,612 -12%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$6.81M +$275K +7,624 +4%
Jane Street
25
Jane Street
New York
$6.66M +$6.77M +187,472 +1,781%

VONG Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2018, worth a combined $1.05B — up 0.76% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VONG positions and 22 closed out — a net gain of 4 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was TIAA FSB, adding an estimated $76.3M. The largest seller was Suntrust Banks, cutting an estimated $16.9M.

  • 132 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2018, up from 129 in Q3 2018.
  • Funds reported $1.05B of Vanguard Russell 1000 Growth ETF stock for Q4 2018, up 0.76% quarter-over-quarter.
  • 26 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2018 and 22 closed out, a net change of +4 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2018 was TIAA FSB, an estimated $76.3M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2018 was Suntrust Banks, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2018.