Vanguard Growth ETF
VUG
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.
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: 109 → 116 (+7)
3% more funds holding
Funds holding: 732 → 753 (+21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.02B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.3M |
| 5 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$232M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$93.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$86.8M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$58.5M |
| 5 |
Morgan Stanley
New York
|
-$43.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
776
Bay Colony Advisors
Concord,
Massachusetts
| – | -$47K | -1,878 | Closed |
|
|
JWA
777
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$34K | -1,374 | Closed |
|
778
Simplex Trading
Chicago,
Illinois
| – | -$31K | -1,278 | Closed |
|
|
AWA
779
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$17K | -666 | Closed |
|
|
HH
780
HWG Holdings
Houston,
Texas
| – | -$10K | -396 | Closed |
|
|
KCPG
781
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$7K | -294 | Closed |
|
|
RFM
782
Royal Fund Management
Lady Lake,
Florida
| – | -$2K | -90 | Closed |
|
783
Barclays
London,
United Kingdom
| – | -$2K | -78 | Closed |
|
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.