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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
776
Edgestream Partners
New Jersey
$241K -$832 -30 -0.3%
HPC
777
Hobart Private Capital
North Carolina
$240K +$9.99K +360 +4%
HA
778
Harborview Advisors
Maine
$239K
PPCM
779
Pillar Pacific Capital Management
California
$236K -$26.3K -948 -10%
UWPG
780
Ullmann Wealth Partners Group
Florida
$236K
CWA
781
Clarus Wealth Advisors
Arizona
$236K +$499 +18 +0.2%
CM
782
Capital Management
Virginia
$234K
KLCM
783
KG&L Capital Management
Louisiana
$233K +$234K +8,442 New
FWM
784
Focused Wealth Management
New York
$232K -$218K -7,860 -48%
TCM
785
Telos Capital Management
California
$232K +$20.5K +738 +10%
LPT
786
Legacy Private Trust
Wisconsin
$230K
AAS
787
Annex Advisory Services
Wisconsin
$228K
TW
788
TrinityPoint Wealth
Connecticut
$227K
CI
789
Chartist Inc
California
$227K +$227K +8,184 New
CNBT
790
Canandaigua National Bank & Trust
New York
$226K -$2K -72 -0.9%
SL
791
Salomon & Ludwin
Virginia
$223K
MIC
792
Means Investment Company
Maine
$223K +$9.49K +342 +5%
FNBOO
793
First National Bank of Omaha
Nebraska
$223K +$224K +8,070 New
WOC
794
West Oak Capital
California
$221K
LC
795
Lincoln Capital
Nebraska
$221K +$2K +72 +0.9%
WIA
796
Wealthstreet Investment Advisors
Texas
$219K -$333 -12 -0.2%
MAA
797
Matrix Asset Advisors
New York
$219K +$219K +7,902 New
SFS
798
Strategic Financial Services
New York
$218K
SFP
799
Shepherd Financial Partners
Massachusetts
$217K -$4.99K -180 -2%
Jennison Associates
800
Jennison Associates
New York
$216K -$75.4K -2,718 -26%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.