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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
WI
376
WrapManager Inc
California
$1.12M -$41.9K -1,602 -4%
SWM
377
Stockman Wealth Management
Montana
$1.1M -$88.7K -3,390 -8%
IWC
378
Integrated Wealth Concepts
Massachusetts
$1.09M +$778K +29,724 +280%
I
379
IberiaBank
Louisiana
$1.08M +$20.1K +768 +2%
FAM
380
Fenimore Asset Management
New York
$1.06M
LWAC
381
Laurel Wealth Advisors (California)
California
$1.06M +$153K +5,856 +17%
WTFG
382
Wells Trecaso Financial Group
Ohio
$1.06M +$1.03M +39,390 New
GT
383
Greenleaf Trust
Michigan
$1.05M
BB
384
Busey Bank
Illinois
$1.04M -$4.71K -180 -0.5%
FNBT
385
FineMark National Bank & Trust
Florida
$1.04M -$90.3K -3,450 -8%
BJL
386
Brighton Jones LLC
Washington
$1.04M -$52.4K -2,004 -5%
LP
387
LGL Partners
Pennsylvania
$1.03M
TC
388
Toews Corporation
New Jersey
$1.02M -$35.6K -1,362 -3%
CCM
389
Coe Capital Management
Illinois
$1.02M +$146K +5,580 +17%
AMG
390
Asset Management Group
Connecticut
$1.01M +$11.3K +432 +1%
AFM
391
Abbot Financial Management
Massachusetts
$1.01M +$68.3K +2,610 +7%
MIM
392
Marco Investment Management
Georgia
$1.01M -$7.85K -300 -0.8%
DWM
393
Doyle Wealth Management
Florida
$1M +$7.06K +270 +0.7%
SCM
394
SOL Capital Management
Maryland
$998K -$15.7K -600 -2%
RPGK
395
Retirement Planning Group (Kansas)
Kansas
$983K -$14.4K -552 -1%
GMA
396
Goldstein Munger & Associates
California
$982K
SFM
397
Signature Financial Management
Virginia
$982K
WGCA
398
Wolf Group Capital Advisors
Virginia
$981K +$218K +8,340 +30%
CG
399
Colony Group
Massachusetts
$976K +$43K +1,644 +5%
APP
400
Avantax Planning Partners
Iowa
$975K -$27.9K -1,068 -3%

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.