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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
351
Hochman Cole Investment Advisors
Illinois
$2.57M -$326K -11,754 -11%
PMFA
352
Plante Moran Financial Advisors
Michigan
$2.56M -$27.6K -996 -1%
ECG
353
Edge Capital Group
Georgia
$2.55M +$499 +18 +0%
CFA
354
Carroll Financial Associates
North Carolina
$2.5M
HNB
355
Huntington National Bank
Ohio
$2.47M
UBV
356
United Bank (Virginia)
Virginia
$2.44M
CWS
357
Cypress Wealth Services
California
$2.43M +$3.66K +132 +0.2%
CF
358
Centaurus Financial
California
$2.43M +$78.4K +2,826 +3%
SFPM
359
Sensible Financial Planning & Management
Massachusetts
$2.37M
OCM
360
One Capital Management
California
$2.35M
DW
361
Domani Wealth
Pennsylvania
$2.33M -$52.9K -1,908 -2%
EC
362
Estate Counselors
Wisconsin
$2.3M +$1.38M +49,800 +150%
BMCM
363
Bryn Mawr Capital Management
Pennsylvania
$2.29M -$93.6K -3,372 -4%
MHS
364
M Holdings Securities
Oregon
$2.27M +$106K +3,822 +5%
PPA
365
Parametric Portfolio Associates
Washington
$2.27M -$274K -9,882 -11%
GHA
366
GW Henssler & Associates
Georgia
$2.24M +$42.3K +1,524 +2%
WP
367
WealthSource Partners
California
$2.23M -$193K -6,966 -8%
SBH
368
Segall Bryant & Hamill
Illinois
$2.2M +$119K +4,278 +6%
CRC
369
Curi RMB Capital
Illinois
$2.19M
JHCP
370
Jackson Hole Capital Partners
Oklahoma
$2.15M
AWM
371
Altium Wealth Management
New York
$2.14M -$18.3K -660 -0.8%
CK
372
Cohen Klingenstein
New York
$2.1M
OWA
373
Outlook Wealth Advisors
Texas
$2.08M -$23.8K -858 -1%
BPWA
374
Beacon Pointe Wealth Advisors
California
$2.04M +$1.45M +52,338 +245%
DWT
375
Dorsey & Whitney Trust
South Dakota
$1.96M +$1.96M +70,632 New

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.