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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
AIP
701
Ameritas Investment Partners
Nebraska
$20K
AWM
702
Aevitas Wealth Management
Massachusetts
$19K
PA
703
Perennial Advisors
New York
$19K
CB
704
CNB Bank
Pennsylvania
$19K +$3.83K +156 +25%
SWPG
705
Strategic Wealth Partners Group
Illinois
$18.6K -$15.7K -642 -2%
HI
706
Hudock Inc
Pennsylvania
$18K
AWA
707
Acorn Wealth Advisors
Michigan
$17K
YWP
708
YorkBridge Wealth Partners
New York
$17K
TSW
709
Thompson Siegel & Walmsley
Virginia
$16K
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$15K
PCTC
711
Perkins Coie Trust Company
Washington
$15K
BWP
712
Baldwin Wealth Partners
Massachusetts
$14K
ECM
713
Exchange Capital Management
Michigan
$12K -$29.4K -1,200 -71%
BCM
714
Blume Capital Management
California
$11K
GWS
715
Glassman Wealth Services
Virginia
$10K +$9.42K +384 New
HH
716
HWG Holdings
Texas
$10K +$9.71K +396 New
GEA
717
Glen Eagle Advisors
New Jersey
$9.89K
SAM
718
Solaris Asset Management
New York
$7K -$66.2K -2,700 -90%
EWM
719
Endurance Wealth Management
Rhode Island
$7K
OIA
720
Optimum Investment Advisors
Illinois
$7K
KCPG
721
Kavar Capital Partners Group
Kansas
$7K +$7.21K +294 New
QCIG
722
Quad-Cities Investment Group
Iowa
$6K +$5.59K +228 New
PMG
723
ProVise Management Group
Florida
$4.55K -$203K -8,286 -4%
RIA
724
RPG Investment Advisory
California
$4K
NA
725
NewEdge Advisors
Louisiana
$2.69K +$2.08M +84,942 +379%

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.