We are live on ! Find out more
VUG icon

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
FCB
701
First Command Bank
Texas
$50K
FCFS
702
First Command Financial Services
Texas
$50K
POIA
703
Pin Oak Investment Advisors
Texas
$50K
TIM
704
Tortoise Investment Management
New York
$49K
CFA
705
Camarda Financial Advisors
Florida
$49K +$47.4K +1,812 New
FC
706
Ferris Capital
Massachusetts
$48K
TCOV
707
Trust Company of Vermont
Vermont
$47K
B
708
Bridgeworth
Alabama
$46K -$152K -5,826 -3%
NSIM
709
North Star Investment Management
Illinois
$45K
QAM
710
QCI Asset Management
New York
$44K
MSFP
711
Mark Sheptoff Financial Planning
Connecticut
$43K
RMC
712
Resources Management Corp
Connecticut
$40K +$39.9K +1,524 New
SIS
713
Sound Income Strategies
Florida
$38K +$942 +36 +3%
PGWM
714
Parisi Gray Wealth Management
New Jersey
$32K
WEC
715
Winslow Evans & Crocker
Massachusetts
$32K
PFGIA
716
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$30.9K +1,182 New
CAGAS
717
Capital Advisory Group Advisory Services
Minnesota
$30K +$7.22K +276 +32%
MWM
718
MinichMacGregor Wealth Management
New York
$27K
BAMG
719
Brand Asset Management Group
Missouri
$26K
AIP
720
Ameritas Investment Partners
Nebraska
$26K +$3.61K +138 +17%
ONST
721
Old North State Trust
North Carolina
$25K +$24.8K +948 New
BC
722
Barnett & Company
Tennessee
$24K
OSNBOA
723
Old Second National Bank of Aurora
Illinois
$24K
PA
724
Perennial Advisors
New York
$21K
SWPG
725
Strategic Wealth Partners Group
Illinois
$20K

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.