We are live on ! Find out more
VUG icon

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
KP
476
Keel Point
Alabama
$1.46M +$3.81K +132 +0.3%
BWM
477
BCS Wealth Management
Tennessee
$1.46M +$1.39M +48,060 New
SFS
478
Sowell Financial Services
Arkansas
$1.45M +$328K +11,364 +31%
MWM
479
Meridian Wealth Management
Kentucky
$1.45M +$20.3K +702 +1%
RFM
480
Royal Fund Management
Florida
$1.43M +$564K +19,524 +70%
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.42M -$60K -2,076 -4%
M
482
MOTCO
Texas
$1.42M -$78K -2,700 -5%
KeyBank National Association
483
KeyBank National Association
Ohio
$1.39M -$57.9K -2,004 -4%
TAM
484
Tradition Asset Management
Virginia
$1.39M +$58.9K +2,040 +5%
CIC
485
Carnegie Investment Counsel
Ohio
$1.39M +$520 +18 +0%
WGCA
486
Wolf Group Capital Advisors
Virginia
$1.38M -$64.8K -2,244 -5%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$1.37M
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$1.35M
DPI
489
Diversified Portfolios Inc
Michigan
$1.34M -$14K -486 -1%
CA
490
Cornerstone Advisory
Maryland
$1.32M +$388K +13,428 +44%
GC
491
Gibson Capital
Pennsylvania
$1.32M -$35.2K -1,218 -3%
SMG
492
Spectrum Management Group
Indiana
$1.32M
SCM
493
Snow Capital Management
Pennsylvania
$1.31M -$97.9K -3,390 -7%
PL
494
Plancorp LLC
Missouri
$1.3M +$191K +6,612 +18%
SSB
495
Sandy Spring Bank
Maryland
$1.3M -$136K -4,698 -10%
TC
496
Trust Company
Kansas
$1.3M -$69.3K -2,400 -5%
JFA
497
JNBA Financial Advisors
Minnesota
$1.28M +$117K +4,038 +11%
TC
498
Toews Corporation
New Jersey
$1.28M -$56.5K -1,956 -4%
KLI
499
Kelman-Lazarov Inc
Tennessee
$1.26M -$8.66K -300 -0.7%
SWM
500
Stockman Wealth Management
Montana
$1.25M +$25.1K +870 +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.