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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Cornerstone Management
Georgia
$28.7M -$516K -21,036 -2%
NFG
77
Nadler Financial Group
Illinois
$27M +$864K +35,244 +3%
ECM
78
Evergreen Capital Management
Washington
$27M -$512K -20,868 -2%
ME
79
McIlrath & Eck
Washington
$26.9M -$847K -34,554 -3%
AG
80
Advisor Group
Arizona
$26.9M +$2.12M +86,532 +9%
JC
81
Jentner Corp
Ohio
$26.3M +$698K +28,470 +3%
AIS
82
American Investment Services
Massachusetts
$26.2M -$202K -8,226 -0.8%
AIA
83
Arrow Investment Advisors
Maryland
$24.8M -$2.06M -84,018 -8%
PCG
84
Private Capital Group
Connecticut
$23.9M +$1.32M +53,718 +6%
BF
85
Blankinship & Foster
California
$23.6M -$80K -3,264 -0.3%
Citigroup
86
Citigroup
New York
$23.4M +$2.51M +102,168 +12%
BEC
87
Blue Edge Capital
Virginia
$23.4M +$317K +12,924 +1%
Truist Financial
88
Truist Financial
North Carolina
$23.2M -$153K -6,228 -0.7%
OAJ
89
Ogorek Anthony Joseph
New York
$23.1M +$4.59M +187,092 +25%
IA
90
IndexIQ Advisors
New York
$22.5M -$22.1M -899,808 -50%
QIM
91
Quantitative Investment Management
Virginia
$21M +$20.6M +841,200 New
TA
92
TMD & Associates
Arizona
$20.2M +$1.86M +75,798 +10%
FAN
93
Financial Advisors Network
California
$19.9M +$19.5M +797,154 New
BFA
94
Beaumont Financial Advisors
Massachusetts
$18.9M -$92.1K -3,756 -0.5%
PFA
95
Pathway Financial Advisors
Vermont
$18.8M -$11.5K -468 -0.1%
CCM
96
Condor Capital Management
New Jersey
$18.6M -$282K -11,490 -2%
CGL
97
Clarius Group LLC
Washington
$18.4M +$12.9K +528 +0.1%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$17.8M +$1.27M +51,630 +8%
WIC
99
Woodmont Investment Counsel
Tennessee
$17.6M +$2.15M +87,660 +14%
US Bancorp
100
US Bancorp
Minnesota
$17.5M +$647K +26,400 +4%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.