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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
FEG
1001
Financial Enhancement Group
Indiana
$126K
PP
1002
Pacifica Partners
Canada
$126K +$120K +4,158 New
WEC
1003
Winslow Evans & Crocker
Massachusetts
$122K +$30.5K +1,056 +36%
AWA
1004
Arkadios Wealth Advisors
Georgia
$112K +$97K +3,360 New
CCM
1005
Cribstone Capital Management
Maine
$108K
CCM
1006
Covington Capital Management
California
$107K +$102K +3,528 New
AF
1007
Arrow Financial
New York
$101K
PA
1008
Procyon Advisors
Connecticut
$96K +$91.1K +3,156 New
MCM
1009
McMillion Capital Management
North Carolina
$95K
CAL
1010
Capital Analysts LLC
Pennsylvania
$93K +$15.8K +546 +22%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$93K +$53.2K +1,842 +150%
SBL
1012
Sargent Bickham Lagudis
Colorado
$91K
SFA
1013
Stewardship Financial Advisors
Georgia
$89K
VCS
1014
Vaughan & Co Securities
New Jersey
$87.8K +$83.5K +2,892 New
PAIM
1015
Punch & Associates Investment Management
Minnesota
$86K +$81.6K +2,826 New
TL
1016
TrueWealth LLC
Georgia
$82K -$30.3K -1,050 -28%
FBT
1017
First Bank & Trust
South Dakota
$81K +$3.46K +120 +5%
MWP
1018
Meridian Wealth Partners
Pennsylvania
$81K +$77.3K +2,676 New
WCG
1019
Weaver Consulting Group
California
$80K
JCM
1020
Jacobi Capital Management
Pennsylvania
$79K +$19.9K +690 +36%
NSIM
1021
North Star Investment Management
Illinois
$77K
VRM
1022
Vectors Research Management
New York
$74K +$70.3K +2,436 New
BCA
1023
Bray Capital Advisors
Florida
$69K
FWP
1024
FAS Wealth Partners
Kansas
$69K +$65.3K +2,262 New
GWS
1025
Glassman Wealth Services
Virginia
$68K

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.