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Vanguard Russell 1000 Growth ETF

175 hedge funds and large institutions have $1.98B invested in Vanguard Russell 1000 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more funds holding

Funds holding: 143175 (+32)

17% more capital invested

Capital invested by funds: $1.69B → $1.98B (+$290M)

1.87% more ownership

Funds ownership: 231.97%233.85% (+1.9%)

Holders
175
Holders Change
+32
Holders Change %
+22.38%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
39
Increased
66
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$378M +$9.72M +226,460 +3%
Bank of America
2
Bank of America
North Carolina
$241M +$6.82M +158,956 +3%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$206M +$35.5M +827,116 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$115M +$1.71M +39,952 +2%
SFA
5
Sequoia Financial Advisors
Ohio
$83.9M +$3.35M +78,072 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$77.1M +$1.37M +31,820 +2%
Morgan Stanley
7
Morgan Stanley
New York
$76.2M +$158K +3,676 +0.2%
UBS Group
8
UBS Group
Switzerland
$72.9M +$1.42M +33,140 +2%
Truist Financial
9
Truist Financial
North Carolina
$61.2M +$58.1M +1,353,064 New
LPL Financial
10
LPL Financial
California
$51.1M -$1.02M -23,716 -2%
SAM
11
Silvercrest Asset Management
New York
$48.8M +$1.85M +43,128 +4%
AssetMark Inc
12
AssetMark Inc
California
$46.5M +$2.88M +67,136 +7%
Wells Fargo
13
Wells Fargo
California
$45.7M +$571K +13,292 +1%
Comerica Bank
14
Comerica Bank
Texas
$39.6M -$1.35M -31,408 -4%
HFA
15
Hoover Financial Advisors
Pennsylvania
$30.6M +$437K +10,176 +2%
HAFS
16
Hapanowicz & Associates Financial Services
Pennsylvania
$22.8M -$748K -17,432 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.6M -$98.4K -2,292 -0.5%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$19.4M +$2.1M +48,940 +13%
NFG
19
Nadler Financial Group
Illinois
$19.2M +$991K +23,076 +6%
LL
20
LPWM LLC
Minnesota
$19.2M +$18.2M +423,748 New
DDPIC
21
Deroy & Devereaux Private Investment Counsel
Michigan
$14.8M -$1.33M -30,960 -9%
LA
22
LVW Advisors
New York
$14.6M +$3.18M +74,108 +30%
CNC
23
Citizens & Northern Corp
Pennsylvania
$14.3M -$458K -10,660 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M +$192K +4,484 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$12.1M -$90.5K -2,108 -0.8%

VONG Hedge Fund Activity: Q4 2019 in Review

175 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2019, worth a combined $1.98B — up 17% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VONG positions and 6 closed out — a net gain of 33 holders — while 66 added to existing stakes and 47 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $58.1M. The largest seller was Deutsche Bank, exiting entirely with an estimated $24.6M sold.

  • 175 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2019, up from 143 in Q3 2019.
  • Funds reported $1.98B of Vanguard Russell 1000 Growth ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 39 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2019 and 6 closed out, a net change of +33 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $58.1M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2019.