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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$1.21M +$49.3K +2,010 +4%
LSA
352
L & S Advisors
California
$1.2M -$22.8K -930 -2%
CL
353
CPWM LLC
Washington
$1.18M +$215K +8,784 +23%
KWM
354
Kingsview Wealth Management
Oregon
$1.18M +$123K +4,998 +12%
MWM
355
Meridian Wealth Management
Kentucky
$1.11M -$883 -36 -0.1%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$94.6K +3,858 +9%
SMG
357
Spectrum Management Group
Indiana
$1.11M +$10.6K +432 +1%
SWM
358
Stockman Wealth Management
Montana
$1.11M -$31.6K -1,290 -3%
MA
359
MUFG Americas
New York
$1.1M +$89.6K +3,654 +9%
KLI
360
Kelman-Lazarov Inc
Tennessee
$1.09M -$89.8K -3,660 -8%
MCM
361
McMillion Capital Management
North Carolina
$1.08M
WI
362
WrapManager Inc
California
$1.08M -$45.2K -1,842 -4%
EAMA
363
EFG Asset Management (Americas)
Florida
$1.08M
FNBT
364
FineMark National Bank & Trust
Florida
$1.06M +$82.7K +3,372 +9%
WSTAM
365
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M +$24.7K +1,008 +2%
EWM
366
Empirical Wealth Management
Washington
$1.04M +$101K +4,116 +11%
EVM
367
Eaton Vance Management
Massachusetts
$1.03M -$932K -38,022 -48%
BJL
368
Brighton Jones LLC
Washington
$1.02M -$44.7K -1,824 -4%
WTB
369
Washington Trust Bank
Washington
$1.01M
HCA
370
Harbour Capital Advisors
Virginia
$996K
HTC
371
Haverford Trust Company
Pennsylvania
$993K -$56.1K -2,286 -5%
I
372
IberiaBank
Louisiana
$987K +$561K +22,866 +137%
FAM
373
Fenimore Asset Management
New York
$986K +$968K +39,486 New
TC
374
Toews Corporation
New Jersey
$985K +$40.9K +1,668 +4%
BB
375
Busey Bank
Illinois
$977K -$5.3K -216 -0.5%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.