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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
651
Bell Rock Capital
Delaware
$119K +$5K +204 +4%
1IA
652
1834 Investment Advisors
Wisconsin
$116K -$17.7K -720 -13%
PCM
653
Peak Capital Management
Colorado
$115K +$61.8K +2,520 +121%
SFSIG
654
San Francisco Sentry Investment Group
California
$112K -$67.1K -2,736 -38%
JCM
655
Jacobi Capital Management
Pennsylvania
$110K +$75.8K +3,090 +238%
VCM
656
Vigilant Capital Management
Maine
$108K
PFBT
657
Parkside Financial Bank & Trust
Missouri
$106K +$294 +12 +0.3%
RWA
658
Ropes Wealth Advisors
Massachusetts
$104K -$29.3K -1,194 -22%
TC
659
Trilogy Capital
California
$100K -$24.4K -996 -20%
AIM
660
Advantage Investment Management
Iowa
$97K -$13.5K -552 -12%
PCM
661
Princeton Capital Management
New Jersey
$95K
TL
662
TrueWealth LLC
Georgia
$95K +$93.1K +3,798 New
CCM
663
Cribstone Capital Management
Maine
$92K -$29.4K -1,200 -24%
HDIM
664
Hanson & Doremus Investment Management
Vermont
$92K
FGAM
665
Financial Gravity Asset Management
Texas
$82K -$2.5K -102 -3%
LWS
666
Lucia Wealth Services
California
$75K +$73.6K +3,000 New
HT
667
Heritage Trust
Oklahoma
$72K
GBBWRPM
668
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$70K
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$65K -$21K -858 -25%
DBT
670
Dubuque Bank & Trust
Iowa
$62K -$137K -5,568 -69%
GI
671
Gradient Investments
Minnesota
$62K +$13.4K +546 +28%
RWA
672
River Wealth Advisors
Pennsylvania
$59K +$57.7K +2,352 New
BCA
673
Bray Capital Advisors
Florida
$56K +$147 +6 +0.3%
BWM
674
Baystate Wealth Management
Massachusetts
$54K -$10.3K -420 -17%
VFA
675
Valeo Financial Advisors
Indiana
$54K +$27.1K +1,104 +111%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.