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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
ZCA
51
Zeke Capital Advisors
Pennsylvania
$54.1M -$1.87M -71,316 -3%
LA
52
LVW Advisors
New York
$52.6M +$1.36M +51,888 +3%
CWM
53
Cornerstone Wealth Management
Missouri
$52.3M -$232M -8,851,602 -17%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$50.8M +$6.07M +232,056 +14%
NFC
55
Northeast Financial Consultants
Connecticut
$49.8M +$8.23M +314,760 +20%
JA
56
JOYN Advisors
Georgia
$49.7M +$442K +16,878 +0.9%
CA
57
Cambridge Associates
Massachusetts
$49.5M
CF
58
Corrigan Financial
Rhode Island
$47.2M -$593K -22,668 -1%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$45.5M +$3.38M +129,114 +8%
MFW
60
Mosaic Family Wealth
Missouri
$45.1M +$709K +27,084 +1%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$44.6M +$3.07M +117,174 +8%
PW
62
Peninsula Wealth
California
$42.5M +$241K +9,216 +0.6%
MWA
63
Martel Wealth Advisors
Washington
$42.4M +$41.3M +1,579,410 New
IA
64
Independence Advisors
Pennsylvania
$41.5M +$517K +19,752 +1%
HWA
65
HCR Wealth Advisors
California
$41.4M +$27.5M +1,050,528 +175%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$41.1M -$721K -27,546 -2%
CHP
67
Cable Hill Partners
Oregon
$41M -$2.89M -110,316 -7%
Stifel Financial
68
Stifel Financial
Missouri
$39.7M +$6.62M +252,846 +21%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.3M -$11.9M -453,516 -24%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$38.4M -$1.58M -60,378 -4%
BMM
71
Berkshire Money Management
Massachusetts
$38.3M +$712K +27,222 +2%
AG
72
Advisor Group
Arizona
$36M +$6.94M +265,098 +25%
SFSG
73
Stearns Financial Services Group
North Carolina
$35.2M +$1.17M +44,784 +4%
MWM
74
Mission Wealth Management
California
$35.2M +$65.1K +2,490 +0.2%
SFG
75
Sage Financial Group
Pennsylvania
$34.4M -$19.8K -756 -0.1%

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.