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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
HCIA
251
Hochman Cole Investment Advisors
Illinois
$2.85M
SF
252
Synovus Financial
Georgia
$2.82M -$2.51K -96 -0.1%
EWA
253
Exencial Wealth Advisors
Oklahoma
$2.81M -$670K -25,602 -20%
CWS
254
Cypress Wealth Services
California
$2.81M +$87.6K +3,348 +3%
IC
255
Intersect Capital
California
$2.8M +$8.16K +312 +0.3%
FUBT
256
First United Bank & Trust
Maryland
$2.79M +$165K +6,306 +6%
TVWM
257
Tower View Wealth Management
Wisconsin
$2.77M -$5.49K -210 -0.2%
SRC
258
Shufro Rose & Co
New York
$2.73M
CG
259
Caprock Group
Idaho
$2.73M +$76.4K +2,922 +3%
AWM
260
Aries Wealth Management
Maine
$2.7M +$246K +9,420 +10%
IA
261
IFG Advisory
Georgia
$2.7M +$141K +5,382 +6%
GAM
262
Gemmer Asset Management
California
$2.7M +$61.2K +2,340 +2%
PMFA
263
Plante Moran Financial Advisors
Michigan
$2.69M -$2.98K -114 -0.1%
SS
264
Simplicity Solutions
Minnesota
$2.69M +$609K +23,292 +30%
CANC
265
Culbertson A N & Co
Virginia
$2.62M +$182K +6,960 +8%
SWP
266
Stratos Wealth Partners
Ohio
$2.61M +$3.14K +120 +0.1%
TPWA
267
TRUE Private Wealth Advisors
Oregon
$2.6M +$681K +26,040 +37%
BlackRock
268
BlackRock
New York
$2.59M +$829K +31,680 +49%
UBV
269
United Bank (Virginia)
Virginia
$2.58M
CPA
270
Clear Perspective Advisors
Illinois
$2.57M +$11K +420 +0.4%
BCM
271
Brookstone Capital Management
Illinois
$2.54M +$1.48M +56,550 +148%
FA
272
FC Advisory
Pennsylvania
$2.53M +$39.4K +1,506 +2%
LFAS
273
Level Four Advisory Services
Texas
$2.53M +$95.6K +3,654 +4%
FC
274
Forte Capital
New York
$2.52M -$7.85K -300 -0.3%
LRPA
275
L. Roy Papp & Associates
Arizona
$2.48M -$87.4K -3,342 -3%

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.