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Vanguard Growth ETF

923 hedge funds and large institutions have $28.4B invested in Vanguard Growth ETF in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 293 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $1.58M

150% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 38

19% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 293

9% more capital invested

Capital invested by funds: $26.1B → $28.4B (+$2.35B)

6.78% more ownership

Funds ownership: 409.44%416.22% (+6.8%)

5% more funds holding

Funds holding: 876923 (+47)

3% more funds holding in top 10

Funds holding in top 10: 131135 (+4)

Holders
923
Holders Change
+47
Holders Change %
+5.37%
% of All Funds
20.05%
Holding in Top 10
135
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.05%
% of All Funds
2.93%
New
95
Increased
350
Reduced
293
Closed
38
Calls
$6.31M
Puts
$1.58M
Net Calls
+$4.73M
Net Calls Change
-$8.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
526
Windsor Capital Management
Arizona
$763K +$321 +12 +0%
SHA
527
Seneca House Advisors
Virginia
$755K +$6.25K +234 +0.9%
WP
528
WMS Partners
Maryland
$749K +$23.4K +876 +3%
WTFG
529
Wells Trecaso Financial Group
Ohio
$747K +$1.6K +60 +0.2%
FVWA
530
Foster Victor Wealth Advisors
South Carolina
$730K -$1.44K -54 -0.2%
LWM
531
Liberty Wealth Management
California
$729K +$6.73K +252 +1%
OCM
532
Orser Capital Management
Texas
$724K -$20.8K -780 -3%
SWA
533
Stratos Wealth Advisors
Ohio
$721K +$416K +15,588 +143%
TSWM
534
Triangle Securities Wealth Management
North Carolina
$719K +$37.5K +1,404 +6%
Prudential Financial
535
Prudential Financial
New Jersey
$714K -$29.3K -1,098 -4%
SS
536
Sunbelt Securities
Texas
$709K +$28.7K +1,074 +4%
BCA
537
Berman Capital Advisors
Georgia
$707K +$694K +25,992 New
DACG
538
Donor Advised Charitable Giving
California
$704K
MCM
539
Manchester Capital Management
Vermont
$702K -$64.1K -2,400 -9%
BDF
540
Balasa Dinverno & Foltz
$702K +$321 +12 +0%
CPO
541
Cerity Partners OCIO
New York
$700K +$8.17K +306 +1%
RWM
542
RKL Wealth Management
Pennsylvania
$699K -$123K -4,590 -15%
HR
543
Hayden Royal
North Carolina
$694K +$661K +24,756 New
BFC
544
Bedel Financial Consulting
Indiana
$693K
JGIA
545
Jackson Grant Investment Advisers
Connecticut
$686K +$1.6K +60 +0.2%
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
$685K +$8.65K +324 +1%
CFN
547
Cordasco Financial Network
Florida
$682K +$17.3K +648 +3%
NHC
548
Nicholas Hoffman & Company
Georgia
$681K +$8.17K +306 +1%
HSA
549
HBK Sorce Advisory
Pennsylvania
$678K -$31.9K -1,194 -5%
Rockefeller Capital Management
550
Rockefeller Capital Management
New York
$674K +$409K +15,318 +162%

VUG Hedge Fund Activity: Q2 2019 in Review

923 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2019, worth a combined $28.4B — up 9% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VUG positions and 38 closed out — a net gain of 57 holders — while 350 added to existing stakes and 293 trimmed.

The largest buyer was Bank of America, adding an estimated $886M. The largest seller was Financial Engines Advisors, cutting an estimated $87.3M.

  • 923 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2019, up from 876 in Q1 2019.
  • Funds reported $28.4B of Vanguard Growth ETF stock for Q2 2019, up 9% quarter-over-quarter.
  • 95 funds opened new Vanguard Growth ETF positions in Q2 2019 and 38 closed out, a net change of +57 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2019 was Bank of America, an estimated $886M added.
  • The largest Vanguard Growth ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2019.