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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
AL
426
Aspiriant LLC
California
$798K
CA
427
Cornerstone Advisory
Maryland
$797K -$10K -384 -1%
BDF
428
Balasa Dinverno & Foltz
$779K -$22.6K -864 -3%
RPC
429
Rossmore Private Capital
Connecticut
$773K -$58.7K -2,244 -7%
HSA
430
HBK Sorce Advisory
Pennsylvania
$765K +$6.59K +252 +0.9%
BFG
431
Beacon Financial Group
Texas
$759K
MCM
432
MAI Capital Management
Ohio
$759K +$35K +1,338 +5%
CA
433
Continuum Advisory
Idaho
$759K +$39.2K +1,500 +6%
WCM
434
Windsor Capital Management
Arizona
$758K -$16.2K -618 -2%
MCM
435
Manchester Capital Management
Vermont
$756K -$110K -4,200 -13%
NHC
436
Nicholas Hoffman & Company
Georgia
$749K -$17.3K -660 -2%
OCM
437
Orser Capital Management
Texas
$739K +$37.7K +1,440 +5%
NWM
438
Northwest Wealth Management
Iowa
$733K -$22.9K -876 -3%
WF
439
WoodTrust Financial
Wisconsin
$733K -$4.71K -180 -0.7%
SWM
440
Sequoia Wealth Management
Illinois
$728K
JGIA
441
Jackson Grant Investment Advisers
Connecticut
$726K +$86.2K +3,294 +14%
CA
442
Calton & Associates
Florida
$725K +$297K +11,352 +73%
HFS
443
HL Financial Services
Kentucky
$718K +$455K +17,388 +185%
TSWM
444
Triangle Securities Wealth Management
North Carolina
$700K -$2.35K -90 -0.3%
FIM
445
Freedom Investment Management
Connecticut
$698K -$128K -4,878 -16%
DACG
446
Donor Advised Charitable Giving
California
$694K -$99.7K -3,810 -13%
CIA
447
Covington Investment Advisors
Pennsylvania
$685K +$314 +12 +0%
NFG
448
Nations Financial Group
Iowa
$683K +$268K +10,236 +67%
WP
449
WMS Partners
Maryland
$681K
NSAM
450
North Star Asset Management
Wisconsin
$679K -$3.92K -150 -0.6%

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.