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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
376
Matrix Private Capital Group
New York
$2.95M +$2.8M +97,116 New
Loomis, Sayles & Company
377
Loomis, Sayles & Company
Massachusetts
$2.95M +$1.36M +46,938 +94%
TVWM
378
Tower View Wealth Management
Wisconsin
$2.93M -$59.1K -2,046 -2%
GWMIA
379
Global Wealth Management Investment Advisory
Florida
$2.92M +$61.2K +2,118 +2%
IA
380
IFG Advisory
Georgia
$2.88M -$123K -4,242 -4%
BAM
381
Belpointe Asset Management
Nevada
$2.87M -$33.8K -1,170 -1%
DCM
382
Donaldson Capital Management
Indiana
$2.86M -$371K -12,852 -12%
SHWM
383
Smith & Howard Wealth Management
Georgia
$2.86M +$688K +23,826 +34%
APW
384
Aurora Private Wealth
New Jersey
$2.85M +$2.72M +94,044 New
MMA
385
Miracle Mile Advisors
California
$2.85M -$189K -6,558 -7%
CPA
386
Clear Perspective Advisors
Illinois
$2.8M -$2.59M -89,520 -49%
ECG
387
Edge Capital Group
Georgia
$2.79M +$173 +6 +0%
HCIA
388
Hochman Cole Investment Advisors
Illinois
$2.76M -$49.9K -1,728 -2%
SCM
389
SCS Capital Management
Massachusetts
$2.73M -$182K -6,300 -7%
CFA
390
Carroll Financial Associates
North Carolina
$2.72M -$14.7K -510 -0.6%
ISL
391
Ingalls & Snyder LLC
New York
$2.69M -$341K -11,820 -12%
HNB
392
Huntington National Bank
Ohio
$2.69M
PMFA
393
Plante Moran Financial Advisors
Michigan
$2.69M -$107K -3,702 -4%
UBV
394
United Bank (Virginia)
Virginia
$2.67M
EWM
395
Executive Wealth Management
Michigan
$2.67M -$978K -33,852 -28%
TFS
396
TrustCore Financial Services
Tennessee
$2.66M -$212K -7,338 -8%
TA
397
Tiedemann Advisors
New York
$2.63M -$685K -23,724 -21%
DW
398
Domani Wealth
Pennsylvania
$2.63M +$81.4K +2,820 +3%
RG
399
Retirement Group
California
$2.62M +$2.49M +86,262 New
CWS
400
Cypress Wealth Services
California
$2.61M -$53.7K -1,860 -2%

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.