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Vanguard Russell 1000 Growth ETF

340 hedge funds and large institutions have $4.62B invested in Vanguard Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 89

25.39% more ownership

Funds ownership: 57.62%83.01% (+25%)

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

1% more funds holding

Funds holding: 337340 (+3)

3% less capital invested

Capital invested by funds: $4.74B → $4.62B (-$123M)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.43%
New
52
Increased
140
Reduced
89
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$457M -$149M -2,129,434 -25%
AWA
2
Aaron Wealth Advisors
Illinois
$438M +$2.16B +30,795,919 +7,069%
Bank of America
3
Bank of America
North Carolina
$340M +$38M +541,341 +13%
Morgan Stanley
4
Morgan Stanley
New York
$338M +$60M +854,408 +22%
EH
5
Equitable Holdings
New York
$229M -$2.2M -31,409 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$205M -$7.9M -112,561 -4%
SFA
7
Sequoia Financial Advisors
Ohio
$171M +$23.3M +331,463 +16%
LPL Financial
8
LPL Financial
California
$129M +$3.1M +44,216 +3%
Wells Fargo
9
Wells Fargo
California
$128M -$396K -5,638 -0.3%
UBS Group
10
UBS Group
Switzerland
$124M +$5.34M +76,089 +5%
Ameriprise
11
Ameriprise
Minnesota
$112M +$18.2M +259,966 +20%
SAM
12
Silvercrest Asset Management
New York
$75.3M -$3M -42,684 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$72M +$3.85M +54,844 +6%
HSA
14
HBK Sorce Advisory
Pennsylvania
$69M +$4.96M +70,639 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$62.4M +$15.6M +222,143 +34%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$62M +$1M +14,310 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$61M +$9.74M +138,720 +19%
Truist Financial
18
Truist Financial
North Carolina
$60.9M +$7.5M +106,857 +14%
FHB
19
First Hawaiian Bank
Hawaii
$60.8M +$113K +1,610 +0.2%
AssetMark Inc
20
AssetMark Inc
California
$56.7M +$1.45M +20,664 +3%
LA
21
LVW Advisors
New York
$47.3M -$12.9K -184 -0%
WFA
22
WestHill Financial Advisors
California
$46.7M +$3.43M +48,908 +8%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$46.6M -$2.86M -40,805 -6%
HighTower Advisors
24
HighTower Advisors
Illinois
$46.1M +$13M +184,934 +40%
Comerica Bank
25
Comerica Bank
Texas
$43.4M -$893K -12,721 -2%

VONG Hedge Fund Activity: Q1 2022 in Review

340 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 Growth ETF (VONG) for Q1 2022, worth a combined $4.62B — down 2.6% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VONG positions and 42 closed out — a net gain of 10 holders — while 140 added to existing stakes and 89 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $2.16B. The largest seller was TIAA FSB, cutting an estimated $149M.

  • 340 institutional investors held Vanguard Russell 1000 Growth ETF (VONG) as of Q1 2022, up from 337 in Q4 2021.
  • Funds reported $4.62B of Vanguard Russell 1000 Growth ETF stock for Q1 2022, down 2.6% quarter-over-quarter.
  • 52 funds opened new Vanguard Russell 1000 Growth ETF positions in Q1 2022 and 42 closed out, a net change of +10 holders.
  • The largest Vanguard Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $2.16B added.
  • The largest Vanguard Russell 1000 Growth ETF seller in Q1 2022 was TIAA FSB, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2022.