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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
FEG
851
Financial Enhancement Group
Indiana
$115K
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$110K +$20K +720 +22%
KWA
853
KCS Wealth Advisory
California
$109K +$109K +3,942 New
TL
854
TrueWealth LLC
Georgia
$104K
CCM
855
Cribstone Capital Management
Maine
$98K -$15.1K -546 -13%
AF
856
Arrow Financial
New York
$92K
EI
857
Ellevest Inc
New York
$91K
MCM
858
McMillion Capital Management
North Carolina
$87K
LWS
859
Lucia Wealth Services
California
$83K
SBL
860
Sargent Bickham Lagudis
Colorado
$83K
WEC
861
Winslow Evans & Crocker
Massachusetts
$82K +$16.3K +588 +25%
SFA
862
Stewardship Financial Advisors
Georgia
$82K +$81.7K +2,946 New
WCG
863
Weaver Consulting Group
California
$81K
TA
864
Thor Advisors
New York
$77K +$77.2K +2,784 New
FBT
865
First Bank & Trust
South Dakota
$71K
SBA
866
Secrest Blakey & Associates
North Carolina
$71K
NSIM
867
North Star Investment Management
Illinois
$70K +$69.9K +2,520 New
CAL
868
Capital Analysts LLC
Pennsylvania
$69K +$34.3K +1,236 +96%
GI
869
Gradient Investments
Minnesota
$64K +$41.9K +1,512 +188%
BCA
870
Bray Capital Advisors
Florida
$63K +$166 +6 +0.3%
GWS
871
Glassman Wealth Services
Virginia
$62K
BEI
872
Benjamin Edwards Inc
Missouri
$58K
ONST
873
Old North State Trust
North Carolina
$58K
JCM
874
Jacobi Capital Management
Pennsylvania
$53K +$5.49K +198 +12%
FCB
875
First Command Bank
Texas
$52K

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.