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Vanguard Growth ETF

876 hedge funds and large institutions have $26.1B invested in Vanguard Growth ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 315 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.65M

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $22.4B → $26.1B (+$3.66B)

5% more funds holding

Funds holding: 833876 (+43)

3% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 315

2% less funds holding in top 10

Funds holding in top 10: 134131 (-3)

7.51% less ownership

Funds ownership: 416.96%409.44% (-7.5%)

Holders
876
Holders Change
+43
Holders Change %
+5.16%
% of All Funds
18.96%
Holding in Top 10
131
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.24%
% of All Funds
2.84%
New
101
Increased
305
Reduced
315
Closed
47
Calls
$17.2M
Puts
$3.65M
Net Calls
+$13.6M
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
701
Summit Financial Strategies
Ohio
$257K
BFG
702
Bouchey Financial Group
New York
$257K +$14.4K +582 +6%
AIM
703
Anchor Investment Management
South Carolina
$256K -$2.96K -120 -1%
ODIJL
704
One Day In July LLC
Vermont
$251K
CCM
705
Colorado Capital Management
Colorado
$249K
BWA
706
BDO Wealth Advisors
Florida
$248K +$16.7K +678 +8%
Rockefeller Capital Management
707
Rockefeller Capital Management
New York
$246K +$233K +9,444 New
WCM
708
WealthBridge Capital Management
Ohio
$245K +$41.6K +1,686 +23%
PWW
709
Pettyjohn Wood & White
Virginia
$243K
BHIA
710
Birch Hill Investment Advisors
Massachusetts
$242K +$230K +9,300 New
SWA
711
SFMG Wealth Advisors
Texas
$241K -$5.33K -216 -2%
CG
712
CFO4Life Group
Texas
$241K
EFS
713
Essex Financial Services
Connecticut
$239K -$174K -7,032 -43%
VWM
714
Valley Wealth Managers
New Jersey
$238K +$225K +9,114 New
BEAM
715
Baker Ellis Asset Management
Washington
$235K -$29.6K -1,200 -12%
FBFS
716
First Business Financial Services
Wisconsin
$235K
CAMG
717
CWA Asset Management Group
Florida
$233K -$107K -4,332 -33%
AWE
718
Avidian Wealth Enterprises
Texas
$233K
V
719
Veritable
Delaware
$233K +$220K +8,934 New
GWAG
720
Garrett Wealth Advisory Group
Texas
$230K +$217K +8,796 New
WSFS
721
Wilmington Savings Fund Society
Delaware
$227K +$215K +8,724 New
MLFP
722
MPS Loria Financial Planners
Illinois
$226K -$23.2K -942 -10%
HA
723
Harborview Advisors
Maine
$226K +$214K +8,688 New
CM
724
Capital Management
Virginia
$224K +$212K +8,598 New
UWPG
725
Ullmann Wealth Partners Group
Florida
$222K +$211K +8,532 New

VUG Hedge Fund Activity: Q1 2019 in Review

876 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2019, worth a combined $26.1B — up 16% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VUG positions and 47 closed out — a net gain of 54 holders — while 305 added to existing stakes and 315 trimmed.

The largest buyer was Bank of America, adding an estimated $341M. The largest seller was AssetMark Inc, cutting an estimated $94.6M.

  • 876 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2019, up from 833 in Q4 2018.
  • Funds reported $26.1B of Vanguard Growth ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 101 funds opened new Vanguard Growth ETF positions in Q1 2019 and 47 closed out, a net change of +54 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2019 was Bank of America, an estimated $341M added.
  • The largest Vanguard Growth ETF seller in Q1 2019 was AssetMark Inc, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2019.