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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
SMM
51
Stadion Money Management
Georgia
$63.2M +$13K +450 +0%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$62.3M -$1.22M -42,276 -2%
CL
53
Cabana LLC
Arkansas
$61.9M -$14.1M -487,752 -19%
BOH
54
Bank of Hawaii
Hawaii
$61.4M -$1.19M -41,352 -2%
JFA
55
Johanson Financial Advisors
California
$60M +$1.88B +65,240,292 +17,902%
SGAM
56
Stephens Group Asset Management
Arkansas
$59.7M +$56.8M +1,965,882 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$59.1M +$4.33M +149,994 +8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$55.6M +$931K +32,244 +2%
OPS
59
Orion Portfolio Solutions
Nebraska
$55.4M +$52.7M +1,825,362 New
Vanguard Group
60
Vanguard Group
Pennsylvania
$55.2M -$52.4M -1,814,550 -50%
CHP
61
Cable Hill Partners
Oregon
$54.8M +$1.05M +36,516 +2%
KIM
62
Karpus Investment Management
New York
$54.6M +$3.75M +129,912 +8%
MFW
63
Mosaic Family Wealth
Missouri
$53.5M -$720K -24,924 -1%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$52.8M +$1.13M +39,300 +2%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$52.5M +$49.3M +1,708,800 +8,630%
FIA
66
Foundations Investment Advisors
Arizona
$52.4M -$12.1M -418,458 -20%
CF
67
Corrigan Financial
Rhode Island
$50.3M -$880K -30,468 -2%
PAG
68
Private Advisor Group
New Jersey
$48.8M +$10M +346,236 +27%
PW
69
Peninsula Wealth
California
$48.2M -$1.03M -35,574 -2%
MWA
70
Martel Wealth Advisors
Washington
$47.3M -$667K -23,082 -1%
CWM
71
Campbell Wealth Management
Virginia
$45.2M +$1.57M +54,300 +4%
JA
72
JOYN Advisors
Georgia
$45.1M -$820K -28,386 -2%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$43.9M +$148K +5,118 +0.4%
HCC
74
Hirtle Callaghan & Co
Pennsylvania
$43.9M +$836K +28,932 +2%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$43.6M -$250K -8,670 -0.6%

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.