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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
HFS
601
HL Financial Services
Kentucky
$234K
TDC
602
Thompson Davis & Co
Virginia
$233K +$57.5K +2,346 +34%
DAC
603
Dividend Assets Capital
South Carolina
$232K -$95.6K -3,900 -30%
SWA
604
SFMG Wealth Advisors
Texas
$231K
BWA
605
BDO Wealth Advisors
Florida
$230K -$589 -24 -0.3%
TSS
606
Two Sigma Securities
New York
$230K +$226K +9,228 New
BHIA
607
Birch Hill Investment Advisors
Massachusetts
$228K
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$225K
CM
609
Capital Management
Virginia
$220K -$5.88K -240 -3%
PWAG
610
Polaris Wealth Advisory Group
California
$219K -$78.1K -3,186 -26%
AA
611
Ancora Advisors
Ohio
$218K
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$218K +$441 +18 +0.2%
MWP
613
MYCIO Wealth Partners
Pennsylvania
$217K
BC
614
Bartlett & Co
Ohio
$216K +$147 +6 +0.1%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$216K +$147 +6 +0.1%
CSIC
616
Clifford Swan Investment Counsel
California
$215K -$28.4K -1,158 -12%
V
617
Veritable
Delaware
$215K
UWPG
618
Ullmann Wealth Partners Group
Florida
$213K +$209K +8,532 New
BCA
619
Berman Capital Advisors
Georgia
$212K
IF
620
IRON Financial
Illinois
$211K +$207K +8,460 New
CAMG
621
CWA Asset Management Group
Florida
$210K +$206K +8,394 New
SFS
622
Strategic Financial Services
New York
$210K +$206K +8,400 New
MPM
623
Meritage Portfolio Management
Kansas
$209K -$58.9K -2,400 -22%
BFIM
624
Beese Fulmer Investment Management
Ohio
$209K +$205K +8,358 New
SFP
625
Shepherd Financial Partners
Massachusetts
$207K +$203K +8,274 New

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.