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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
SFS
626
Strategic Financial Services
New York
$225K
AAS
627
Annex Advisory Services
Wisconsin
$224K -$31.7K -1,212 -13%
BCA
628
Berman Capital Advisors
Georgia
$224K -$3.61K -138 -2%
BFIM
629
Beese Fulmer Investment Management
Ohio
$224K
HA
630
Harborview Advisors
Maine
$223K -$72.5K -2,772 -25%
FSA
631
Financial Sense Advisors
California
$223K
PFA
632
Pure Financial Advisors
California
$223K +$217K +8,298 New
KJWM
633
Kiley Juergens Wealth Management
Washington
$219K +$26.2K +1,002 +14%
VCM
634
Virtue Capital Management
Tennessee
$215K +$210K +8,028 New
WAM
635
Watermark Asset Management
California
$214K -$316K -12,096 -60%
VFP
636
Verus Financial Partners
Virginia
$214K +$208K +7,956 New
RMDI
637
R.M. Davis Inc
Maine
$214K +$208K +7,962 New
LPT
638
Legacy Private Trust
Wisconsin
$214K +$209K +7,980 New
RT
639
Reliance Trust
Georgia
$214K +$209K +7,980 New
WT
640
Washington Trust
Rhode Island
$213K
AW
641
ACG Wealth
Georgia
$210K -$95.3K -3,642 -32%
SNBOSD
642
Security National Bank of So Dak
Iowa
$210K +$204K +7,806 New
PAA
643
Peregrine Asset Advisers
Oregon
$209K +$204K +7,800 New
CG
644
CFO4Life Group
Texas
$207K -$121K -4,608 -37%
SFP
645
Shepherd Financial Partners
Massachusetts
$207K
KM
646
Kalos Management
Georgia
$207K +$210K +8,040 New
TCM
647
Telos Capital Management
California
$205K +$200K +7,644 New
KC
648
KHP Capital
Oklahoma
$204K
PIM
649
Parker Investment Management
California
$203K +$198K +7,572 New
AIM
650
Allen Investment Management
New York
$201K +$196K +7,500 New

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.