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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
JGIA
451
Jackson Grant Investment Advisers
Connecticut
$593K -$36K -1,470 -6%
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$592K +$147 +6 +0%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$589K -$12.9K -528 -2%
Mackenzie Financial
454
Mackenzie Financial
Ontario, Canada
$584K +$574K +23,400 New
HCM
455
Hengehold Capital Management
Ohio
$583K -$42.4K -1,728 -7%
ST
456
Smithfield Trust
Pennsylvania
$569K -$3.53K -144 -0.6%
RWM
457
RKL Wealth Management
Pennsylvania
$568K
ATC
458
Argent Trust Co
Tennessee
$561K +$57.5K +2,346 +12%
BCI
459
Brinker Capital Investments
Pennsylvania
$542K -$78.1K -3,186 -13%
MWAC
460
Mariner Wealth Advisors (Cincinnati)
Ohio
$541K
CAG
461
Crestwood Advisors Group
Massachusetts
$540K -$78K -3,180 -13%
CPO
462
Cerity Partners OCIO
New York
$537K +$38.4K +1,566 +8%
PCA
463
Personal Capital Advisors
California
$531K -$83.3K -3,396 -14%
KL
464
KWMG LLC
Kansas
$529K +$32.1K +1,308 +7%
PCM
465
Poehling Capital Management
Wisconsin
$524K
SG
466
StoneX Group
New York
$524K +$11.3K +462 +2%
CHA
467
Carmichael Hill & Associates
Maryland
$520K +$294 +12 +0.1%
RMCM
468
Reynders McVeigh Capital Management
Massachusetts
$520K +$4.56K +186 +0.9%
NFG
469
Next Financial Group
Texas
$514K -$2.39M -97,506 -83%
CT
470
CPF Texas
Texas
$510K -$140K -5,712 -22%
HPC
471
HM Payson & Co
Maine
$507K +$53.1K +2,166 +12%
AWA
472
Arete Wealth Advisors
Illinois
$507K +$221K +9,012 +80%
BCP
473
Berkeley Capital Partners
Georgia
$505K -$27.2K -1,110 -5%
LWA
474
Lenox Wealth Advisors
New York
$503K -$105K -4,272 -18%
EIA
475
Eldridge Investment Advisors
New Hampshire
$502K -$45K -1,836 -8%

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.