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Vanguard Russell 1000 Growth ETF

178 hedge funds and large institutions have $1.85B invested in Vanguard Russell 1000 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more funds holding

Funds holding: 175178 (+3)

1.48% more ownership

Funds ownership: 233.85%235.33% (+1.5%)

7% less capital invested

Capital invested by funds: $1.98B → $1.85B (-$131M)

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
32
Increased
68
Reduced
52
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$375M +$59.8M +1,349,288 +16%
Bank of America
2
Bank of America
North Carolina
$187M -$22.3M -503,392 -9%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$161M -$16.8M -378,912 -8%
Morgan Stanley
4
Morgan Stanley
New York
$103M +$43.8M +987,916 +59%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$97.1M -$1.51M -34,164 -1%
SFA
6
Sequoia Financial Advisors
Ohio
$73.1M +$1.62M +36,544 +2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$65.1M -$1M -22,656 -1%
UBS Group
8
UBS Group
Switzerland
$63M +$812K +18,320 +1%
Wells Fargo
9
Wells Fargo
California
$62.7M +$27M +610,136 +60%
Truist Financial
10
Truist Financial
North Carolina
$55.6M +$3.73M +84,088 +6%
LPL Financial
11
LPL Financial
California
$43.1M -$608K -13,728 -1%
SAM
12
Silvercrest Asset Management
New York
$41.8M +$109K +2,452 +0.2%
AssetMark Inc
13
AssetMark Inc
California
$36.5M -$3.7M -83,572 -8%
Comerica Bank
14
Comerica Bank
Texas
$35M -$1.43M -32,192 -4%
HFA
15
Hoover Financial Advisors
Pennsylvania
$29.4M +$3.74M +84,396 +12%
LA
16
LVW Advisors
New York
$27.4M +$17.1M +386,660 +120%
HAFS
17
Hapanowicz & Associates Financial Services
Pennsylvania
$19.9M +$511K +11,544 +2%
LL
18
LPWM LLC
Minnesota
$18.5M +$2.47M +55,796 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17.4M -$1.24M -27,928 -6%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$16.6M +$20.6K +464 +0.1%
NFG
21
Nadler Financial Group
Illinois
$16.3M -$106K -2,396 -0.6%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$13.1M +$5.44M +122,700 +57%
CNC
23
Citizens & Northern Corp
Pennsylvania
$12.7M +$564K +12,736 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.4M +$785K +17,716 +6%
CWC
25
Carolinas Wealth Consulting
North Carolina
$11.3M +$6.84M +154,388 +112%

VONG Hedge Fund Activity: Q1 2020 in Review

178 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2020, worth a combined $1.85B — down 6.6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VONG positions and 27 closed out — a net gain of 5 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was TIAA FSB, adding an estimated $59.8M. The largest seller was Bank of America, cutting an estimated $22.3M.

  • 178 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2020, up from 175 in Q4 2019.
  • Funds reported $1.85B of Vanguard Russell 1000 Growth ETF stock for Q1 2020, down 6.6% quarter-over-quarter.
  • 32 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2020 and 27 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $59.8M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2020 was Bank of America, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2020.