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Vanguard Russell 1000 Growth ETF

251 hedge funds and large institutions have $3.2B invested in Vanguard Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

14% more capital invested

Capital invested by funds: $2.8B → $3.2B (+$401M)

13% more funds holding

Funds holding: 222251 (+29)

3.84% less ownership

Funds ownership: 237.9%234.07% (-3.8%)

Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
4.44%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
45
Increased
89
Reduced
75
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$663M +$12.3M +210,180 +2%
Bank of America
2
Bank of America
North Carolina
$292M +$4.54M +77,528 +2%
Morgan Stanley
3
Morgan Stanley
New York
$268M -$32M -547,216 -11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$180M +$1.13M +19,328 +0.7%
SFA
5
Sequoia Financial Advisors
Ohio
$112M +$476K +8,136 +0.5%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$106M +$1.94M +33,080 +2%
Wells Fargo
7
Wells Fargo
California
$104M +$4.42M +75,492 +5%
UBS Group
8
UBS Group
Switzerland
$94.3M -$8.33M -142,272 -9%
LPL Financial
9
LPL Financial
California
$86.1M +$7.7M +131,492 +10%
Truist Financial
10
Truist Financial
North Carolina
$84.7M -$13.2M -225,096 -14%
AssetMark Inc
11
AssetMark Inc
California
$64.4M +$476K +8,136 +0.8%
SAM
12
Silvercrest Asset Management
New York
$62.1M -$3.18M -54,316 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$60.9M +$656K +11,200 +1%
HFA
14
Hoover Financial Advisors
Pennsylvania
$47.9M +$466K +7,956 +1%
LA
15
LVW Advisors
New York
$44.1M -$731K -12,480 -2%
Comerica Bank
16
Comerica Bank
Texas
$43.8M -$348K -5,944 -0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$36.5M -$1.73M -29,456 -5%
WFA
18
WestHill Financial Advisors
California
$35.4M +$33.4M +571,176 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$32.9M +$4.3M +73,432 +16%
LL
20
LPWM LLC
Minnesota
$32.8M +$1.62M +27,660 +6%
CB
21
Commerce Bank
Missouri
$30.7M -$1.05M -17,860 -3%
Ameriprise
22
Ameriprise
Minnesota
$29.9M +$8.53M +145,716 +43%
CNC
23
Citizens & Northern Corp
Pennsylvania
$28.9M +$13.5M +230,148 +97%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$27.7M +$1.73M +29,620 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$27.4M -$28.6K -488 -0.1%

VONG Hedge Fund Activity: Q4 2020 in Review

251 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q4 2020, worth a combined $3.2B — up 14% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VONG positions and 15 closed out — a net gain of 30 holders — while 89 added to existing stakes and 75 trimmed.

The largest buyer was Citizens & Northern Corp, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 251 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q4 2020, up from 222 in Q3 2020.
  • Funds reported $3.2B of Vanguard Russell 1000 Growth ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 45 funds opened new Vanguard Russell 1000 Growth ETF positions in Q4 2020 and 15 closed out, a net change of +30 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q4 2020 was Citizens & Northern Corp, an estimated $13.5M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q4 2020 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2020.