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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
IA
76
Independence Advisors
Pennsylvania
$42.2M -$12.2M -422,064 -23%
SFSG
77
Stearns Financial Services Group
North Carolina
$41.6M +$330K +11,430 +0.8%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$40.6M -$613K -21,216 -4%
CA
79
Cambridge Associates
Massachusetts
$37.9M -$24.7M -853,836 -41%
MWM
80
Mission Wealth Management
California
$36.2M -$484K -16,758 -1%
HWA
81
HCR Wealth Advisors
California
$36.1M +$785K +27,174 +2%
SFG
82
Sage Financial Group
Pennsylvania
$35.9M -$1.43M -49,398 -4%
CM
83
Cornerstone Management
Georgia
$35.8M -$1.94M -67,176 -5%
GFPC
84
Global Financial Private Capital
Florida
$35.2M -$2.33M -80,808 -7%
GC
85
Grimes & Company
Massachusetts
$34.3M -$336K -11,640 -1%
US Bancorp
86
US Bancorp
Minnesota
$34.3M +$1.61M +55,818 +5%
ME
87
McIlrath & Eck
Washington
$33.5M -$452K -15,636 -1%
BEC
88
Blue Edge Capital
Virginia
$33.5M +$2.09M +72,300 +7%
MAM
89
Madison Asset Management
Wisconsin
$33.3M +$31.7M +1,097,010 New
JC
90
Jentner Corp
Ohio
$31.9M -$54.1K -1,872 -0.2%
AWM
91
AE Wealth Management
Kansas
$31.7M +$7.47M +258,744 +33%
Citigroup
92
Citigroup
New York
$31.7M +$52.5K +1,818 +0.2%
PPW
93
Pasadena Private Wealth
California
$30.2M +$16.3K +564 +0.1%
LA
94
LVW Advisors
New York
$29.2M -$1.13M -39,264 -4%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$28.6M +$1.49M +51,702 +6%
WIC
96
Woodmont Investment Counsel
Tennessee
$28.6M +$651K +22,548 +2%
WLIM
97
White Lighthouse Investment Management
Massachusetts
$28.4M +$2.25M +77,874 +9%
BRWM
98
B. Riley Wealth Management
Tennessee
$28.3M +$561K +19,410 +2%
IA
99
IndexIQ Advisors
New York
$27.5M +$9.21M +318,978 +54%
BF
100
Blankinship & Foster
California
$27.3M -$1.73K -60 -0%

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.