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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
NFG
276
Noven Financial Group
Colorado
$4.09M +$139K +5,004 +4%
NA
277
NewEdge Advisors
Louisiana
$4.08M +$277K +9,990 +7%
MSA
278
Marino Stram & Associates
Massachusetts
$4.07M +$195K +7,032 +5%
HSWM
279
Hubbell Strickland Wealth Management
Louisiana
$4.03M +$4.03M +145,434 New
EPA
280
Element Pointe Advisors
Florida
$4.03M -$454K -16,350 -10%
SIA
281
Strategic Investment Advisors
Michigan
$4.02M +$496K +17,892 +14%
A
282
AdvicePeriod
California
$4M -$69.6K -2,508 -2%
MAS
283
Managed Account Services
Florida
$3.94M +$304K +10,944 +8%
RIL
284
Rothschild Investment LLC
Illinois
$3.91M +$4.16K +150 +0.1%
EHC
285
Everett Harris & Co
California
$3.9M +$156K +5,640 +4%
ABC
286
Associated Banc-Corp
Wisconsin
$3.88M +$3.42M +123,126 +723%
MWM
287
Merriman Wealth Management
Washington
$3.81M +$916K +33,000 +32%
LFAS
288
Level Four Advisory Services
Texas
$3.8M +$309K +11,148 +9%
FUBT
289
First United Bank & Trust
Maryland
$3.73M -$675K -24,318 -15%
CFGS
290
Concourse Financial Group Securities
Alabama
$3.68M -$15.3M -553,062 -81%
CCA
291
Checchi Capital Advisers
California
$3.63M +$1.55M +55,890 +74%
SWP
292
Stratos Wealth Partners
Ohio
$3.63M +$1.24M +44,604 +52%
GIA
293
Gladstone Institutional Advisory
Florida
$3.59M -$891K -32,118 -20%
DWM
294
Dakota Wealth Management
Florida
$3.57M +$93.2K +3,360 +3%
SHGA
295
Sand Hill Global Advisors
California
$3.55M +$3.56M +128,256 New
IC
296
Intersect Capital
California
$3.55M -$1.83K -66 -0.1%
CG
297
Caprock Group
Idaho
$3.52M +$199K +7,176 +6%
SB
298
Simmons Bank
Arkansas
$3.51M -$85.9K -3,096 -2%
AWM
299
Aries Wealth Management
Maine
$3.5M +$179K +6,450 +5%
CCWA
300
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.43M +$60.1K +2,166 +2%

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.