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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$837K +$520K +21,204 +172%
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$824K
PL
403
Plancorp LLC
Missouri
$819K
LFS
404
Legacy Financial Strategies
Kansas
$818K -$285K -11,610 -26%
CCM
405
Coe Capital Management
Illinois
$812K
MCM
406
Manchester Capital Management
Vermont
$808K
DY
407
Dowling & Yahnke
California
$806K
TNB
408
Thomasville National Bank
Georgia
$799K +$38.3K +1,560 +5%
CFN
409
Cordasco Financial Network
Florida
$797K +$6.47K +264 +0.8%
OWM
410
Orgel Wealth Management
Wisconsin
$784K
MJRIC
411
Mogy Joel R Investment Counsel
California
$783K -$22.1K -900 -3%
RPC
412
Rossmore Private Capital
Connecticut
$775K -$11K -450 -1%
FIM
413
Freedom Investment Management
Connecticut
$773K -$55.3K -2,256 -7%
PWLP
414
Prio Wealth Limited Partnership
Massachusetts
$773K
ACI
415
Alpha Cubed Investments
California
$768K -$24.6K -1,002 -3%
GG
416
Gofen & Glossberg
Illinois
$760K
CA
417
Cornerstone Advisory
Maryland
$751K -$12.1K -492 -2%
BDF
418
Balasa Dinverno & Foltz
$746K +$24K +978 +3%
Millennium Management
419
Millennium Management
New York
$745K -$1.83M -74,730 -71%
AL
420
Aspiriant LLC
California
$743K -$714K -29,130 -49%
DACG
421
Donor Advised Charitable Giving
California
$741K +$174K +7,110 +32%
RJT
422
Raymond James Trust
Florida
$740K -$49.1K -2,004 -6%
OCM
423
Orser Capital Management
Texas
$723K +$186K +7,590 +37%
WCM
424
Windsor Capital Management
Arizona
$721K +$1.77K +72 +0.2%
CI
425
Chartist Inc
California
$718K +$144K +5,892 +26%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.