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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
FTC
751
Farmers Trust Company
Ohio
$427K -$3.46K -120 -0.8%
WTC
752
WhitTier Trust Company
Nevada
$425K
VWA
753
Visionary Wealth Advisors
Illinois
$424K +$404K +13,974 New
LL
754
LPWM LLC
Minnesota
$422K +$401K +13,902 New
TFCP
755
Twin Focus Capital Partners
Massachusetts
$421K +$69.3K +2,400 +21%
EFS
756
Essex Financial Services
Connecticut
$419K +$77.8K +2,694 +24%
BZWA
757
Blue Zone Wealth Advisors
California
$417K +$396K +13,728 New
MCM
758
Murphy Capital Management
New Jersey
$413K +$34.1K +1,182 +9%
PPW
759
Parcion Private Wealth
Washington
$413K +$393K +13,608 New
HWM
760
Hohimer Wealth Management
Washington
$413K +$393K +13,614 New
SAM
761
S.A. Mason
Michigan
$412K +$392K +13,572 New
JSL
762
JT Stratford LLC
Georgia
$411K +$391K +13,530 New
MFS
763
McNamara Financial Services
Massachusetts
$408K -$11.4K -396 -3%
DE
764
Day & Ennis
Georgia
$407K +$347 +12 +0.1%
IFG
765
Investors Financial Group
Minnesota
$406K +$386K +13,356 New
DT
766
Diversified Trust
Tennessee
$400K
BWA
767
Beam Wealth Advisors
Louisiana
$400K +$380K +13,176 New
TAM
768
Townsend Asset Management
North Carolina
$400K +$380K +13,176 New
VWA
769
V Wealth Advisors
Kansas
$396K
BOTW
770
Bank of the West
California
$395K -$3.12K -108 -0.8%
CWM
771
Circle Wealth Management
New Jersey
$395K +$1.04K +36 +0.3%
QCG
772
Quadrant Capital Group
Ohio
$395K +$381K +13,188 New
CST
773
Charles Schwab Trust
Nevada
$394K -$1.91K -66 -0.5%
PGA
774
Portland Global Advisors
Maine
$391K
VC
775
Veracity Capital
Georgia
$391K +$372K +12,888 New

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.