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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
SW
551
SVB Wealth
Massachusetts
$704K +$114K +4,110 +19%
FNBT
552
FineMark National Bank & Trust
Florida
$701K -$298K -10,728 -30%
CFN
553
Cordasco Financial Network
Florida
$695K
NHC
554
Nicholas Hoffman & Company
Georgia
$684K -$8.49K -306 -1%
RWM
555
RKL Wealth Management
Pennsylvania
$681K -$30.5K -1,098 -4%
HTC
556
Haverford Trust Company
Pennsylvania
$679K -$109K -3,912 -14%
FPCG
557
Fort Pitt Capital Group
Pennsylvania
$674K -$216K -7,800 -24%
CAW
558
Cornerstone Advisors (Washington)
Washington
$673K +$333 +12 +0%
CA
559
Calton & Associates
Florida
$670K +$201K +7,236 +43%
JGIA
560
Jackson Grant Investment Advisers
Connecticut
$667K -$30.3K -1,092 -4%
DWM
561
Doyle Wealth Management
Florida
$667K +$22.3K +804 +3%
HCMT
562
Highland Capital Management (Tennessee)
Tennessee
$665K
PFG
563
Pacific Financial Group
Washington
$662K -$13.5K -486 -2%
FMWA
564
Forvis Mazars Wealth Advisors
Missouri
$660K -$37.3K -1,344 -5%
MCM
565
Mainstay Capital Management
Michigan
$651K
Simplex Trading
566
Simplex Trading
Illinois
$649K +$651K +23,448 New
TNB
567
Thomasville National Bank
Georgia
$644K
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$634K +$33.5K +1,206 +6%
MA
569
Montag & Associates
Georgia
$632K
BOPW
570
Brandywine Oak Private Wealth
Pennsylvania
$624K +$2.66K +96 +0.4%
PA
571
Pinnacle Associates
New York
$622K +$18.6K +672 +3%
WIA
572
World Investment Advisors
California
$620K -$8.49K -306 -1%
IC
573
InterOcean Capital
Illinois
$620K +$621K +22,368 New
BA
574
Boston Advisors
Massachusetts
$611K -$5.99K -216 -1%
G
575
GenTrust
Florida
$609K +$499 +18 +0.1%

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.