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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
RWMH
301
Riverpoint Wealth Management Holdings
Illinois
$4.77M -$9.88K -342 -0.2%
LFAS
302
Level Four Advisory Services
Texas
$4.76M +$570K +19,752 +14%
SWM
303
Segment Wealth Management
Texas
$4.74M
BC
304
Burney Company
Virginia
$4.66M -$39.7K -1,374 -0.9%
MSA
305
Marino Stram & Associates
Massachusetts
$4.63M +$171K +5,910 +4%
NNP
306
Nachman Norwood & Parrott
South Carolina
$4.6M -$115K -3,966 -3%
ABC
307
Associated Banc-Corp
Wisconsin
$4.57M +$297K +10,272 +7%
LBD
308
Landsberg Bennett & Dubbaneh
Florida
$4.52M -$35.5K -1,230 -0.8%
FAG
309
Financial Advisory Group
Texas
$4.5M
B
310
Bridgeworth
Alabama
$4.45M -$524K -18,150 -11%
DBT
311
Dubuque Bank & Trust
Iowa
$4.42M +$3.66M +126,654 +672%
HSWM
312
Hubbell Strickland Wealth Management
Louisiana
$4.42M -$866 -30 -0%
EPA
313
Element Pointe Advisors
Florida
$4.41M
EHC
314
Everett Harris & Co
California
$4.4M +$122K +4,218 +3%
EFL
315
ERn Financial LLC
Wisconsin
$4.39M +$3.68M +127,290 +740%
A
316
AdvicePeriod
California
$4.29M -$91.8K -3,180 -2%
FUBT
317
First United Bank & Trust
Maryland
$4.29M +$188K +6,522 +5%
RIL
318
Rothschild Investment LLC
Illinois
$4.28M -$4.33K -150 -0.1%
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$4.18M +$2.6M +90,048 +189%
MWM
320
Merriman Wealth Management
Washington
$4.17M +$347 +12 +0%
FEG
321
Fund Evaluation Group
Ohio
$4.16M +$3.96M +136,962 New
RA
322
Riversedge Advisors
Delaware
$4.15M +$339K +11,754 +9%
CG
323
Caprock Group
Idaho
$4.15M +$284K +9,822 +8%
IWM
324
IHT Wealth Management
Illinois
$4.13M -$530K -18,342 -12%
GFPC
325
Global Financial Private Client
Florida
$4.04M +$3.84M +132,978 New

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.