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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
576
Waldron Private Wealth
Pennsylvania
$270K
WBG
577
Wharton Business Group
Pennsylvania
$270K
CC
578
Courier Capital
New York
$268K -$7.06K -288 -3%
BW
579
Bison Wealth
Georgia
$268K +$264K +10,746 New
BFG
580
Bouchey Financial Group
New York
$266K +$33.1K +1,350 +15%
CWM
581
Calamos Wealth Management
Illinois
$266K +$48.8K +1,992 +23%
SCM
582
Stonehearth Capital Management
Massachusetts
$265K +$260K +10,590 New
RC
583
Roundview Capital
New Jersey
$263K
ML
584
McAdam LLC
Pennsylvania
$261K -$104K -4,242 -29%
TCM
585
Twele Capital Management
Minnesota
$260K +$14K +570 +6%
EFS
586
Essex Financial Services
Connecticut
$254K -$680K -27,744 -73%
HPWM
587
Highland Private Wealth Management
Washington
$252K +$248K +10,110 New
AIM
588
Anchor Investment Management
South Carolina
$248K
FANJ
589
Financial Architects (New Jersey)
New Jersey
$248K
MLFP
590
MPS Loria Financial Planners
Illinois
$247K
PWW
591
Pettyjohn Wood & White
Virginia
$245K
BFPW
592
BOK Financial Private Wealth
Colorado
$243K
SCA
593
Stillwater Capital Advisors
Pennsylvania
$242K +$294 +12 +0.1%
SBL
594
Sargent Bickham Lagudis
Colorado
$241K +$163K +6,660 +223%
RC
595
RegentAtlantic Capital
New Jersey
$239K -$26.2K -1,068 -10%
AMCA
596
Arthur M. Cohen & Associates
Illinois
$239K +$736 +30 +0.3%
AAS
597
Annex Advisory Services
Wisconsin
$238K -$18.2K -744 -7%
WP
598
WealthShield Partners
North Carolina
$236K -$11.8K -480 -5%
W
599
Wealthfront
California
$236K +$10.7K +438 +5%
RA
600
RFG Advisory
Alabama
$234K -$5.3K -216 -2%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.