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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
FC
626
Ferris Capital
Massachusetts
$701K +$667K +23,082 New
TCWM
627
Total Clarity Wealth Management
Illinois
$699K +$664K +23,010 New
TNB
628
Thomasville National Bank
Georgia
$698K -$7.28K -252 -1%
PA
629
Pinnacle Associates
New York
$696K +$13.7K +474 +2%
MA
630
Montag & Associates
Georgia
$692K
FWM
631
Foresight Wealth Management
Utah
$688K -$437K -15,126 -40%
BOPW
632
Brandywine Oak Private Wealth
Pennsylvania
$685K +$1.56K +54 +0.2%
MFGP
633
Marshall Financial Group (Pennsylvania)
Pennsylvania
$683K +$186K +6,450 +40%
IC
634
InterOcean Capital
Illinois
$679K
AWA
635
Alaska Wealth Advisors
Alaska
$678K +$645K +22,320 New
MWM
636
Maltin Wealth Management
New Jersey
$676K +$643K +22,278 New
CAMG
637
CWA Asset Management Group
Florida
$669K -$117K -4,038 -15%
SIA
638
Starfire Investment Advisers
Michigan
$662K -$1.39K -48 -0.2%
AF
639
Apexium Financial
Texas
$655K +$623K +21,564 New
G
640
GenTrust
Florida
$652K -$14.2K -492 -2%
TCM
641
Twele Capital Management
Minnesota
$646K +$7.8K +270 +1%
AFP
642
Ausdal Financial Partners
Iowa
$642K +$3.29K +114 +0.6%
AW
643
ACG Wealth
Georgia
$641K +$866 +30 +0.1%
CIA
644
Capital Investment Advisors
Georgia
$641K +$83.2K +2,880 +16%
PCM
645
Poehling Capital Management
Wisconsin
$638K
PSUF
646
People's United Financial
Connecticut
$634K +$35.3K +1,224 +6%
HL
647
HeadInvest LLC
Maine
$628K
PCM
648
Parsons Capital Management
Rhode Island
$628K +$6.24K +216 +1%
KC
649
Kingfisher Capital
North Carolina
$617K +$1.56K +54 +0.3%
SC
650
Savant Capital
Illinois
$616K +$25.5K +882 +5%

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.