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Vanguard Growth ETF
VUG

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: 724 → 732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110 → 109 (-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

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$1.24B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$299M
3
Bank of America
Bank of America
North Carolina
+$113M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$87.8M
5
TI
Truepoint Inc
Ohio
+$67.1M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$84M
2
MML Investors Services
MML Investors Services
Massachusetts
-$34.5M
3
IA
IndexIQ Advisors
New York
-$22.1M
4
PI
PFS Investments
Georgia
-$19.2M
5
Axa
Axa
France
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
251
Caprock Group
Idaho
$2.46M +$359K +14,646 +17%
GAM
252
Gemmer Asset Management
California
$2.45M -$22.8K -930 -0.9%
FUBT
253
First United Bank & Trust
Maryland
$2.44M +$189K +7,710 +9%
SWP
254
Stratos Wealth Partners
Ohio
$2.43M -$1.11M -45,306 -32%
MAS
255
Managed Account Services
Florida
$2.42M +$6.18K +252 +0.3%
UBV
256
United Bank (Virginia)
Virginia
$2.4M -$219K -8,916 -8%
LRPA
257
L. Roy Papp & Associates
Arizona
$2.39M -$438K -17,880 -16%
CPA
258
Clear Perspective Advisors
Illinois
$2.38M – – –
IA
259
IFG Advisory
Georgia
$2.38M +$215K +8,778 +10%
FC
260
Forte Capital
New York
$2.36M -$31.8K -1,296 -1%
MMA
261
Miracle Mile Advisors
California
$2.35M +$909K +37,050 +65%
AWM
262
Aries Wealth Management
Maine
$2.34M +$48.6K +1,980 +2%
FA
263
FC Advisory
Pennsylvania
$2.31M +$175K +7,122 +8%
CFD
264
Creative Financial Designs
Indiana
$2.31M +$12.8K +522 +0.6%
EA
265
Edge Advisors
Georgia
$2.31M -$85.8K -3,498 -4%
ACM
266
AlphaStar Capital Management
North Carolina
$2.29M +$17.7K +720 +0.8%
ACP
267
Aveo Capital Partners
Colorado
$2.27M -$19K -774 -0.8%
CANC
268
Culbertson A N & Co
Virginia
$2.26M +$266K +10,860 +14%
SCA
269
Snowden Capital Advisors
New York
$2.26M -$309K -12,600 -12%
LFAS
270
Level Four Advisory Services
Texas
$2.26M +$102K +4,146 +5%
CAC
271
Certified Advisory Corp
Florida
$2.24M +$199K +8,100 +10%
OCM
272
One Capital Management
California
$2.22M – – –
BFA
273
Bragg Financial Advisors
North Carolina
$2.18M +$40.5K +1,650 +2%
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$2.1M – – –
CCA
275
Checchi Capital Advisers
California
$2.1M +$157K +6,408 +8%
9 10
11
12 13

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.