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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
SL
1026
Savior LLC
Massachusetts
$68K +$64.6K +2,238 New
DOA
1027
D'Orazio & Associates
Virginia
$66K -$85.1K -2,946 -58%
GI
1028
Gradient Investments
Minnesota
$66K -$3.98K -138 -6%
BEI
1029
Benjamin Edwards Inc
Missouri
$64K
FP
1030
Financial Perspectives
Minnesota
$62.4K +$59.4K +2,058 New
FPFS
1031
First Personal Financial Services
North Carolina
$62K +$59.1K +2,046 New
PW
1032
Price Wealth
Texas
$62K +$59.4K +2,058 New
LFG
1033
Larson Financial Group
Missouri
$61K +$21.3K +738 +57%
FCB
1034
First Command Bank
Texas
$57K
FCFS
1035
First Command Financial Services
Texas
$57K
FFC
1036
First Financial Corp
Indiana
$57K
POIA
1037
Pin Oak Investment Advisors
Texas
$56K
TIM
1038
Tortoise Investment Management
New York
$56K
VCM
1039
Vigilant Capital Management
Maine
$56K +$9.36K +324 +21%
AIC
1040
Archer Investment Corporation
Indiana
$56K +$53.4K +1,848 New
FM
1041
Family Management
New York
$52K
RMC
1042
Resources Management Corp
Connecticut
$51K +$4.33K +150 +10%
LWM
1043
Lionsbridge Wealth Management
Florida
$51K +$48.3K +1,674 New
MSFP
1044
Mark Sheptoff Financial Planning
Connecticut
$49K
1NWS
1045
1 North Wealth Services
Maryland
$48K +$34.3K +1,188 +309%
APWM
1046
Atlas Private Wealth Management
New York
$48K +$45.6K +1,578 New
RCA
1047
Ranch Capital Advisors
Florida
$47K +$44.5K +1,542 New
AIP
1048
Ameritas Investment Partners
Nebraska
$40K +$173 +6 +0.4%
LDFR
1049
Lehman & Derafelo Financial Resources
Pennsylvania
$39K +$37.3K +1,290 New
WFMPM
1050
Woodley Farra Manion Portfolio Management
Indiana
$39K +$37.4K +1,296 New

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.