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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
451
Kelman-Lazarov Inc
Tennessee
$1.16M
CL
452
CPWM LLC
Washington
$1.14M +$41.6K +1,500 +4%
NG
453
Northstar Group
New York
$1.13M +$25K +900 +2%
MG
454
MilWealth Group
Wisconsin
$1.13M -$35.3K -1,272 -3%
SWM
455
Stockman Wealth Management
Montana
$1.12M -$1.83K -66 -0.2%
AWCI
456
Alpine Woods Capital Investors
New York
$1.11M
NFG
457
Nations Financial Group
Iowa
$1.11M +$269K +9,696 +33%
KTM
458
Keeler Thomas Management
Utah
$1.1M -$7.67M -276,462 -87%
CIC
459
Cutler Investment Counsel
Oregon
$1.1M -$163K -5,868 -13%
FAM
460
Fenimore Asset Management
New York
$1.09M
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$1.09M -$733K -26,418 -40%
SG
462
StoneX Group
New York
$1.09M -$288K -10,368 -21%
AWA
463
Arete Wealth Advisors
Illinois
$1.07M -$8.99K -324 -0.8%
DY
464
Dowling & Yahnke
California
$1.07M +$206K +7,410 +24%
CMO
465
Covenant Multifamily Offices
Texas
$1.07M +$853K +30,762 +396%
BCWM
466
Bartlett & Co Wealth Management
Ohio
$1.07M +$148K +5,322 +16%
BC
467
Bartlett & Co
Ohio
$1.07M +$148K +5,322 +16%
RPGK
468
Retirement Planning Group (Kansas)
Kansas
$1.06M +$33.3K +1,200 +3%
JFA
469
JNBA Financial Advisors
Minnesota
$1.06M
FWM
470
Foresight Wealth Management
Utah
$1.05M -$383K -13,812 -27%
MIM
471
Marco Investment Management
Georgia
$1.04M
APP
472
Avantax Planning Partners
Iowa
$1.04M +$62.9K +2,268 +6%
GT
473
Greenleaf Trust
Michigan
$1.04M -$15K -540 -1%
MA
474
Mutual Advisors
Nebraska
$1.03M -$873K -31,452 -46%
KWM
475
Kingsview Wealth Management
Oregon
$1.03M -$99.5K -3,588 -9%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.