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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
FIM
651
Freedom Investment Management
Connecticut
$614K +$79K +2,736 +16%
EIA
652
Eldridge Investment Advisors
New Hampshire
$611K
BFEC
653
Benjamin F. Edwards & Company
Missouri
$600K -$7.45K -258 -1%
RIS
654
Retirement Income Solutions
Michigan
$590K
NFG
655
NewFocus Financial Group
Washington
$589K -$15.8K -546 -3%
SFA
656
Sequoia Financial Advisors
Ohio
$588K +$87.3K +3,024 +19%
PGFC
657
Peapack-Gladstone Financial Corp
New Jersey
$587K -$101K -3,510 -15%
HCM
658
Hengehold Capital Management
Ohio
$587K -$3.64K -126 -0.6%
CAN
659
Claraphi Advisory Network
United States
$586K -$45.2K -1,566 -8%
CFS
660
CRA Financial Services
New Jersey
$585K
WP
661
WealthShield Partners
North Carolina
$581K +$18K +624 +3%
GC
662
GFG Capital
Florida
$577K +$549K +19,014 New
LSAG
663
Lake Street Advisors Group
New Hampshire
$577K +$549K +19,020 New
MAG
664
Mayfair Advisory Group
Alabama
$574K +$546K +18,918 New
TCA
665
Transcend Capital Advisors
New Jersey
$567K +$539K +18,660 New
HFA
666
Huber Financial Advisors
Illinois
$561K -$18.4K -636 -3%
CBN
667
Cadence Bank NA
Texas
$561K
ST
668
Smithfield Trust
Pennsylvania
$557K
First Manhattan
669
First Manhattan
New York
$555K
Janus Henderson Group
670
Janus Henderson Group
United Kingdom
$550K -$409K -14,172 -44%
PAMG
671
Patton Albertson Miller Group
Tennessee
$550K +$31.2K +1,080 +6%
WWM
672
Windsor Wealth Management
Indiana
$550K +$134K +4,638 +34%
ESB
673
Essex Savings Bank
Connecticut
$550K +$523K +18,126 New
CAM
674
Concorde Asset Management
Michigan
$549K +$83K +2,874 +19%
FFW
675
Fusion Family Wealth
New York
$547K

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.