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Vanguard Russell 1000 Growth ETF

143 hedge funds and large institutions have $1.69B invested in Vanguard Russell 1000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.56B → $1.69B (+$128M)

4.84% more ownership

Funds ownership: 227.13%231.97% (+4.8%)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 147143 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
3.14%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
12
Increased
51
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$333M +$24M +582,808 +8%
Bank of America
2
Bank of America
North Carolina
$212M +$10.2M +247,444 +5%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$153M +$29.2M +708,340 +24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$103M +$6.26M +151,792 +6%
SFA
5
Sequoia Financial Advisors
Ohio
$72.9M +$20.7M +502,492 +39%
Morgan Stanley
6
Morgan Stanley
New York
$69M +$252K +6,120 +0.4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$68.7M +$1.24M +30,196 +2%
UBS Group
8
UBS Group
Switzerland
$64.8M -$1.54M -37,312 -2%
SB
9
Suntrust Banks
Georgia
$54.4M +$2.46M +59,804 +5%
LPL Financial
10
LPL Financial
California
$47.3M +$2.61M +63,300 +6%
SAM
11
Silvercrest Asset Management
New York
$42.5M +$122K +2,960 +0.3%
Wells Fargo
12
Wells Fargo
California
$40.9M +$1.93M +46,808 +5%
AssetMark Inc
13
AssetMark Inc
California
$39.4M +$10.4M +253,072 +36%
Comerica Bank
14
Comerica Bank
Texas
$36.4M +$6.3M +152,972 +21%
HFA
15
Hoover Financial Advisors
Pennsylvania
$27.3M +$1.76M +42,804 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$24.6M
HAFS
17
Hapanowicz & Associates Financial Services
Pennsylvania
$21.4M +$36.1K +876 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.7M +$253K +6,144 +1%
NFG
19
Nadler Financial Group
Illinois
$16.5M +$451K +10,940 +3%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$15.6M +$2.12M +51,336 +16%
DDPIC
21
Deroy & Devereaux Private Investment Counsel
Michigan
$14.7M +$2.69M +65,200 +22%
CNC
22
Citizens & Northern Corp
Pennsylvania
$13.4M +$161K +3,896 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.3M -$1.59M -38,672 -11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.1M +$112K +2,716 +1%
LA
25
LVW Advisors
New York
$10.2M +$3.12M +75,696 +44%

VONG Hedge Fund Activity: Q3 2019 in Review

143 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q3 2019, worth a combined $1.69B — up 8.2% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VONG and 12 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was VOYA Investment Management, adding an estimated $29.2M. The largest seller was Colony Group, exiting entirely with an estimated $7.07M sold.

  • 143 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q3 2019, down from 147 in Q2 2019.
  • Funds reported $1.69B of Vanguard Russell 1000 Growth ETF stock for Q3 2019, up 8.2% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 1000 Growth ETF positions in Q3 2019 and 16 closed out, a net change of -4 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q3 2019 was VOYA Investment Management, an estimated $29.2M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q3 2019 was Colony Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q3 2019.