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Vanguard Russell 1000 Growth ETF

201 hedge funds and large institutions have $2.36B invested in Vanguard Russell 1000 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$515M)

13% more funds holding

Funds holding: 178201 (+23)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

19.31% less ownership

Funds ownership: 235.33%216.02% (-19%)

Holders
201
Holders Change
+23
Holders Change %
+12.92%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
39
Increased
76
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$516M +$34.5M +761,456 +8%
Bank of America
2
Bank of America
North Carolina
$243M +$4.06M +89,628 +2%
Morgan Stanley
3
Morgan Stanley
New York
$213M +$74.3M +1,640,016 +61%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$143M +$17.3M +381,288 +15%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$88.8M +$5.27M +116,272 +7%
SFA
6
Sequoia Financial Advisors
Ohio
$88.3M -$4.57M -100,832 -5%
UBS Group
7
UBS Group
Switzerland
$87.6M +$6.62M +146,116 +9%
Truist Financial
8
Truist Financial
North Carolina
$83.4M +$11.5M +253,772 +18%
Wells Fargo
9
Wells Fargo
California
$78.4M -$1.48M -32,604 -2%
LPL Financial
10
LPL Financial
California
$60.8M +$5.32M +117,440 +11%
SAM
11
Silvercrest Asset Management
New York
$51.9M -$1.29M -28,416 -3%
AssetMark Inc
12
AssetMark Inc
California
$41.9M -$4.25M -93,820 -10%
Comerica Bank
13
Comerica Bank
Texas
$41M -$1.44M -31,840 -4%
HFA
14
Hoover Financial Advisors
Pennsylvania
$38.2M +$636K +14,024 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$37.1M +$21.5M +475,028 +171%
LA
16
LVW Advisors
New York
$36.7M +$1.57M +34,640 +5%
LL
17
LPWM LLC
Minnesota
$24.2M +$534K +11,776 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$22.1M -$102K -2,252 -0.5%
NFG
19
Nadler Financial Group
Illinois
$20.8M +$33.4K +736 +0.2%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$20.6M -$506K -11,164 -3%
HAFS
21
Hapanowicz & Associates Financial Services
Pennsylvania
$20.2M -$4.81M -106,200 -21%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$20M +$3.02M +66,728 +20%
CWC
23
Carolinas Wealth Consulting
North Carolina
$16.2M +$1.62M +35,720 +12%
CNC
24
Citizens & Northern Corp
Pennsylvania
$15.9M -$265K -5,848 -2%
Ameriprise
25
Ameriprise
Minnesota
$15.5M +$1.5M +33,140 +12%

VONG Hedge Fund Activity: Q2 2020 in Review

201 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q2 2020, worth a combined $2.36B — up 28% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VONG positions and 16 closed out — a net gain of 23 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was VOYA Investment Management, cutting an estimated $182M.

  • 201 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q2 2020, up from 178 in Q1 2020.
  • Funds reported $2.36B of Vanguard Russell 1000 Growth ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 39 funds opened new Vanguard Russell 1000 Growth ETF positions in Q2 2020 and 16 closed out, a net change of +23 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q2 2020 was Morgan Stanley, an estimated $74.3M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q2 2020 was VOYA Investment Management, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2020.