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Vanguard Russell 1000 Growth ETF

262 hedge funds and large institutions have $3.03B invested in Vanguard Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 76

4% more funds holding

Funds holding: 251262 (+11)

1.72% more ownership

Funds ownership: 234.07%235.79% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

5% less capital invested

Capital invested by funds: $3.2B → $3.03B (-$167M)

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
4.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
36
Increased
95
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$649M -$19.4M -310,308 -3%
Morgan Stanley
2
Morgan Stanley
New York
$284M +$14.2M +226,840 +5%
Bank of America
3
Bank of America
North Carolina
$243M -$50.9M -813,196 -17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$161M -$21.2M -338,452 -12%
SFA
5
Sequoia Financial Advisors
Ohio
$116M +$2.92M +46,608 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$110M +$2.69M +43,052 +3%
Wells Fargo
7
Wells Fargo
California
$106M +$1.01M +16,180 +1%
LPL Financial
8
LPL Financial
California
$77.6M -$9.26M -148,028 -11%
AssetMark Inc
9
AssetMark Inc
California
$65.1M +$78.4K +1,252 +0.1%
SAM
10
Silvercrest Asset Management
New York
$62.1M -$549K -8,764 -0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$60M -$1.38M -21,988 -2%
Truist Financial
12
Truist Financial
North Carolina
$48.5M -$37M -590,564 -43%
HFA
13
Hoover Financial Advisors
Pennsylvania
$43.1M +$119M +1,895,976 +244%
LA
14
LVW Advisors
New York
$41.6M -$2.88M -46,008 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.1M +$1.2M +19,188 +3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$37.8M +$4.57M +73,052 +14%
WFA
17
WestHill Financial Advisors
California
$36.3M +$610K +9,740 +2%
LL
18
LPWM LLC
Minnesota
$34.4M +$785K +12,544 +2%
Ameriprise
19
Ameriprise
Minnesota
$34.3M +$4.06M +64,836 +13%
NFG
20
Nadler Financial Group
Illinois
$28.4M +$1.01M +16,060 +4%
CNC
21
Citizens & Northern Corp
Pennsylvania
$28M -$1.13M -18,128 -4%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$27.7M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$27.7M +$49.1K +784 +0.2%
HAFS
24
Hapanowicz & Associates Financial Services
Pennsylvania
$23.1M +$1.14M +18,264 +5%
AWA
25
Aaron Wealth Advisors
Illinois
$21.5M +$1.19M +18,984 +6%

VONG Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2021, worth a combined $3.03B — down 5.2% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VONG positions and 21 closed out — a net gain of 15 holders — while 95 added to existing stakes and 76 trimmed.

The largest buyer was Hoover Financial Advisors, adding an estimated $119M. The largest seller was Bank of America, cutting an estimated $50.9M.

  • 262 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2021, up from 251 in Q4 2020.
  • Funds reported $3.03B of Vanguard Russell 1000 Growth ETF stock for Q1 2021, down 5.2% quarter-over-quarter.
  • 36 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2021 and 21 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2021 was Hoover Financial Advisors, an estimated $119M added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $50.9M sold.

Based on aggregated 13F filings for Q1 2021.