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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
FB
651
Fulton Bank
Pennsylvania
$201K +$196K +7,500 New
ADL
652
Asset Dedication LLC
California
$197K -$2.51K -96 -1%
CWA
653
Clarus Wealth Advisors
Arizona
$193K -$5.96K -228 -3%
PCA
654
Providence Capital Advisors
North Carolina
$191K
BBA
655
Braun-Bostich & Associates
Pennsylvania
$179K
TWA
656
TCI Wealth Advisors
Arizona
$172K
PO
657
Private Ocean
California
$161K -$337K -12,870 -68%
BWM
658
BerganKDV Wealth Management
Minnesota
$160K
KPCM
659
Kings Point Capital Management
New York
$153K
LIA
660
LS Investment Advisors
Michigan
$151K
OBWP
661
O'Brien Wealth Partners
Massachusetts
$150K +$101K +3,858 +223%
TC
662
Trilogy Capital
California
$146K +$37.7K +1,440 +36%
LNB
663
Ledyard National Bank
$145K
SWP
664
Strategic Wealth Partners
Ohio
$143K -$35.6K -1,362 -20%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$136K
KBFS
666
Kohmann Bosshard Financial Services
Ohio
$134K -$31.1K -1,188 -19%
BRC
667
Bell Rock Capital
Delaware
$134K +$5.49K +210 +4%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$130K +$30.5K +1,164 +32%
1IA
669
1834 Investment Advisors
Wisconsin
$125K
CCM
670
Cribstone Capital Management
Maine
$124K +$24.5K +936 +25%
SWMG
671
Signature Wealth Management Group
Georgia
$121K
SFSIG
672
San Francisco Sentry Investment Group
California
$120K
VCM
673
Vigilant Capital Management
Maine
$116K
PFBT
674
Parkside Financial Bank & Trust
Missouri
$113K -$1.41K -54 -1%
PCM
675
Princeton Capital Management
New Jersey
$112K +$10.2K +390 +10%

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.