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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
ATC
451
Argent Trust Co
Tennessee
$679K +$72.8K +2,784 +12%
SWM
452
SeaCrest Wealth Management
New York
$670K -$7.54K -288 -1%
AWA
453
Arete Wealth Advisors
Illinois
$666K +$116K +4,440 +22%
ACI
454
Alpha Cubed Investments
California
$664K -$109K -4,164 -14%
CFN
455
Cordasco Financial Network
Florida
$655K -$196K -7,500 -24%
G
456
GenTrust
Florida
$646K
SIA
457
Starfire Investment Advisers
Michigan
$643K -$55.1K -2,106 -8%
NFG
458
NewFocus Financial Group
Washington
$641K -$52.6K -2,010 -8%
SHA
459
Seneca House Advisors
Virginia
$639K -$19.8K -756 -3%
MCM
460
Mainstay Capital Management
Michigan
$630K +$212K +8,106 +53%
F
461
F3Logic
Minnesota
$628K -$1.43M -54,612 -70%
RWM
462
RKL Wealth Management
Pennsylvania
$621K +$10.2K +390 +2%
PCA
463
Personal Capital Advisors
California
$621K +$49.3K +1,884 +9%
SS
464
Sunbelt Securities
Texas
$620K -$44.7K -1,710 -7%
MWM
465
Meridian Wealth Management
Kentucky
$617K -$567K -21,678 -49%
MWAC
466
Mariner Wealth Advisors (Cincinnati)
Ohio
$614K +$31.4K +1,200 +6%
KL
467
KWMG LLC
Kansas
$606K +$36.7K +1,404 +7%
FMWA
468
Forvis Mazars Wealth Advisors
Missouri
$603K -$33K -1,260 -5%
BA
469
Boston Advisors
Massachusetts
$600K +$108K +4,110 +23%
PG
470
Patten Group
Tennessee
$597K +$58.4K +2,232 +11%
HCM
471
Hengehold Capital Management
Ohio
$592K -$33.4K -1,278 -5%
HL
472
HeadInvest LLC
Maine
$590K -$47.1K -1,800 -8%
SG
473
StoneX Group
New York
$584K +$19.9K +762 +4%
LWA
474
Lenox Wealth Advisors
New York
$575K +$34.1K +1,302 +6%
CGT
475
Capital Guardian Trust
California
$573K +$559K +21,360 New

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.