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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
RWA
676
Ropes Wealth Advisors
Massachusetts
$102K -$9.42K -360 -9%
TL
677
TrueWealth LLC
Georgia
$102K
AIM
678
Advantage Investment Management
Iowa
$101K -$3.14K -120 -3%
AF
679
Arrow Financial
New York
$90K +$87.3K +3,336 New
FGAM
680
Financial Gravity Asset Management
Texas
$85K +$11.1K +426 +13%
LWS
681
Lucia Wealth Services
California
$81K
GI
682
Gradient Investments
Minnesota
$81K +$14.8K +564 +23%
SFA
683
Stewardship Financial Advisors
Georgia
$81K +$78.5K +3,000 New
CBT
684
Capital Bank & Trust
California
$80K -$559K -21,360 -88%
SBL
685
Sargent Bickham Lagudis
Colorado
$80K -$174K -6,660 -69%
HT
686
Heritage Trust
Oklahoma
$78K
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$70K
DBT
688
Dubuque Bank & Trust
Iowa
$67K
VFA
689
Valeo Financial Advisors
Indiana
$66K +$15.4K +588 +28%
RWA
690
River Wealth Advisors
Pennsylvania
$63K
RCG
691
Ruggie Capital Group
Florida
$62K -$356K -13,626 -85%
BCA
692
Bray Capital Advisors
Florida
$60K
FEG
693
Financial Enhancement Group
Indiana
$59K +$15.2K +582 +36%
FHB
694
First Hawaiian Bank
Hawaii
$56K +$54.9K +2,100 New
BWM
695
Baystate Wealth Management
Massachusetts
$53K
AWM
696
Aevitas Wealth Management
Massachusetts
$53K +$31.4K +1,200 +154%
PCM
697
Peak Capital Management
Colorado
$52K -$65.9K -2,520 -55%
IFA
698
Interactive Financial Advisors
Illinois
$52K +$11.3K +432 +29%
VIA
699
Vantage Investment Advisors
Pennsylvania
$50K -$111K -4,242 -70%
QCG
700
Quadrant Capital Group
Ohio
$50K -$7.22K -276 -13%

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.