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Vanguard Growth ETF
VUG

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: 923 → 937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135 → 137 (+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

Top Buyers

Rank Fund Capital Flow
1
CL
Cabana LLC
Arkansas
+$67.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41M
3
MIS
Morningstar Investment Services
Illinois
+$31.3M
4
WCM
Windham Capital Management
Massachusetts
+$22.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$121M
2
JP Morgan Chase
JP Morgan Chase
New York
-$76.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.1M
4
AssetMark Inc
AssetMark Inc
California
-$36.4M
5
Morgan Stanley
Morgan Stanley
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
876
First Command Financial Services
Texas
$52K – – –
FFC
877
First Financial Corp
Indiana
$52K – – –
POIA
878
Pin Oak Investment Advisors
Texas
$51K – – –
TIM
879
Tortoise Investment Management
New York
$51K – – –
TCOV
880
Trust Company of Vermont
Vermont
$49K – – –
FM
881
Family Management
New York
$47K – – –
FCA
882
FinTrust Capital Advisors
South Carolina
$47K – – –
MSFP
883
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
VCM
884
Vigilant Capital Management
Maine
$42K -$47.1K -1,698 -53%
RMC
885
Resources Management Corp
Connecticut
$42K +$42.3K +1,524 New
QAM
886
QCI Asset Management
New York
$41K -$5.99K -216 -13%
HCA
887
Horan Capital Advisors
Ohio
$38K +$37.6K +1,356 New
AIP
888
Ameritas Investment Partners
Nebraska
$37K +$166 +6 +0.4%
LFG
889
Larson Financial Group
Missouri
$36K +$21.5K +774 +152%
WAS
890
Winch Advisory Services
Wisconsin
$36K +$35.8K +1,290 New
HWM
891
Holloway Wealth Management
Florida
$35K – – –
MPWT
892
MassMutual Private Wealth & Trust
Connecticut
$34K +$34K +1,224 New
JWM
893
Janiczek Wealth Management
Colorado
$33K – – –
TFGT
894
TS Financial Group (TSFG)
Illinois
$31K -$53.1K -1,914 -63%
PFO
895
Pathstone Family Office
New Jersey
$31K – – –
BAMG
896
Brand Asset Management Group
Missouri
$30K -$499 -18 -2%
IFA
897
Interactive Financial Advisors
Illinois
$30K – – –
CAGAS
898
Capital Advisory Group Advisory Services
Minnesota
$28K +$4.33K +156 +18%
PGAM
899
Princeton Global Asset Management
New Jersey
$26K – – –
BC
900
Barnett & Company
Tennessee
$25K – – –
34 35
36
37 38

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.