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Vanguard Growth ETF

753 hedge funds and large institutions have $27.9B invested in Vanguard Growth ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 296 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $467K

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

45.5% more ownership

Funds ownership: 411.27%456.77% (+45%)

21% more capital invested

Capital invested by funds: $23B → $27.9B (+$4.9B)

18% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 250

6% more funds holding in top 10

Funds holding in top 10: 109116 (+7)

3% more funds holding

Funds holding: 732753 (+21)

Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
17.22%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
2.65%
New
52
Increased
296
Reduced
250
Closed
27
Calls
$4.03M
Puts
$467K
Net Calls
+$3.56M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$3.44M +$540K +20,658 +19%
RWMH
227
Riverpoint Wealth Management Holdings
Illinois
$3.4M +$281K +10,728 +9%
FHC
228
First Heartland Consultants
Missouri
$3.36M +$444K +16,980 +16%
FAAS
229
First Allied Advisory Services
California
$3.34M +$163K +6,222 +5%
SSI
230
Scott & Selber Inc
Texas
$3.28M
NWP
231
Northstar Wealth Partners
Connecticut
$3.28M +$478K +18,264 +18%
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$3.22M -$509K -19,440 -14%
GA
233
GFS Advisors
Texas
$3.21M -$394K -15,060 -11%
CCWA
234
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.18M -$2.83K -108 -0.1%
ASN
235
Advisory Services Network
Georgia
$3.17M +$14.8K +564 +0.5%
HCM
236
Hollencrest Capital Management
California
$3.14M +$21.7K +828 +0.7%
ZB
237
Zions Bancorporation
Utah
$3.13M +$3.05M +116,436 New
Bessemer Group
238
Bessemer Group
New Jersey
$3.12M +$344K +13,152 +13%
SB
239
Simmons Bank
Arkansas
$3.1M -$1.16M -44,292 -28%
AF
240
Advisornet Financial
Minnesota
$3.05M -$15.1K -576 -0.5%
JIC
241
Johnson Investment Counsel
Ohio
$3.03M +$92.6K +3,540 +3%
LIM
242
Leavell Investment Management
Alabama
$3.03M +$22K +840 +0.8%
MAS
243
Managed Account Services
Florida
$2.98M +$583K +22,272 +23%
RFC
244
Regions Financial Corp
Alabama
$2.97M +$111K +4,260 +4%
Millennium Management
245
Millennium Management
New York
$2.96M +$2.1M +80,388 +269%
THWM
246
Taylor Hoffman Wealth Management
Virginia
$2.9M -$5.65K -216 -0.2%
EHC
247
Everett Harris & Co
California
$2.88M -$316K -12,060 -10%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$2.88M +$1.35M +51,480 +92%
AWM
249
Altium Wealth Management
New York
$2.87M -$644K -24,612 -19%
MSA
250
Marino Stram & Associates
Massachusetts
$2.86M +$850K +32,472 +44%

VUG Hedge Fund Activity: Q3 2018 in Review

753 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2018, worth a combined $27.9B — up 21% from $23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 27 closed out — a net gain of 25 holders — while 296 added to existing stakes and 250 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.02B. The largest seller was Cornerstone Wealth Management, cutting an estimated $232M.

  • 753 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2018, up from 732 in Q2 2018.
  • Funds reported $27.9B of Vanguard Growth ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q3 2018 and 27 closed out, a net change of +25 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.02B added.
  • The largest Vanguard Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2018.