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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
RWRC
226
R.W. Roge & Company
New York
$7.84M +$7.36M +254,826 New
EWA
227
Exencial Wealth Advisors
Oklahoma
$7.73M +$3.03M +104,988 +70%
MAM
228
Marquette Asset Management
Minnesota
$7.71M +$5.87M +203,394 +401%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$7.59M -$1.38M -47,856 -16%
BCM
230
BTC Capital Management
Iowa
$7.53M -$12.3K -426 -0.2%
AIA
231
Arcadia Investment Advisors
Idaho
$7.5M -$349K -12,102 -5%
FA
232
FDx Advisors
Illinois
$7.49M +$392K +13,566 +6%
LRIA
233
Leonard Rickey Investment Advisors
Washington
$7.3M +$222K +7,686 +3%
MAFM
234
Mid Atlantic Financial Management
Pennsylvania
$7.29M -$1.1M -38,208 -14%
OPCM
235
Osborne Partners Capital Management
California
$7.22M -$381K -13,200 -5%
TCPWM
236
Traverso Chambers Private Wealth Management
California
$7.21M -$67.7K -2,346 -1%
RIA
237
Regal Investment Advisors
Michigan
$7.18M -$95.5K -3,306 -1%
MA
238
Mutual Advisors
Nebraska
$7.14M +$5.71M +197,892 +530%
HWMG
239
Hurlow Wealth Management Group
Indiana
$7.13M -$25K -864 -0.4%
TYCC
240
Texas Yale Capital Corp
Florida
$7.08M +$8.84K +306 +0.1%
Franklin Resources
241
Franklin Resources
California
$7.07M -$259K -8,970 -4%
GWM
242
Geneos Wealth Management
Colorado
$6.94M -$72.3K -2,502 -1%
BlackRock
243
BlackRock
New York
$6.91M -$14.2K -492 -0.2%
BDF
244
Black Diamond Financial
Maryland
$6.91M -$1.3M -44,880 -16%
IA
245
IFP Advisors
Florida
$6.88M -$1.61M -55,728 -20%
SAMC
246
Spectrum Asset Management (California)
California
$6.88M +$1.73K +60 +0%
NFG
247
Noven Financial Group
Colorado
$6.73M +$2.13M +73,842 +50%
TC
248
Truvestments Capital
Florida
$6.7M +$16.8K +582 +0.3%
BA
249
Bristlecone Advisors
Washington
$6.62M +$417K +14,424 +7%
FCI
250
Financial Counselors Inc
Kansas
$6.57M +$8.84K +306 +0.1%

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.