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Vanguard Growth ETF

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: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Cornerstone Management
Georgia
$34.6M -$755K -27,228 -2%
GFPC
77
Global Financial Private Capital
Florida
$34.4M -$133K -4,806 -0.4%
SFG
78
Sage Financial Group
Pennsylvania
$34.2M -$1.6M -57,720 -4%
MIH
79
Madison Investment Holdings
Wisconsin
$33.8M -$2.68M -96,654 -7%
MWM
80
Mission Wealth Management
California
$33.5M -$651K -23,472 -2%
ZCA
81
Zeke Capital Advisors
Pennsylvania
$32.7M -$15.1M -545,604 -32%
HWA
82
HCR Wealth Advisors
California
$32.3M -$282K -10,164 -0.9%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$32.1M -$126K -4,536 -0.8%
GC
84
Grimes & Company
Massachusetts
$31.6M -$556K -20,028 -2%
ME
85
McIlrath & Eck
Washington
$31M -$369K -13,308 -1%
US Bancorp
86
US Bancorp
Minnesota
$29.7M +$762K +27,468 +3%
JC
87
Jentner Corp
Ohio
$29.2M +$340K +12,240 +1%
Citigroup
88
Citigroup
New York
$28.8M -$66.4K -2,394 -0.2%
BEC
89
Blue Edge Capital
Virginia
$28.6M +$94.1K +3,390 +0.3%
LA
90
LVW Advisors
New York
$27.7M -$1.57M -56,592 -5%
PPW
91
Pasadena Private Wealth
California
$27.5M -$256K -9,216 -0.9%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$25.7M +$931K +33,546 +4%
WIC
93
Woodmont Investment Counsel
Tennessee
$25.5M +$237K +8,532 +0.9%
BRWM
94
B. Riley Wealth Management
Tennessee
$25.3M -$2.18M -78,654 -8%
AIS
95
American Investment Services
Massachusetts
$25M -$717K -25,860 -3%
BF
96
Blankinship & Foster
California
$24.9M -$839K -30,252 -3%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$24.6M +$761K +27,438 +3%
OAJ
98
Ogorek Anthony Joseph
New York
$24.2M +$9.02M +325,224 +60%
Truist Financial
99
Truist Financial
North Carolina
$23.9M -$26.6K -960 -0.1%
WLIM
100
White Lighthouse Investment Management
Massachusetts
$23.8M +$1.71M +61,692 +8%

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.