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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
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$115M
Axa
27
Axa
France
$115M -$11.8M -480,000 -9%
MIH
28
Madison Investment Holdings
Wisconsin
$107M -$205K -8,370 -0.2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$91.5M -$172K -7,020 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$91M +$4.38M +178,500 +5%
EWA
31
EP Wealth Advisors
California
$85.2M +$1.84M +75,126 +2%
WHG
32
Westwood Holdings Group
Texas
$80.4M -$1.16M -47,484 -1%
TI
33
Truepoint Inc
Ohio
$79.7M +$67.1M +2,735,184 +601%
CCM
34
Coldstream Capital Management
Washington
$78.3M +$7.4M +301,794 +11%
CL
35
Choreo LLC
Illinois
$73M -$1.37M -55,836 -2%
RJA
36
Raymond James & Associates
Florida
$71.2M +$1.61M +65,760 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$70.3M +$7.96M +324,684 +13%
HighTower Advisors
38
HighTower Advisors
Illinois
$69.4M -$378K -15,408 -0.6%
SMM
39
Stadion Money Management
Georgia
$69.2M -$33.3K -1,356 -0%
PC
40
Permanens Capital
New York
$69M +$13.2M +536,874 +24%
GC
41
Garde Capital
Washington
$66.5M +$1.27M +51,948 +2%
SB
42
Suntrust Banks
Georgia
$65.3M +$3.58M +146,028 +6%
VCP
43
Vista Capital Partners
Oregon
$65M -$1.31M -53,274 -2%
DWM
44
Destination Wealth Management
California
$63.9M -$598K -24,366 -0.9%
WA
45
Waverly Advisors
Alabama
$62.6M +$1.44M +58,890 +2%
MIS
46
Morningstar Investment Services
Illinois
$59.1M +$10.6M +433,644 +22%
CWM
47
Cornerstone Wealth Management
Missouri
$56.5M +$1.24B +50,637,924 +15,287%
MML Investors Services
48
MML Investors Services
Massachusetts
$53.8M -$34.5M -1,406,334 -39%
GFPC
49
Global Financial Private Capital
Florida
$52.3M -$5.81M -237,078 -10%
ZCA
50
Zeke Capital Advisors
Pennsylvania
$52.1M -$5.35M -218,052 -9%

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.