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Vanguard Growth ETF

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: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
901
Means Investment Company
Maine
$249K +$693 +24 +0.3%
PFM
902
Parsec Financial Management
North Carolina
$248K +$16.1K +558 +7%
TCM
903
Telos Capital Management
California
$246K -$7.62K -264 -3%
PWM
904
Perigon Wealth Management
California
$246K +$231K +7,992 New
1WA
905
180 Wealth Advisors
Washington
$244K -$47.6K -1,650 -18%
SL
906
Salomon & Ludwin
Virginia
$244K
AAS
907
Annex Advisory Services
Wisconsin
$242K -$7.97K -276 -3%
WOC
908
West Oak Capital
California
$242K
MAA
909
Matrix Asset Advisors
New York
$240K
CFD
910
Creative Financial Designs
Indiana
$238K -$45K -1,560 -17%
AIP
911
Almanack Investment Partners
Pennsylvania
$237K +$7.8K +270 +4%
BFIM
912
Beese Fulmer Investment Management
Ohio
$236K
LWM
913
Lyell Wealth Management
California
$236K
CG
914
CFO4Life Group
Texas
$235K
WIA
915
Wealthstreet Investment Advisors
Texas
$235K
MWM
916
Madison Wealth Management
Ohio
$235K +$224K +7,758 New
BWCS
917
Beirne Wealth Consulting Services
Connecticut
$234K -$520 -18 -0.2%
FB
918
Fulton Bank
Pennsylvania
$234K
CPSAC
919
Chas P. Smith & Associates (CPS)
Florida
$233K
PPCM
920
Pillar Pacific Capital Management
California
$232K -$25.5K -882 -10%
TW
921
TrinityPoint Wealth
Connecticut
$231K -$8.49K -294 -4%
VWM
922
Valley Wealth Managers
New Jersey
$231K
FWM
923
Filbrandt Wealth Management
Wisconsin
$231K +$220K +7,620 New
CWM
924
Calamos Wealth Management
Illinois
$230K -$81.8K -2,832 -27%
PCA
925
Providence Capital Advisors
North Carolina
$230K +$14K +486 +7%

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.