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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
CAC
251
Certified Advisory Corp
Florida
$6.48M +$490K +16,974 +9%
Northern Trust
252
Northern Trust
Illinois
$6.37M -$1.26M -43,722 -17%
GRP
253
Global Retirement Partners
California
$6.37M -$710K -24,576 -10%
PBF
254
Petix & Botte Financial
California
$6.28M +$5.97M +206,886 New
Brown Advisory
255
Brown Advisory
Maryland
$6.28M -$29.3K -1,014 -0.5%
WCM
256
Windham Capital Management
Massachusetts
$6.26M -$17.1M -591,582 -74%
DC
257
Davenport & Co
Virginia
$6.23M +$167K +5,766 +3%
OCPWS
258
One Charles Private Wealth Services
Massachusetts
$6.22M +$5.91M +204,774 New
REMPR
259
Roof Eidam Maycock Peralta (REMP)
California
$6.12M +$325K +11,250 +6%
RWP
260
RWA Wealth Partners
Massachusetts
$6.08M +$281K +9,726 +5%
HR
261
Hardy Reed
Mississippi
$6.05M +$161K +5,574 +3%
ZB
262
Zions Bancorporation
Utah
$6.05M +$2.49M +86,322 +76%
HWM
263
Howard Wealth Management
Connecticut
$6.03M +$5.74M +198,672 New
SWP
264
Stratos Wealth Partners
Ohio
$5.99M +$1.92M +66,516 +51%
LNC
265
Lincoln National Corp
Pennsylvania
$5.94M +$251K +8,694 +5%
FHA
266
Flagship Harbor Advisors
Massachusetts
$5.92M -$132K -4,566 -2%
LFG
267
LifePlan Financial Group
Ohio
$5.91M -$114K -3,948 -2%
PA
268
Paracle Advisors
Washington
$5.91M -$322K -11,148 -5%
RZH
269
Relyea Zuckerberg Hanson
Connecticut
$5.88M +$5.59M +193,494 New
CTC
270
Central Trust Company
Missouri
$5.81M +$76.4K +2,646 +1%
BFA
271
Bragg Financial Advisors
North Carolina
$5.78M +$517K +17,904 +10%
MA
272
MCF Advisors
Kentucky
$5.77M -$80K -2,772 -1%
PA
273
PFG Advisors
Arizona
$5.64M +$166K +5,748 +3%
CAL
274
Capital Advisors Ltd
Ohio
$5.6M +$11.4K +396 +0.2%
NP
275
NorthRock Partners
Minnesota
$5.51M -$6.28M -217,584 -55%

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.