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Vanguard Growth ETF

876 hedge funds and large institutions have $26.1B invested in Vanguard Growth ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 315 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.65M

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $22.4B → $26.1B (+$3.66B)

5% more funds holding

Funds holding: 833876 (+43)

3% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 315

2% less funds holding in top 10

Funds holding in top 10: 134131 (-3)

7.51% less ownership

Funds ownership: 416.96%409.44% (-7.5%)

Holders
876
Holders Change
+43
Holders Change %
+5.16%
% of All Funds
18.96%
Holding in Top 10
131
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.24%
% of All Funds
2.84%
New
101
Increased
305
Reduced
315
Closed
47
Calls
$17.2M
Puts
$3.65M
Net Calls
+$13.6M
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$655K -$76.7K -3,108 -11%
SS
527
Sunbelt Securities
Texas
$651K +$46.1K +1,866 +8%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$647K -$75.7K -3,066 -11%
NHC
529
Nicholas Hoffman & Company
Georgia
$644K -$26.7K -1,080 -4%
TSWM
530
Triangle Securities Wealth Management
North Carolina
$641K +$14.2K +576 +2%
CFN
531
Cordasco Financial Network
Florida
$636K
NWM
532
Northwest Wealth Management
Iowa
$630K -$16.6K -672 -3%
HCMT
533
Highland Capital Management (Tennessee)
Tennessee
$626K -$1.48M -60,000 -71%
DWM
534
Doyle Wealth Management
Florida
$622K -$375K -15,204 -40%
MCM
535
Mainstay Capital Management
Michigan
$611K
TNB
536
Thomasville National Bank
Georgia
$606K -$210K -8,526 -27%
SHWM
537
Smith & Howard Wealth Management
Georgia
$604K
SFS
538
Sowell Financial Services
Arkansas
$602K +$97.1K +3,936 +21%
AWA
539
Alaska Wealth Advisors
Alaska
$595K -$28.6K -1,158 -5%
MA
540
Montag & Associates
Georgia
$594K
COI
541
Capital One Investing
Virginia
$584K +$46.6K +1,890 +9%
BOTW
542
Bank of the West
California
$577K +$134K +5,430 +33%
EWM
543
Executive Wealth Management
Michigan
$576K -$1.83M -74,328 -77%
G
544
GenTrust
Florida
$574K
SIA
545
Starfire Investment Advisers
Michigan
$570K -$27.4K -1,110 -5%
BPWA
546
Beacon Pointe Wealth Advisors
California
$561K
NFG
547
NewFocus Financial Group
Washington
$560K -$23.8K -966 -4%
RBFC
548
Roman Butler Fullerton & Co
Missouri
$556K +$526K +21,324 New
BOPW
549
Brandywine Oak Private Wealth
Pennsylvania
$550K +$441K +17,856 +545%
BA
550
Boston Advisors
Massachusetts
$549K -$39.4K -1,596 -7%

VUG Hedge Fund Activity: Q1 2019 in Review

876 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2019, worth a combined $26.1B — up 16% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VUG positions and 47 closed out — a net gain of 54 holders — while 305 added to existing stakes and 315 trimmed.

The largest buyer was Bank of America, adding an estimated $341M. The largest seller was AssetMark Inc, cutting an estimated $94.6M.

  • 876 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2019, up from 833 in Q4 2018.
  • Funds reported $26.1B of Vanguard Growth ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 101 funds opened new Vanguard Growth ETF positions in Q1 2019 and 47 closed out, a net change of +54 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2019 was Bank of America, an estimated $341M added.
  • The largest Vanguard Growth ETF seller in Q1 2019 was AssetMark Inc, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2019.