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Vanguard Growth ETF

876 hedge funds and large institutions have $26.1B invested in Vanguard Growth ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 315 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.65M

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $22.4B → $26.1B (+$3.66B)

5% more funds holding

Funds holding: 833876 (+43)

3% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 315

2% less funds holding in top 10

Funds holding in top 10: 134131 (-3)

7.51% less ownership

Funds ownership: 416.96%409.44% (-7.5%)

Holders
876
Holders Change
+43
Holders Change %
+5.16%
% of All Funds
18.96%
Holding in Top 10
131
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.24%
% of All Funds
2.84%
New
101
Increased
305
Reduced
315
Closed
47
Calls
$17.2M
Puts
$3.65M
Net Calls
+$13.6M
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
876
Joseph P. Lucia & Associates
New York
$245 +$5.81M +235,518 New
EWA
877
EP Wealth Advisors
California
-$90.7M -4,049,364 Closed
AWM
878
Alterna Wealth Management
Texas
-$68.4M -3,228,426 Closed
NFC
879
Northeast Financial Consultants
Connecticut
-$72.2M -3,224,220 Closed
MPM
880
Meritage Portfolio Management
Kansas
-$21.2M -946,266 Closed
Two Sigma Advisers
881
Two Sigma Advisers
New York
-$9.91M -442,800 Closed
SGAM
882
Stephens Group Asset Management
Arkansas
-$6.2M -276,798 Closed
Winslow Capital Management
883
Winslow Capital Management
Minnesota
-$5.58M -249,282 Closed
BCA
884
Biltmore Capital Advisors
New Jersey
-$4.04M -199,296 Closed
QIM
885
Quantitative Investment Management
Virginia
-$3.1M -138,600 Closed
SCP
886
Silverleafe Capital Partners
Tennessee
-$3.03M -135,498 Closed
BAM
887
Belpointe Asset Management
Nevada
-$2.2M -98,070 Closed
CS
888
Credit Suisse
Switzerland
-$1.82M -81,270 Closed
Millennium Management
889
Millennium Management
New York
-$1.6M -71,412 Closed
Edgewood Management
890
Edgewood Management
Connecticut
-$796K -35,538 Closed
TF
891
Trek Financial
Arizona
-$607K -27,114 Closed
CA
892
Continuum Advisory
Idaho
-$555K -24,768 Closed
RBA
893
Richard Bernstein Advisors
New York
-$536K -23,928 Closed
CAM
894
Congress Asset Management
Massachusetts
-$460K -20,568 Closed
CWM
895
Centric Wealth Management
Illinois
-$432K -19,284 Closed
CFG
896
Cooper Financial Group
California
-$403K -18,006 Closed
RCG
897
Ruggie Capital Group
Florida
-$400K -17,886 Closed
MAM
898
Meeder Asset Management
Ohio
-$384K -17,136 Closed
FBC
899
Fairfield, Bush & Co
Connecticut
-$361K -16,140 Closed
HR
900
Hayden Royal
North Carolina
-$339K -15,150 Closed

VUG Hedge Fund Activity: Q1 2019 in Review

876 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2019, worth a combined $26.1B — up 16% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VUG positions and 47 closed out — a net gain of 54 holders — while 305 added to existing stakes and 315 trimmed.

The largest buyer was Bank of America, adding an estimated $341M. The largest seller was AssetMark Inc, cutting an estimated $94.6M.

  • 876 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2019, up from 833 in Q4 2018.
  • Funds reported $26.1B of Vanguard Growth ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 101 funds opened new Vanguard Growth ETF positions in Q1 2019 and 47 closed out, a net change of +54 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2019 was Bank of America, an estimated $341M added.
  • The largest Vanguard Growth ETF seller in Q1 2019 was AssetMark Inc, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2019.