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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
GCA
451
Gradient Capital Advisors
California
$1.72M -$109K -3,780 -6%
RJT
452
Raymond James Trust
Florida
$1.71M +$22.2K +768 +1%
RMAM
453
Raab & Moskowitz Asset Management
New Jersey
$1.71M +$269K +9,324 +20%
EWM
454
Empirical Wealth Management
Washington
$1.7M +$200K +6,936 +14%
EAM
455
Evanson Asset Management
California
$1.69M +$1.04K +36 +0.1%
BWM
456
Bernicke Wealth Management
Wisconsin
$1.69M -$13.2K -456 -0.8%
EE
457
EWG Elevate
California
$1.68M +$1.59M +55,164 New
PRWA
458
Platte River Wealth Advisors
Colorado
$1.67M +$1.54M +53,382 New
SCA
459
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M +$30.1K +1,044 +2%
PFS
460
Prospera Financial Services
Texas
$1.67M +$189K +6,558 +14%
NB
461
Nicolet Bankshares
Wisconsin
$1.66M -$236K -8,172 -13%
GP
462
Girard Partners
Pennsylvania
$1.64M -$31.4K -1,086 -2%
GLA
463
Great Lakes Advisors
Illinois
$1.61M -$45.2K -1,566 -3%
EWM
464
Evercore Wealth Management
New York
$1.59M +$477K +16,512 +46%
RMCM
465
Reynders McVeigh Capital Management
Massachusetts
$1.59M -$86.6K -3,000 -5%
PAS
466
Park Avenue Securities
New York
$1.58M +$57.7K +1,998 +4%
KF
467
Krilogy Financial
Missouri
$1.58M +$72.1K +2,496 +5%
LSA
468
L & S Advisors
California
$1.57M -$19.8K -684 -1%
Lido Advisors
469
Lido Advisors
California
$1.55M +$868K +30,048 +143%
CA
470
Claro Advisors
Massachusetts
$1.53M +$39K +1,350 +3%
WT
471
Whittier Trust
California
$1.5M -$226K -7,830 -14%
LWAC
472
Laurel Wealth Advisors (California)
California
$1.5M +$161K +5,568 +13%
SVWAG
473
Sound View Wealth Advisors Group
Georgia
$1.48M -$142K -4,908 -9%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$1.47M +$14.9K +516 +1%
LF
475
LifeSteps Financial
California
$1.47M +$1.4M +48,330 New

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.