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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
NFG
501
Nations Financial Group
Iowa
$1.25M +$56.3K +1,950 +5%
BFG
502
Beacon Financial Group
Texas
$1.24M -$56.1K -1,944 -5%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M -$119K -4,116 -9%
AWCI
504
Alpine Woods Capital Investors
New York
$1.22M
NG
505
Northstar Group
New York
$1.22M -$21.7K -750 -2%
HR
506
Hayden Royal
North Carolina
$1.21M -$520 -18 -0%
DA
507
Detalus Advisors
Missouri
$1.21M +$1.15M +39,852 New
FAM
508
Fenimore Asset Management
New York
$1.2M
KTC
509
Kistler-Tiffany Companies
Pennsylvania
$1.2M +$1.39K +48 +0.1%
TF
510
TimeScale Financial
Massachusetts
$1.19M -$84.2K -2,916 -7%
AIFAIM
511
American Institute for Advanced Investment Management
Arizona
$1.19M +$1.13M +39,300 New
MG
512
MilWealth Group
Wisconsin
$1.19M -$46.4K -1,608 -4%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$1.18M +$9.01K +312 +0.8%
KTM
514
Keeler Thomas Management
Utah
$1.18M -$764K -26,472 -67%
DTC
515
Davidson Trust Company
Washington
$1.17M +$1.12M +38,622 New
RPGK
516
Retirement Planning Group (Kansas)
Kansas
$1.17M +$3.81K +132 +0.3%
EA
517
Emerald Advisors
Washington
$1.17M +$1.08M +37,278 New
CL
518
CPWM LLC
Washington
$1.16M -$84.6K -2,928 -7%
ECA
519
Elevated Capital Advisors
Utah
$1.16M +$1.1M +38,124 New
BBHC
520
Brown Brothers Harriman & Co
New York
$1.15M +$754K +26,112 +222%
MIM
521
Marco Investment Management
Georgia
$1.14M
APP
522
Avantax Planning Partners
Iowa
$1.14M
GT
523
Greenleaf Trust
Michigan
$1.14M
PFA
524
Professional Financial Advisors
Nebraska
$1.14M +$1.08M +37,446 New
WF
525
WoodTrust Financial
Wisconsin
$1.13M +$18.2K +630 +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.