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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
VCWA
576
Vanguard Capital Wealth Advisors
Colorado
$306K
EWM
577
Evercore Wealth Management
New York
$305K
ML
578
McAdam LLC
Pennsylvania
$305K +$24K +918 +9%
PFS
579
Prospera Financial Services
Texas
$303K -$96.7K -3,696 -24%
FNT
580
First National Trust
Pennsylvania
$303K
W
581
Wealthfront
California
$302K +$47.7K +1,824 +19%
BC
582
Brinker Capital
Pennsylvania
$299K +$3.3K +126 +1%
EFS
583
Essex Financial Services
Connecticut
$298K +$24.6K +942 +9%
FFWA
584
FRG Family Wealth Advisors
Washington
$296K -$6.75K -258 -2%
EA
585
Elm Advisors
California
$296K
SFS
586
Summit Financial Strategies
Ohio
$293K -$25.4K -972 -8%
WBG
587
Wharton Business Group
Pennsylvania
$291K
CBU
588
CIBC Bank USA
Illinois
$290K
WPW
589
Waldron Private Wealth
Pennsylvania
$290K
CWM
590
Calamos Wealth Management
Illinois
$286K
SCM
591
Stonehearth Capital Management
Massachusetts
$284K
CC
592
Courier Capital
New York
$283K -$4.39K -168 -2%
RC
593
Roundview Capital
New Jersey
$283K
UWPG
594
Ullmann Wealth Partners Group
Florida
$282K +$52.3K +1,998 +23%
WOC
595
West Oak Capital
California
$281K +$75K +2,868 +38%
WP
596
WealthShield Partners
North Carolina
$280K +$24.5K +936 +10%
HPWM
597
Highland Private Wealth Management
Washington
$271K
CCM
598
Colorado Capital Management
Colorado
$268K -$40.7K -1,554 -13%
FANJ
599
Financial Architects (New Jersey)
New Jersey
$267K
AIM
600
Anchor Investment Management
South Carolina
$267K

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.