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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
HB
276
Homrich & Berg
Georgia
$5.45M -$195K -6,756 -4%
TFA
277
TPG Financial Advisors
Oregon
$5.45M -$47.3K -1,638 -0.9%
JFG
278
JMG Financial Group
Illinois
$5.42M
HFG
279
Heron Financial Group
New York
$5.3M +$4.66M +161,334 New
PWP
280
Principle Wealth Partners
Connecticut
$5.26M +$315K +10,902 +7%
UR
281
USCA RIA
Texas
$5.25M +$160K +5,544 +3%
GSIS
282
Global Strategic Investment Solutions
Arizona
$5.21M +$128K +4,446 +3%
ASN
283
Advisory Services Network
Georgia
$5.12M -$453K -15,690 -9%
NFG
284
Next Financial Group
Texas
$5.08M -$134K -4,632 -3%
SIA
285
Strategic Investment Advisors
Michigan
$5.06M +$619K +21,420 +15%
FLA
286
Financial Life Advisors
Texas
$5.01M -$323K -11,196 -6%
RSWM
287
Robertson Stephens Wealth Management
California
$5M -$25.8K -894 -0.5%
BSW
288
Buckingham Strategic Wealth
Missouri
$5M +$468K +16,200 +11%
NWP
289
Northstar Wealth Partners
Connecticut
$4.99M +$182K +6,306 +4%
FC
290
Forte Capital
New York
$4.98M +$1.34M +46,398 +39%
NA
291
NewEdge Advisors
Louisiana
$4.98M +$490K +16,980 +12%
CB
292
Commerce Bank
Missouri
$4.96M +$147K +5,088 +3%
C
293
Clearshares
New York
$4.96M
FHC
294
First Heartland Consultants
Missouri
$4.96M -$43.8K -1,518 -0.9%
PMG
295
ProVise Management Group
Florida
$4.92M +$321K +11,100 +7%
MW
296
Marcum Wealth
Ohio
$4.88M +$4.64M +160,848 New
MC
297
Mathes Company
New York
$4.84M
PFG
298
Pacific Financial Group
Washington
$4.82M +$3.88M +134,304 +553%
IAA
299
Ironsides Asset Advisors
North Carolina
$4.8M
MAS
300
Managed Account Services
Florida
$4.78M +$328K +11,370 +8%

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.