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Vanguard Growth ETF
VUG

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: 137 → 166 (+29)

18% more funds holding

Funds holding: 937 → 1,108 (+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

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$1.88B
2
Truist Financial
Truist Financial
North Carolina
+$96.3M
3
Bank of America
Bank of America
North Carolina
+$58M
4
SGAM
Stephens Group Asset Management
Arkansas
+$56.8M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$780M
2
Axa
Axa
France
-$104M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$93M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$52.4M
5
CA
Cambridge Associates
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$355K +$338K +11,700 New
EP
802
Eudaimonia Partners
Tennessee
$353K +$335K +11,610 New
MGWM
803
Marks Group Wealth Management
Minnesota
$351K +$334K +11,574 New
RFN
804
RDA Financial Network
Iowa
$350K +$29.5K +1,020 +10%
OBWP
805
O'Brien Wealth Partners
Massachusetts
$350K +$328K +11,352 New
KWMG
806
King Wealth Management Group
Florida
$348K +$173 +6 +0.1%
ZF
807
Zhang Financial
Michigan
$347K – – –
IP
808
Intellectus Partners
California
$347K +$330K +11,424 New
AC
809
Alexandria Capital
Virginia
$346K -$17.2K -594 -5%
RFA
810
Reilly Financial Advisors
California
$346K +$19.2K +666 +6%
IAN
811
Integrated Advisors Network
Texas
$346K +$329K +11,406 New
B
812
Brightworth
Georgia
$344K – – –
CC
813
Courier Capital
New York
$344K – – –
GDP
814
Great Diamond Partners
Maine
$344K +$327K +11,340 New
FNT
815
First National Trust
Pennsylvania
$342K – – –
9WM
816
9258 Wealth Management
Ohio
$342K +$326K +11,274 New
IF
817
Ironwood Financial
Arizona
$341K -$3.46K -120 -1%
HPC
818
HM Payson & Co
Maine
$338K +$68.3K +2,364 +27%
AWE
819
Avidian Wealth Enterprises
Texas
$337K – – –
TI
820
tru Independence
Oregon
$337K +$373K +12,912 New
PCIA
821
Prime Capital Investment Advisors
Kansas
$336K +$115K +3,966 +56%
FFWA
822
FRG Family Wealth Advisors
Washington
$335K – – –
PFO
823
Pathstone Family Office
New Jersey
$335K – – –
EA
824
Elm Advisors
California
$334K – – –
DAS
825
Dynamic Advisor Solutions
Arizona
$334K +$318K +10,998 New
31 32
33
34 35

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.