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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
MLFP
601
MPS Loria Financial Planners
Illinois
$266K +$157 +6 +0.1%
RA
602
RFG Advisory
Alabama
$262K +$10.4K +396 +4%
BFPW
603
BOK Financial Private Wealth
Colorado
$261K
IC
604
Inverness Counsel
New York
$261K
EFSCE
605
Enterprise Financial Services Corp (EFSC)
Missouri
$260K +$17K +648 +7%
TCM
606
Twele Capital Management
Minnesota
$259K -$19.6K -750 -7%
PWW
607
Pettyjohn Wood & White
Virginia
$259K -$4.39K -168 -2%
SFA
608
Sequoia Financial Advisors
Ohio
$258K +$252K +9,618 New
RC
609
RegentAtlantic Capital
New Jersey
$256K -$942 -36 -0.4%
TDC
610
Thompson Davis & Co
Virginia
$255K +$4.08K +156 +2%
SIAP
611
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$254K -$47.1K -1,800 -16%
CM
612
Capital Management
Virginia
$254K +$16.5K +630 +7%
MPM
613
Meritage Portfolio Management
Kansas
$250K +$24.3K +930 +11%
BFG
614
Bouchey Financial Group
New York
$249K -$35.3K -1,350 -13%
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$246K
SCA
616
Stillwater Capital Advisors
Pennsylvania
$244K -$15.7K -600 -6%
AIP
617
Almanack Investment Partners
Pennsylvania
$243K -$174K -6,666 -41%
BWA
618
BDO Wealth Advisors
Florida
$241K -$6.59K -252 -3%
CAMG
619
CWA Asset Management Group
Florida
$236K +$10.8K +414 +5%
WAM
620
Wealthspire Advisors (Maryland)
Maryland
$234K
MWP
621
MYCIO Wealth Partners
Pennsylvania
$233K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$232K
BC
623
Bartlett & Co
Ohio
$232K
V
624
Veritable
Delaware
$231K
SWA
625
SFMG Wealth Advisors
Texas
$227K

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.