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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
PFM
551
Parsec Financial Management
North Carolina
$361K
FG
552
Fiduciary Group
Georgia
$357K
EAMA
553
EFG Asset Management (Americas)
Florida
$355K -$782K -29,904 -69%
LA
554
Legacy Advisors
Pennsylvania
$349K
SAM
555
SP Asset Management
California
$349K +$471 +18 +0.1%
BCWM
556
Blue Chip Wealth Management
Florida
$348K
PWAG
557
Polaris Wealth Advisory Group
California
$348K +$97.3K +3,720 +40%
CWM
558
Circle Wealth Management
New Jersey
$346K +$337K +12,882 New
WI
559
Wintrust Investments
Illinois
$345K +$15.7K +600 +5%
SMC
560
Smith, Moore & Co
Missouri
$339K
UBS AM
561
UBS AM
Illinois
$339K -$15.7K -600 -5%
HPC
562
HM Payson & Co
Maine
$338K -$201K -7,686 -38%
VHAM
563
Van Hulzen Asset Management
California
$338K -$16K -612 -5%
MCM
564
Murphy Capital Management
New Jersey
$338K -$8.16K -312 -2%
BWAM
565
Boyd Watterson Asset Management
Ohio
$338K
SMH
566
Sanders Morris Harris
Texas
$330K -$9.57K -366 -3%
BW
567
Bison Wealth
Georgia
$328K +$38.5K +1,470 +14%
HFA
568
Huber Financial Advisors
Illinois
$327K -$5.49K -210 -2%
AA
569
Ancora Advisors
Ohio
$323K +$86.3K +3,300 +38%
BEAM
570
Baker Ellis Asset Management
Washington
$322K -$38.8K -1,482 -11%
AC
571
Alexandria Capital
Virginia
$319K -$46.8K -1,788 -13%
RRC
572
Relaxing Retirement Coach
Massachusetts
$317K
RWM
573
Rezny Wealth Management
Florida
$312K +$305K +11,646 New
IF
574
Ironwood Financial
Arizona
$310K
KWMG
575
King Wealth Management Group
Florida
$308K -$2.35K -90 -0.8%

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.