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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
AWM
1076
AllSquare Wealth Management
New York
$18K
LWA
1077
Lowe Wealth Advisors
Maryland
$18K
PFSC
1078
Peoples Financial Services Corp
Pennsylvania
$18K
BWP
1079
Baldwin Wealth Partners
Massachusetts
$17K
LF
1080
Lee Financial
Texas
$16K
TSW
1081
Thompson Siegel & Walmsley
Virginia
$15K -$3.98K -138 -22%
BUB
1082
BBVA USA Bancshares
Texas
$15K +$13.9K +480 New
NSB
1083
Norway Savings Bank
Maine
$14K +$13.2K +456 New
LFA
1084
Lighthouse Financial Advisors
Maryland
$14K +$14K +486 New
HCA
1085
Horan Capital Advisors
Ohio
$13K -$26.5K -918 -68%
BCM
1086
Blume Capital Management
California
$13K
GEA
1087
Glen Eagle Advisors
New Jersey
$12K
NL
1088
NVWM LLC
Pennsylvania
$12K
OIA
1089
Optimum Investment Advisors
Illinois
$10K
EWM
1090
Endurance Wealth Management
Rhode Island
$10K +$1.73K +60 +21%
LWA
1091
LWS Wealth Advisors
New Jersey
$9K +$8.66K +300 New
LC
1092
Lindbrook Capital
California
$9K +$8.84K +306 New
TFO
1093
Tarbox Family Office
California
$8K
CB
1094
CNB Bank
Pennsylvania
$7K -$4.5K -156 -39%
CIM
1095
Contravisory Investment Management
Massachusetts
$7K
WAS
1096
Winch Advisory Services
Wisconsin
$6K -$31.4K -1,086 -84%
SIS
1097
Sound Income Strategies
Florida
$6K
RIA
1098
RPG Investment Advisory
California
$5K
EWM
1099
Edge Wealth Management
New York
$5K +$5.2K +180 New
AP
1100
Atwood & Palmer
Missouri
$4K

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.