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Vanguard Growth ETF

833 hedge funds and large institutions have $22.4B invested in Vanguard Growth ETF in 2018 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 282 increasing their positions, 273 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $3.5M

127% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 71

16% more funds holding in top 10

Funds holding in top 10: 116134 (+18)

11% more funds holding

Funds holding: 753833 (+80)

3% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 273

20% less capital invested

Capital invested by funds: $27.9B → $22.4B (-$5.45B)

39.82% less ownership

Funds ownership: 456.77%416.96% (-40%)

Holders
833
Holders Change
+80
Holders Change %
+10.62%
% of All Funds
18.56%
Holding in Top 10
134
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.52%
% of All Funds
2.99%
New
161
Increased
282
Reduced
273
Closed
71
Calls
$10.2M
Puts
$3.5M
Net Calls
+$6.65M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
876
Annex Advisory Services
Wisconsin
-$224K -8,334 Closed
HA
877
Harborview Advisors
Maine
-$223K -8,316 Closed
PFA
878
Pure Financial Advisors
California
-$223K -8,298 Closed
SFP
879
Shepherd Financial Partners
Massachusetts
-$207K -8,274 Closed
KJWM
880
Kiley Juergens Wealth Management
Washington
-$219K -8,178 Closed
VCM
881
Virtue Capital Management
Tennessee
-$215K -8,028 Closed
RT
882
Reliance Trust
Georgia
-$214K -7,980 Closed
RMDI
883
R.M. Davis Inc
Maine
-$214K -7,962 Closed
WT
884
Washington Trust
Rhode Island
-$213K -7,932 Closed
AW
885
ACG Wealth
Georgia
-$210K -7,818 Closed
SNBOSD
886
Security National Bank of So Dak
Iowa
-$210K -7,806 Closed
PAA
887
Peregrine Asset Advisers
Oregon
-$209K -7,800 Closed
TCM
888
Telos Capital Management
California
-$205K -7,644 Closed
PIM
889
Parker Investment Management
California
-$203K -7,572 Closed
AIM
890
Allen Investment Management
New York
-$201K -7,500 Closed
FB
891
Fulton Bank
Pennsylvania
-$201K -7,500 Closed
OBWP
892
O'Brien Wealth Partners
Massachusetts
-$150K -5,586 Closed
TC
893
Trilogy Capital
California
-$146K -5,436 Closed
SWMG
894
Signature Wealth Management Group
Georgia
-$121K -5,112 Closed
PCM
895
Princeton Capital Management
New Jersey
-$112K -4,182 Closed
LWS
896
Lucia Wealth Services
California
-$81K -3,000 Closed
SFA
897
Stewardship Financial Advisors
Georgia
-$81K -3,000 Closed
PCM
898
Peak Capital Management
Colorado
-$52K -2,076 Closed
CFA
899
Camarda Financial Advisors
Florida
-$49K -1,812 Closed
MWM
900
MinichMacGregor Wealth Management
New York
-$27K -1,008 Closed

VUG Hedge Fund Activity: Q4 2018 in Review

833 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2018, worth a combined $22.4B — down 20% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VUG positions and 71 closed out — a net gain of 90 holders — while 282 added to existing stakes and 273 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $2.64B. The largest seller was Envestnet Asset Management, cutting an estimated $1.99B.

  • 833 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2018, up from 753 in Q3 2018.
  • Funds reported $22.4B of Vanguard Growth ETF stock for Q4 2018, down 20% quarter-over-quarter.
  • 161 funds opened new Vanguard Growth ETF positions in Q4 2018 and 71 closed out, a net change of +90 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.64B added.
  • The largest Vanguard Growth ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.99B sold.

Based on aggregated 13F filings for Q4 2018.