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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
626
Bison Wealth
Georgia
$473K
OC
627
Oakworth Capital
Alabama
$472K
PAMG
628
Patton Albertson Miller Group
Tennessee
$472K +$99.9K +3,600 +27%
MFW
629
Meristem Family Wealth
Minnesota
$472K +$473K +17,034 New
VHAM
630
Van Hulzen Asset Management
California
$471K +$49.9K +1,800 +12%
IIC
631
Ironwood Investment Counsel
Arizona
$469K
SSWM
632
Smith Salley Wealth Management
North Carolina
$465K +$54.9K +1,980 +13%
MCM
633
MV Capital Management
Maryland
$464K
FTIOP
634
Fiduciary Trust International of Pennsylvania
Pennsylvania
$464K +$464K +16,740 New
PFBT
635
Parkside Financial Bank & Trust
Missouri
$462K +$104K +3,762 +29%
CAM
636
Cidel Asset Management
Ontario, Canada
$461K
PAS
637
Partnervest Advisory Services
California
$461K +$33K +1,188 +8%
MC
638
Moors & Cabot
Massachusetts
$459K +$119K +4,290 +35%
CAG
639
Crestwood Advisors Group
Massachusetts
$457K -$21.8K -786 -5%
GKWIM
640
Gerber Kawasaki Wealth & Investment Management
California
$455K +$5.16K +186 +1%
FFSOTS
641
Fiduciary Financial Services of The Southwest
Texas
$454K +$166 +6 +0%
PCMC
642
Private Capital Management (Colorado)
Colorado
$453K +$1.67K +60 +0.4%
SFA
643
Sequoia Financial Advisors
Ohio
$453K +$13.8K +498 +3%
AL
644
Aspiriant LLC
California
$451K -$2.16K -78 -0.5%
WB
645
WesBanco Bank
West Virginia
$450K -$15.5K -558 -3%
FA
646
FCG Advisors
New Jersey
$450K +$8.32K +300 +2%
CHA
647
Carmichael Hill & Associates
Maryland
$449K -$116K -4,176 -21%
PIMG
648
Patriot Investment Management Group
Tennessee
$446K
MFGP
649
Marshall Financial Group (Pennsylvania)
Pennsylvania
$445K
CAM
650
Covenant Asset Management
New Jersey
$444K +$120K +4,308 +37%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.