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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
IAS
26
INR Advisory Services
Pennsylvania
$131M -$9.1M -347,982 -7%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$111M -$19.8M -757,266 -15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$108M +$9.84M +376,104 +10%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$99.7M +$1.3M +49,710 +1%
EWA
30
EP Wealth Advisors
California
$96.7M +$4.99M +190,788 +6%
MIH
31
Madison Investment Holdings
Wisconsin
$96.6M -$17.8M -678,834 -16%
CCM
32
Coldstream Capital Management
Washington
$88.4M +$4.09M +156,438 +5%
RJA
33
Raymond James & Associates
Florida
$85.8M +$9.07M +346,674 +12%
TI
34
Truepoint Inc
Ohio
$83.7M -$1.84M -70,272 -2%
CL
35
Choreo LLC
Illinois
$81.6M +$2.74M +104,670 +4%
MIS
36
Morningstar Investment Services
Illinois
$80.8M +$16.9M +644,700 +27%
PC
37
Permanens Capital
New York
$80.7M +$6.38M +243,984 +9%
WHG
38
Westwood Holdings Group
Texas
$77.6M -$8.65M -330,708 -10%
HighTower Advisors
39
HighTower Advisors
Illinois
$76.3M +$1.66M +63,624 +2%
SMM
40
Stadion Money Management
Georgia
$75.4M +$1.01M +38,784 +1%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$74.3M -$1.27M -48,534 -2%
SB
42
Suntrust Banks
Georgia
$71.7M +$1.42M +54,444 +2%
DWM
43
Destination Wealth Management
California
$68.9M +$179K +6,846 +0.3%
WA
44
Waverly Advisors
Alabama
$68.4M +$1.1M +42,180 +2%
VCP
45
Vista Capital Partners
Oregon
$67.8M -$2.06M -78,918 -3%
GC
46
Garde Capital
Washington
$66.9M +$2.14M +81,690 +3%
MML Investors Services
47
MML Investors Services
Massachusetts
$63.5M +$5.57M +212,802 +10%
GFPC
48
Global Financial Private Capital
Florida
$59.8M +$3.42M +130,626 +6%
Mariner
49
Mariner
Kansas
$57.1M +$2.6M +99,510 +5%
BOH
50
Bank of Hawaii
Hawaii
$56M +$1.88M +71,712 +4%

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.