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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
CAM
701
Cidel Asset Management
Ontario, Canada
$505K
BA
702
Ballast Advisors
Minnesota
$503K +$478K +16,566 New
CT
703
Caldwell Trust
Florida
$502K +$477K +16,518 New
GKWIM
704
Gerber Kawasaki Wealth & Investment Management
California
$501K +$2.43K +84 +0.5%
TCM
705
Tandem Capital Management
New Jersey
$499K +$475K +16,446 New
FFSOTS
706
Fiduciary Financial Services of The Southwest
Texas
$498K
AL
707
Aspiriant LLC
California
$493K
PIMG
708
Patriot Investment Management Group
Tennessee
$488K
VFA
709
Valeo Financial Advisors
Indiana
$485K +$252K +8,730 +120%
BCP
710
Berkeley Capital Partners
Georgia
$484K -$52.7K -1,824 -10%
SSWM
711
Smith Salley Wealth Management
North Carolina
$484K -$24.1K -834 -5%
FSC
712
Full Sail Capital
Oklahoma
$482K
PSF
713
Pacific Sun Financial
California
$482K
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$478K +$47.5K +1,644 +12%
ACI
715
Alpha Cubed Investments
California
$474K -$88.4K -3,060 -16%
CAM
716
Covenant Asset Management
New Jersey
$474K -$11.8K -408 -3%
BRC
717
BHF RG Capital
Arizona
$472K +$449K +15,546 New
AC
718
Alley Company
Illinois
$471K -$92.7K -3,210 -17%
TIA
719
Traphagen Investment Advisors
New Jersey
$471K
FNBOO
720
First National Bank of Omaha
Nebraska
$469K +$214K +7,398 +92%
IF
721
IRON Financial
Illinois
$468K +$3.29K +114 +0.7%
CIA
722
Compass Ion Advisors
Pennsylvania
$467K +$445K +15,396 New
FWM
723
Focused Wealth Management
New York
$466K +$202K +6,984 +84%
Simplex Trading
724
Simplex Trading
Illinois
$465K -$234K -8,112 -35%
CP
725
Camelot Portfolios
Ohio
$462K +$5.72K +198 +1%

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.