We are live on ! Find out more
VUG icon

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
PCA
751
Providence Capital Advisors
North Carolina
$185K
PFGIA
752
Patriot Financial Group Insurance Agency
Massachusetts
$180K +$148K +5,982 +647%
WAM
753
Wealthspire Advisors (Maryland)
Maryland
$177K
BWM
754
BerganKDV Wealth Management
Minnesota
$175K
BBA
755
Braun-Bostich & Associates
Pennsylvania
$174K
CICI
756
Capital Investment Counsel Inc
North Carolina
$171K +$162K +6,570 New
TWA
757
TCI Wealth Advisors
Arizona
$167K -$17.2K -696 -10%
GSWM
758
Golden State Wealth Management
California
$165K +$157K +6,342 New
VFA
759
Valeo Financial Advisors
Indiana
$163K -$7.26K -294 -4%
PWM
760
PRW Wealth Management
Massachusetts
$159K
AA
761
Advisory Alpha
Michigan
$157K +$145K +5,886 New
KPCM
762
Kings Point Capital Management
New York
$148K
LIA
763
LS Investment Advisors
Michigan
$147K
SWP
764
Strategic Wealth Partners
Ohio
$146K +$25.2K +1,020 +23%
SFSIG
765
San Francisco Sentry Investment Group
California
$136K +$6.22K +252 +5%
DOA
766
D'Orazio & Associates
Virginia
$133K
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$132K
BRC
768
Bell Rock Capital
Delaware
$131K
FNB
769
Farmers National Bank
Kentucky
$129K +$122K +4,962 New
KBFS
770
Kohmann Bosshard Financial Services
Ohio
$128K -$2.22K -90 -2%
ADL
771
Asset Dedication LLC
California
$127K +$32.4K +1,314 +37%
CDIA
772
Capital Directions Investment Advisors
Georgia
$124K
CCM
773
Cribstone Capital Management
Maine
$122K +$1.48K +60 +1%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$121K
1IA
775
1834 Investment Advisors
Wisconsin
$119K -$2.67K -108 -2%

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.