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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
SFPM
401
Sensible Financial Planning & Management
Massachusetts
$2.57M -$19.4K -672 -0.8%
EC
402
Estate Counselors
Wisconsin
$2.52M
BMCM
403
Bryn Mawr Capital Management
Pennsylvania
$2.51M
PCA
404
Personal Capital Advisors
California
$2.5M +$372K +12,882 +19%
PPA
405
Parametric Portfolio Associates
Washington
$2.49M +$11.1K +384 +0.5%
GHA
406
GW Henssler & Associates
Georgia
$2.49M +$35.9K +1,242 +2%
SG
407
StoneX Group
New York
$2.48M +$1.23M +42,594 +109%
AAMC
408
Asset Allocation & Management Company
Illinois
$2.47M +$2.35M +81,216 New
BPA
409
Beacon Pointe Advisors
California
$2.46M +$800K +27,708 +52%
CRC
410
Curi RMB Capital
Illinois
$2.4M
AFM
411
Abbot Financial Management
Massachusetts
$2.4M +$269K +9,300 +13%
CK
412
Cohen Klingenstein
New York
$2.38M +$75.4K +2,610 +3%
OCM
413
One Capital Management
California
$2.37M -$193K -6,678 -8%
JHCP
414
Jackson Hole Capital Partners
Oklahoma
$2.35M
SBH
415
Segall Bryant & Hamill
Illinois
$2.32M -$78.7K -2,724 -3%
WP
416
WealthSource Partners
California
$2.31M -$122K -4,224 -5%
AWM
417
Altium Wealth Management
New York
$2.31M -$35.2K -1,218 -2%
DWT
418
Dorsey & Whitney Trust
South Dakota
$2.3M +$152K +5,250 +7%
CG
419
Colony Group
Massachusetts
$2.25M +$914K +31,656 +74%
Two Sigma Advisers
420
Two Sigma Advisers
New York
$2.24M +$537K +18,600 +34%
OWA
421
Outlook Wealth Advisors
Texas
$2.22M -$55.1K -1,908 -3%
SCM
422
SOL Capital Management
Maryland
$2.21M +$109K +3,780 +5%
BF
423
BOK Financial
Oklahoma
$2.19M +$574K +19,890 +38%
AAM
424
Aureus Asset Management
Massachusetts
$2.16M +$46.1K +1,596 +2%
CAG
425
Csenge Advisory Group
Florida
$2.08M +$99.8K +3,456 +5%

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.