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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
HWM
1051
Holloway Wealth Management
Florida
$38K
EWM
1052
EPG Wealth Management
Georgia
$38K +$35.9K +1,242 New
JWM
1053
Janiczek Wealth Management
Colorado
$36K
ONST
1054
Old North State Trust
North Carolina
$35K -$26.7K -924 -44%
QAM
1055
QCI Asset Management
New York
$34K -$9.88K -342 -23%
BAMG
1056
Brand Asset Management Group
Missouri
$33K
BC
1057
Barnett & Company
Tennessee
$33K +$5.54K +192 +21%
IFA
1058
Interactive Financial Advisors
Illinois
$32K -$693 -24 -2%
CAGAS
1059
Capital Advisory Group Advisory Services
Minnesota
$31K
CFG
1060
Citizens Financial Group
Rhode Island
$31K +$29.6K +1,026 New
BAM
1061
Bellevue Asset Management
Washington
$29K +$27.7K +960 New
EW
1062
Element Wealth
Mississippi
$28K +$26.7K +924 New
CA
1063
CXI Advisors
Indiana
$26K +$25.1K +870 New
PWP
1064
Personal Wealth Partners
Minnesota
$25K -$183K -6,342 -88%
AWM
1065
Avondale Wealth Management
Texas
$24K
TRCT
1066
Tower Research Capital (TRC)
New York
$23K +$16.5K +570 +288%
WB
1067
West Bancorporation
Iowa
$23K +$22.2K +768 New
HI
1068
Hudock Inc
Pennsylvania
$22K
TPWA
1069
TRUE Private Wealth Advisors
Oregon
$21K +$20.8K +720 New
TFGT
1070
TS Financial Group (TSFG)
Illinois
$20K -$13K -450 -40%
APW
1071
Acima Private Wealth
Virginia
$20K
RBC
1072
Roble Belko & Company
Pennsylvania
$20K
PCTC
1073
Perkins Coie Trust Company
Washington
$19K
RIA
1074
Realta Investment Advisors
Delaware
$19K
CWP
1075
CFM Wealth Partners
Texas
$19K +$17.3K +600 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.