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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$953K +$4.16K +150 +0.4%
SIC
502
Salem Investment Counselors
North Carolina
$946K
BB
503
Busey Bank
Illinois
$942K -$380K -13,704 -29%
AIM
504
Axiom Investment Management
New York
$942K -$20.8K -750 -2%
OWM
505
Orgel Wealth Management
Wisconsin
$936K +$153K +5,526 +20%
CBFP
506
Cedar Brook Financial Partners
Ohio
$924K -$73.1K -2,634 -7%
AOWM
507
Alpha Omega Wealth Management
Virginia
$913K -$278K -10,020 -24%
Janus Henderson Group
508
Janus Henderson Group
United Kingdom
$895K -$134K -4,818 -13%
EVM
509
Eaton Vance Management
Massachusetts
$891K
MWP
510
MYCIO Wealth Partners
Pennsylvania
$888K +$66.6K +2,400 +8%
RBFC
511
Roman Butler Fullerton & Co
Missouri
$884K +$12K +432 +1%
IWP
512
Icon Wealth Partners
Texas
$875K
SS
513
Sunbelt Securities
Texas
$875K +$154K +5,538 +21%
WTB
514
Washington Trust Bank
Washington
$874K +$16.8K +606 +2%
MCM
515
MAI Capital Management
Ohio
$870K +$29.8K +1,074 +4%
CIA
516
Covington Investment Advisors
Pennsylvania
$866K -$3.33K -120 -0.4%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$858K -$1.33K -48 -0.2%
DBRC
518
D.B. Root & Company
Pennsylvania
$854K +$3.16K +114 +0.4%
AFG
519
Albion Financial Group
Utah
$838K -$33.5K -1,206 -4%
CA
520
Cornerstone Advisory
Maryland
$837K -$4.66K -168 -0.6%
WA
521
Wealth Architects
California
$831K
NSAM
522
North Star Asset Management
Wisconsin
$828K +$36.1K +1,302 +5%
KPW
523
Kore Private Wealth
New York
$825K
BP
524
Ballentine Partners
Massachusetts
$816K -$211K -7,620 -21%
S
525
SignatureFD
Georgia
$816K +$6.49K +234 +0.8%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.