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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
GLR
576
Great Lakes Retirement
Ohio
$906K +$856K +29,640 New
PFG
577
PAX Financial Group
Texas
$903K +$782K +27,078 New
EVM
578
Eaton Vance Management
Massachusetts
$901K -$71K -2,460 -8%
I
579
IberiaBank
Louisiana
$895K -$161K -5,592 -16%
IWP
580
Icon Wealth Partners
Texas
$894K -$61.5K -2,130 -7%
BP
581
Ballentine Partners
Massachusetts
$894K
CWA
582
Clarus Wealth Advisors
Arizona
$881K +$566K +19,614 +230%
RPC
583
Rossmore Private Capital
Connecticut
$874K
MJRIC
584
Mogy Joel R Investment Counsel
California
$863K -$1.73K -60 -0.2%
RA
585
RFG Advisory
Alabama
$862K +$609K +21,090 +288%
3F
586
360 Financial
Minnesota
$861K +$756K +26,196 New
S
587
SignatureFD
Georgia
$860K -$31.9K -1,104 -4%
WIA
588
World Investment Advisors
California
$856K +$169K +5,838 +26%
CFFP
589
Center for Financial Planning
Michigan
$853K +$811K +28,092 New
WCM
590
Windsor Capital Management
Arizona
$850K +$347 +12 +0%
WTFG
591
Wells Trecaso Financial Group
Ohio
$838K +$4.85K +168 +0.6%
IFAM
592
Institutional & Family Asset Management
Colorado
$838K +$44.4K +1,536 +6%
NSAM
593
North Star Asset Management
Wisconsin
$835K -$67.2K -2,328 -8%
KIA
594
KCM Investment Advisors
California
$834K +$159K +5,502 +25%
FVWA
595
Foster Victor Wealth Advisors
South Carolina
$825K +$15.2K +528 +2%
CCM
596
Coe Capital Management
Illinois
$822K -$247K -8,550 -24%
AWM
597
Aprio Wealth Management
Georgia
$817K +$777K +26,898 New
CPO
598
Cerity Partners OCIO
New York
$812K -$31.4K -1,086 -4%
FPCG
599
Fort Pitt Capital Group
Pennsylvania
$812K +$70K +2,424 +10%
WFPG
600
Waller Financial Planning Group
Ohio
$805K

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.