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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
RJA
26
Raymond James & Associates
Florida
$137M +$2.07M +71,826 +2%
EH
27
Equitable Holdings
New York
$134M +$128M +4,423,074 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$134M +$4.66M +161,238 +4%
CL
29
Choreo LLC
Illinois
$132M +$5.37M +185,832 +4%
Truist Financial
30
Truist Financial
North Carolina
$127M +$96.3M +3,335,982 +387%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$115M +$13.5M +467,118 +14%
AG
32
Advisor Group
Arizona
$111M -$2.8M -96,816 -3%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$109M +$5.57M +192,900 +6%
NFC
34
Northeast Financial Consultants
Connecticut
$106M +$2.28M +79,086 +2%
PC
35
Permanens Capital
New York
$101M +$5.89M +203,880 +7%
MIS
36
Morningstar Investment Services
Illinois
$94.6M +$7.94M +274,902 +10%
TI
37
Truepoint Inc
Ohio
$91M -$1.97M -68,172 -2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$88.5M
GC
39
Garde Capital
Washington
$87.1M +$2.37M +82,206 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$86.7M -$7.8M -270,012 -9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$85.5M +$53.9K +1,866 +0.1%
Mariner
42
Mariner
Kansas
$84.6M +$9.29M +321,720 +13%
CCM
43
Coldstream Capital Management
Washington
$83.9M -$608K -21,048 -0.8%
WA
44
Waverly Advisors
Alabama
$81.7M -$912K -31,596 -1%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.7M +$2.24M +77,736 +3%
WHG
46
Westwood Holdings Group
Texas
$78.3M +$578K +20,010 +0.8%
Stifel Financial
47
Stifel Financial
Missouri
$76.5M +$5.37M +185,982 +8%
MML Investors Services
48
MML Investors Services
Massachusetts
$75.2M +$4.99M +172,662 +7%
DWM
49
Destination Wealth Management
California
$73M -$1.38M -47,790 -2%
VCP
50
Vista Capital Partners
Oregon
$70.8M -$1.45M -50,316 -2%

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.