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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
MC
501
Moors & Cabot
Massachusetts
$491K +$97.3K +3,720 +25%
FBC
502
Fairfield, Bush & Co
Connecticut
$490K +$28.7K +1,098 +6%
PCM
503
Parsons Capital Management
Rhode Island
$487K
FFSOTS
504
Fiduciary Financial Services of The Southwest
Texas
$486K
SHWM
505
Smith & Howard Wealth Management
Georgia
$485K
Loomis, Sayles & Company
506
Loomis, Sayles & Company
Massachusetts
$484K +$42.2K +1,614 +10%
AWCI
507
Alpine Woods Capital Investors
New York
$483K
CAM
508
Concorde Asset Management
Michigan
$481K +$68.3K +2,610 +17%
ABC
509
Associated Banc-Corp
Wisconsin
$476K +$124K +4,740 +36%
CIA
510
Capital Investment Advisors
Georgia
$470K +$8.48K +324 +2%
ACP
511
Ashfield Capital Partners
California
$463K
OC
512
Oakworth Capital
Alabama
$457K -$21.8K -834 -5%
BOTW
513
Bank of the West
California
$455K -$5.49K -210 -1%
NCM
514
Narwhal Capital Management
Georgia
$451K
NFG
515
Next Financial Group
Texas
$450K -$101K -3,852 -19%
SC
516
Savant Capital
Illinois
$443K
WIM
517
Westside Investment Management
California
$441K +$7.85K +300 +2%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$441K -$188K -7,176 -30%
WA
519
WESPAC Advisors
California
$441K -$28.6K -1,092 -6%
FA
520
FCG Advisors
New Jersey
$440K +$44K +1,680 +11%
DAC
521
Dividend Assets Capital
South Carolina
$438K +$183K +7,008 +75%
WA
522
WP Advisors
California
$436K -$5.18K -198 -1%
RFA
523
Reilly Financial Advisors
California
$435K -$49K -1,872 -10%
AIA
524
AIMZ Investment Advisors
California
$433K +$54.9K +2,100 +15%
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$431K +$420K +16,044 New

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.