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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
BFIM
726
Beese Fulmer Investment Management
Ohio
$218K +$206K +8,358 New
TFS
727
Thoroughbred Financial Services
Tennessee
$218K +$206K +8,364 New
LPT
728
Legacy Private Trust
Wisconsin
$217K -$23.7K -960 -10%
TW
729
TrinityPoint Wealth
Connecticut
$214K +$203K +8,226 New
RA
730
RFG Advisory
Alabama
$211K +$200K +8,100 New
AMCA
731
Arthur M. Cohen & Associates
Illinois
$211K +$200K +8,106 New
AIP
732
Almanack Investment Partners
Pennsylvania
$209K -$16.3K -660 -8%
SL
733
Salomon & Ludwin
Virginia
$209K
RCM
734
RNC Capital Management
California
$209K +$198K +8,028 New
WOC
735
West Oak Capital
California
$208K
RMDI
736
R.M. Davis Inc
Maine
$208K +$196K +7,962 New
SFP
737
Shepherd Financial Partners
Massachusetts
$208K +$197K +7,992 New
RC
738
RegentAtlantic Capital
New Jersey
$206K +$195K +7,890 New
DA
739
Doliver Advisors
Texas
$206K +$195K +7,896 New
PCP
740
Proficio Capital Partners
Massachusetts
$205K +$194K +7,878 New
SFS
741
Strategic Financial Services
New York
$205K +$194K +7,878 New
DP
742
DDD Partners
Washington
$203K -$162K -6,570 -46%
SIAP
743
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$203K
BWCS
744
Beirne Wealth Consulting Services
Connecticut
$202K +$191K +7,734 New
WIA
745
Wealthstreet Investment Advisors
Texas
$202K +$191K +7,752 New
Jennison Associates
746
Jennison Associates
New York
$201K -$4.03M -163,476 -95%
SNBOSD
747
Security National Bank of So Dak
Iowa
$201K +$190K +7,716 New
CIAS
748
Capital Investment Advisory Services
North Carolina
$200K +$59.8K +2,424 +46%
CWA
749
Clarus Wealth Advisors
Arizona
$190K +$740 +30 +0.4%
KM
750
Kalos Management
Georgia
$188K -$46.2K -1,872 -21%

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.