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Vanguard Growth ETF

753 hedge funds and large institutions have $27.9B invested in Vanguard Growth ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 296 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $467K

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

45.5% more ownership

Funds ownership: 411.27%456.77% (+45%)

21% more capital invested

Capital invested by funds: $23B → $27.9B (+$4.9B)

18% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 250

6% more funds holding in top 10

Funds holding in top 10: 109116 (+7)

3% more funds holding

Funds holding: 732753 (+21)

Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
17.22%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
2.65%
New
52
Increased
296
Reduced
250
Closed
27
Calls
$4.03M
Puts
$467K
Net Calls
+$3.56M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
326
Carnegie Investment Counsel
Ohio
$1.7M +$540K +20,640 +42%
MA
327
Mutual Advisors
Nebraska
$1.69M +$328K +12,546 +25%
BWM
328
Bernicke Wealth Management
Wisconsin
$1.69M -$124K -4,758 -7%
KF
329
Krilogy Financial
Missouri
$1.68M -$71.6K -2,736 -4%
CI
330
CX Institutional
Indiana
$1.65M +$317K +12,108 +24%
KA
331
Kovack Advisors
Florida
$1.65M -$13K -498 -0.8%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$425K +16,236 +36%
FIG
333
FundX Investment Group
California
$1.61M +$1.57M +60,000 New
NDSI
334
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M -$7.22K -276 -0.4%
STMM
335
South Texas Money Management
Texas
$1.56M -$75K -2,868 -5%
KeyBank National Association
336
KeyBank National Association
Ohio
$1.55M +$34.1K +1,302 +2%
SSB
337
Sandy Spring Bank
Maryland
$1.55M +$159K +6,078 +12%
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$1.55M -$43.6K -1,668 -3%
TCM
339
Tradition Capital Management
New Jersey
$1.55M +$1.51M +57,690 New
CAS
340
Cue Advisory Services
Arizona
$1.53M -$36.1K -1,380 -2%
M
341
MOTCO
Texas
$1.51M -$16.3K -624 -1%
PD
342
Planning Directions
Pennsylvania
$1.5M -$38.1K -1,458 -3%
EAM
343
Evanson Asset Management
California
$1.5M -$233K -8,904 -14%
BF
344
BOK Financial
Oklahoma
$1.49M +$39.4K +1,506 +3%
MBA
345
McQueen Ball & Associates
Pennsylvania
$1.48M
Brown Advisory
346
Brown Advisory
Maryland
$1.48M -$54.6K -2,088 -4%
Janus Henderson Group
347
Janus Henderson Group
United Kingdom
$1.47M +$456K +17,430 +47%
JSL
348
JT Stratford LLC
Georgia
$1.46M +$1.43M +54,468 New
GLA
349
Great Lakes Advisors
Illinois
$1.42M +$118K +4,512 +9%
SCA
350
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M

VUG Hedge Fund Activity: Q3 2018 in Review

753 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2018, worth a combined $27.9B — up 21% from $23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 27 closed out — a net gain of 25 holders — while 296 added to existing stakes and 250 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.02B. The largest seller was Cornerstone Wealth Management, cutting an estimated $232M.

  • 753 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2018, up from 732 in Q2 2018.
  • Funds reported $27.9B of Vanguard Growth ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q3 2018 and 27 closed out, a net change of +25 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.02B added.
  • The largest Vanguard Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2018.