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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
OCM
601
Orser Capital Management
Texas
$804K +$26.9K +930 +4%
TSWM
602
Triangle Securities Wealth Management
North Carolina
$802K +$6.41K +222 +0.8%
BCA
603
Berman Capital Advisors
Georgia
$795K +$2.08K +72 +0.3%
DACG
604
Donor Advised Charitable Giving
California
$785K
WP
605
WMS Partners
Maryland
$781K
BDF
606
Balasa Dinverno & Foltz
$776K -$29.6K -1,026 -4%
SFPG
607
Stonebridge Financial Planning Group
Florida
$775K +$737K +25,530 New
BFC
608
Bedel Financial Consulting
Indiana
$773K
SFO
609
Stokes Family Office
Louisiana
$770K +$732K +25,350 New
CS
610
Capital Square
Tennessee
$765K +$728K +25,200 New
GLLW
611
Graves Light Lenhart Wealth
Virginia
$760K
ATPW
612
Ashton Thomas Private Wealth
Arizona
$757K +$222K +7,698 +45%
FNBT
613
FineMark National Bank & Trust
Florida
$752K -$15.1K -522 -2%
AIM
614
Acropolis Investment Management
Missouri
$752K +$151K +5,214 +27%
NHC
615
Nicholas Hoffman & Company
Georgia
$750K
CFN
616
Cordasco Financial Network
Florida
$741K -$18.7K -648 -3%
RWM
617
RKL Wealth Management
Pennsylvania
$740K -$6.76K -234 -1%
LWM
618
Liberty Wealth Management
California
$738K -$90.4K -3,132 -11%
CAW
619
Cornerstone Advisors (Washington)
Washington
$738K +$347 +12 +0%
JGIA
620
Jackson Grant Investment Advisers
Connecticut
$733K +$1.73K +60 +0.2%
DWM
621
Doyle Wealth Management
Florida
$732K +$1.04K +36 +0.1%
CPSC
622
Carl P. Sherr & Co
Massachusetts
$729K +$694K +24,018 New
FMWA
623
Forvis Mazars Wealth Advisors
Missouri
$723K +$173 +6 +0%
SHA
624
Seneca House Advisors
Virginia
$715K -$70.2K -2,430 -9%
MCM
625
Mainstay Capital Management
Michigan
$712K

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.