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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
CIM
926
Contravisory Investment Management
Massachusetts
$6K -$23K -828 -79%
QCIG
927
Quad-Cities Investment Group
Iowa
$6K – – –
SIS
928
Sound Income Strategies
Florida
$6K – – –
TRCT
929
Tower Research Capital (TRC)
New York
$5K -$408K -14,712 -99%
RIA
930
RPG Investment Advisory
California
$4K – – –
AIA
931
Arrow Investment Advisors
Maryland
$3.38K -$163K -5,880 -5%
AP
932
Atwood & Palmer
Missouri
$3K – – –
LWM
933
Lenox Wealth Management
Ohio
$3K – – –
BWL
934
Bogart Wealth LLC
Virginia
$2K – – –
FCH
935
Freestone Capital Holdings
Washington
$1.54K – – –
EK
936
Evensky & Katz
Florida
$1K +$166 +6 +17%
AMCA
937
Arthur M. Cohen & Associates
Illinois
$266 +$999 +36 +0.4%
SWP
938
Strategic Wealth Partners
Ohio
$146 – – –
CFG
939
CMC Financial Group
Georgia
– -$9.94M -365,154 Closed
FTS
940
Fifth Third Securities
Ohio
– -$8.1M -296,586 Closed
RCAG
941
Rehmann Capital Advisory Group
Michigan
– -$3.78M -138,894 Closed
Citadel Advisors
942
Citadel Advisors
Florida
– -$3.85M -138,834 Closed
WMC
943
Westwood Management Corporation
Illinois
– -$2.61M -96,000 Closed
GTAM
944
Global Trust Asset Management
Florida
– -$15K -88,512 Closed
FSA
945
Financial Sense Advisors
California
– -$1.33M -48,828 Closed
WAM
946
Wolverine Asset Management
Illinois
– -$1.3M -47,856 Closed
Millennium Management
947
Millennium Management
New York
– -$1.18M -43,290 Closed
Renaissance Technologies
948
Renaissance Technologies
New York
– -$768K -28,200 Closed
AWA
949
Alaska Wealth Advisors
Alaska
– -$595K -22,830 Closed
MPM
950
Meritage Portfolio Management
Kansas
– -$552K -20,256 Closed
36 37
38
39 40

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.