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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
KP
351
Keel Point
Alabama
$1.4M +$8.01K +306 +0.6%
TA
352
Tiedemann Advisors
New York
$1.4M -$5.18K -198 -0.4%
CWM
353
Connecticut Wealth Management
Connecticut
$1.4M
PA
354
Parallel Advisors
California
$1.38M +$84K +3,210 +7%
GP
355
Girard Partners
Pennsylvania
$1.37M -$154K -5,874 -10%
PFC
356
Personal Financial Consultants
California
$1.34M +$1.31M +49,914 New
DBRC
357
D.B. Root & Company
Pennsylvania
$1.33M -$68.1K -2,604 -5%
JFA
358
JNBA Financial Advisors
Minnesota
$1.31M -$309K -11,796 -19%
AOWM
359
Alpha Omega Wealth Management
Virginia
$1.31M -$29.8K -1,140 -2%
KWM
360
Kingsview Wealth Management
Oregon
$1.3M +$28.9K +1,104 +2%
AC
361
Alley Company
Illinois
$1.27M -$32.5K -1,242 -3%
CL
362
CPWM LLC
Washington
$1.27M +$1.26K +48 +0.1%
DPI
363
Diversified Portfolios Inc
Michigan
$1.27M -$80.2K -3,066 -6%
MA
364
MUFG Americas
New York
$1.26M +$78.3K +2,994 +7%
GCA
365
Gradient Capital Advisors
California
$1.26M +$269K +10,278 +28%
AFP
366
Ausdal Financial Partners
Iowa
$1.25M -$487K -18,624 -29%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$1.21M +$314K +12,000 +36%
SMG
368
Spectrum Management Group
Indiana
$1.2M
MCM
369
McMillion Capital Management
North Carolina
$1.17M
SCM
370
Snow Capital Management
Pennsylvania
$1.16M +$131K +5,022 +13%
FLII
371
First Long Island Investors
New York
$1.16M +$1.13M +43,050 New
KLI
372
Kelman-Lazarov Inc
Tennessee
$1.14M -$33.8K -1,290 -3%
NG
373
Northstar Group
New York
$1.14M +$184K +7,020 +20%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M
EWM
375
Empirical Wealth Management
Washington
$1.12M

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.