We are live on ! Find out more
VUG icon

Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$17.1M -$2.14M -87,276 -11%
AAMA
102
Advanced Asset Management Advisors
Ohio
$17M -$10.3K -420 -0.1%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$16.9M -$30.2K -1,230 -0.2%
FHA
104
First Horizon Advisors
Tennessee
$16.7M +$841K +34,290 +5%
AI
105
Atria Investments
North Carolina
$16.7M +$160K +6,522 +1%
CWM
106
Capital Wealth Management
Rhode Island
$16.6M -$202K -8,256 -1%
Creative Planning
107
Creative Planning
Kansas
$16.1M +$372K +15,174 +2%
IA
108
IFP Advisors
Florida
$16.1M +$1.26M +51,270 +9%
CPIG
109
Chicago Partners Investment Group
Illinois
$15.5M -$298K -12,162 -2%
KFA
110
Kays Financial Advisory
Georgia
$15.3M +$359K +14,622 +2%
HWA
111
HCR Wealth Advisors
California
$15.2M +$2.31M +94,248 +19%
AAP
112
Arax Advisory Partners
Colorado
$15.1M +$2.15M +87,594 +17%
IWA
113
Inspirion Wealth Advisors
Illinois
$14.4M +$76.7K +3,126 +0.5%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$14.4M -$242K -9,864 -2%
SFM
115
Signet Financial Management
New Jersey
$14.3M -$726K -29,604 -5%
CTB
116
Country Trust Bank
Illinois
$13.6M +$67.8K +2,766 +0.5%
TCM
117
TD Capital Management
Tennessee
$13.5M +$17.2K +702 +0.1%
CWM
118
Cranbrook Wealth Management
Michigan
$13.2M -$267K -10,902 -2%
BCIM
119
Bishop & Co Investment Management
Pennsylvania
$13M -$239K -9,738 -2%
SEIA
120
Signature Estate & Investment Advisors
California
$12.9M -$4.07M -165,960 -24%
PA
121
Planning Alternatives
Michigan
$12.9M -$1.2M -48,756 -9%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$12.8M -$177K -7,224 -1%
FSA
123
Financial Services Advisory
Maryland
$12.6M +$5.35M +218,190 +76%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$12.6M +$34.3K +1,398 +0.3%
CFB
125
Cullen/Frost Bankers
Texas
$12.4M -$3.5M -142,638 -22%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.