We are live on ! Find out more
VUG icon

Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
PFG Advisors
Arizona
$4.83M +$351K +12,666 +8%
BFA
252
Bragg Financial Advisors
North Carolina
$4.78M +$327K +11,796 +7%
NFG
253
Next Financial Group
Texas
$4.77M -$58.8K -2,118 -1%
UR
254
USCA RIA
Texas
$4.64M +$147K +5,304 +3%
GSIS
255
Global Strategic Investment Solutions
Arizona
$4.64M +$1.12M +40,320 +32%
RSWM
256
Robertson Stephens Wealth Management
California
$4.59M +$487K +17,550 +12%
B
257
Bridgeworth
Alabama
$4.57M -$56.9K -2,052 -1%
FHC
258
First Heartland Consultants
Missouri
$4.57M +$99.4K +3,582 +2%
C
259
Clearshares
New York
$4.53M -$365K -13,140 -7%
PWP
260
Principle Wealth Partners
Connecticut
$4.5M +$649K +23,376 +17%
MC
261
Mathes Company
New York
$4.42M +$166K +6,000 +4%
CB
262
Commerce Bank
Missouri
$4.39M +$358K +12,894 +9%
IAA
263
Ironsides Asset Advisors
North Carolina
$4.38M
NWP
264
Northstar Wealth Partners
Connecticut
$4.38M +$103K +3,726 +2%
RWMH
265
Riverpoint Wealth Management Holdings
Illinois
$4.37M +$873K +31,482 +25%
SWM
266
Segment Wealth Management
Texas
$4.33M
NNP
267
Nachman Norwood & Parrott
South Carolina
$4.31M -$49.9K -1,800 -1%
BC
268
Burney Company
Virginia
$4.29M -$275K -9,912 -6%
IWM
269
IHT Wealth Management
Illinois
$4.28M +$443K +15,960 +12%
SS
270
Simplicity Solutions
Minnesota
$4.25M +$401K +14,448 +10%
PMG
271
ProVise Management Group
Florida
$4.18M +$39.1K +1,410 +0.9%
EWA
272
Exencial Wealth Advisors
Oklahoma
$4.14M +$1.11M +39,990 +37%
LBD
273
Landsberg Bennett & Dubbaneh
Florida
$4.14M -$70.1K -2,526 -2%
BSW
274
Buckingham Strategic Wealth
Missouri
$4.11M +$399K +14,370 +11%
FAG
275
Financial Advisory Group
Texas
$4.11M -$459K -16,530 -10%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.