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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
SHWM
376
Smith & Howard Wealth Management
Georgia
$1.95M +$1.62M +58,536 +501%
AAM
377
Aureus Asset Management
Massachusetts
$1.93M
AFM
378
Abbot Financial Management
Massachusetts
$1.93M +$42.4K +1,530 +2%
RW
379
REDW Wealth
New Mexico
$1.93M -$20.8K -750 -1%
PCA
380
Personal Capital Advisors
California
$1.93M -$118K -4,260 -6%
SCM
381
SOL Capital Management
Maryland
$1.92M +$499K +18,000 +35%
CCP
382
Corient Capital Partners
California
$1.88M
VCA
383
Verdence Capital Advisors
Maryland
$1.87M
SWA
384
Stratos Wealth Advisors
Ohio
$1.86M +$1.13M +40,728 +154%
ACP
385
Aveo Capital Partners
Colorado
$1.83M -$395K -14,226 -18%
FFN
386
Focus Financial Network
Minnesota
$1.82M +$58.8K +2,118 +3%
PA
387
Parallel Advisors
California
$1.81M +$652K +23,508 +56%
CAG
388
Csenge Advisory Group
Florida
$1.8M +$1.54M +55,398 +580%
MA
389
MUFG Americas
New York
$1.79M +$128K +4,626 +8%
BJL
390
Brighton Jones LLC
Washington
$1.78M +$266K +9,594 +18%
PA
391
Probity Advisors
Texas
$1.78M -$108K -3,900 -6%
NB
392
Nicolet Bankshares
Wisconsin
$1.74M +$54.8K +1,974 +3%
H
393
HoyleCohen
California
$1.74M +$589K +21,222 +51%
OIA
394
OneDigital Investment Advisors
Kansas
$1.73M -$92.1K -3,318 -5%
FIM
395
Frontier Investment Management
Texas
$1.73M +$2.16K +78 +0.1%
DSA
396
Droms Strauss Advisors
Missouri
$1.7M -$3.5K -126 -0.2%
GCA
397
Gradient Capital Advisors
California
$1.67M -$13.8K -498 -0.8%
NDSI
398
Newman Dignan & Sheerar Inc
Rhode Island
$1.67M -$8.49K -306 -0.5%
PD
399
Planning Directions
Pennsylvania
$1.63M +$52.9K +1,908 +3%
DWA
400
Dougherty Wealth Advisers
Minnesota
$1.62M +$198K +7,146 +14%

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.