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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
226
Lincoln National Corp
Pennsylvania
$3.23M +$192K +7,818 +6%
ASN
227
Advisory Services Network
Georgia
$3.05M +$209K +8,508 +8%
SSI
228
Scott & Selber Inc
Texas
$3.05M +$6.33K +258 +0.2%
HCM
229
Hollencrest Capital Management
California
$2.99M +$8.09K +330 +0.3%
EHC
230
Everett Harris & Co
California
$2.98M +$35.5K +1,446 +1%
CCWA
231
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.96M -$163K -6,660 -5%
FAAS
232
First Allied Advisory Services
California
$2.95M +$200K +8,136 +7%
RWP
233
RWA Wealth Partners
Massachusetts
$2.92M +$1.83M +74,712 +177%
RWMH
234
Riverpoint Wealth Management Holdings
Illinois
$2.89M +$614K +25,056 +28%
AF
235
Advisornet Financial
Minnesota
$2.85M +$93.3K +3,804 +3%
UR
236
USCA RIA
Texas
$2.81M +$319K +13,026 +13%
LIM
237
Leavell Investment Management
Alabama
$2.79M +$93.1K +3,798 +4%
JIC
238
Johnson Investment Counsel
Ohio
$2.73M -$67.1K -2,736 -2%
THWM
239
Taylor Hoffman Wealth Management
Virginia
$2.7M -$11.3K -462 -0.4%
FHC
240
First Heartland Consultants
Missouri
$2.7M +$18.7K +762 +0.7%
RFC
241
Regions Financial Corp
Alabama
$2.65M +$282K +11,496 +12%
HCIA
242
Hochman Cole Investment Advisors
Illinois
$2.65M -$82.7K -3,372 -3%
SF
243
Synovus Financial
Georgia
$2.63M +$76.2K +3,108 +3%
IC
244
Intersect Capital
California
$2.6M -$4.27K -174 -0.2%
NWP
245
Northstar Wealth Partners
Connecticut
$2.59M +$2.17M +88,350 +571%
TVWM
246
Tower View Wealth Management
Wisconsin
$2.59M +$27.5K +1,122 +1%
Bessemer Group
247
Bessemer Group
New Jersey
$2.57M -$556K -22,692 -18%
SRC
248
Shufro Rose & Co
New York
$2.54M +$14.4K +588 +0.6%
CWS
249
Cypress Wealth Services
California
$2.53M +$173K +7,050 +7%
PMFA
250
Plante Moran Financial Advisors
Michigan
$2.5M -$17.1K -696 -0.7%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.