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Vanguard Growth ETF

753 hedge funds and large institutions have $27.9B invested in Vanguard Growth ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 296 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $467K

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

45.5% more ownership

Funds ownership: 411.27%456.77% (+45%)

21% more capital invested

Capital invested by funds: $23B → $27.9B (+$4.9B)

18% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 250

6% more funds holding in top 10

Funds holding in top 10: 109116 (+7)

3% more funds holding

Funds holding: 732753 (+21)

Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
17.22%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
2.65%
New
52
Increased
296
Reduced
250
Closed
27
Calls
$4.03M
Puts
$467K
Net Calls
+$3.56M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Woodmont Investment Counsel
Tennessee
$19.3M +$421K +16,080 +2%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18.6M -$551K -21,066 -3%
FHA
103
First Horizon Advisors
Tennessee
$18.5M +$519K +19,848 +3%
AI
104
Atria Investments
North Carolina
$18.3M +$349K +13,338 +2%
Creative Planning
105
Creative Planning
Kansas
$18M +$646K +24,708 +4%
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$17.7M -$161K -6,138 -0.9%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.4M +$4.13M +157,698 +32%
PFA
108
Pathway Financial Advisors
Vermont
$17.1M -$350K -13,368 -2%
CWM
109
Capital Wealth Management
Rhode Island
$16.9M -$921K -35,190 -5%
KFA
110
Kays Financial Advisory
Georgia
$16.3M -$175K -6,696 -1%
IA
111
IFP Advisors
Florida
$15.6M -$1.63M -62,328 -10%
CPIG
112
Chicago Partners Investment Group
Illinois
$15M +$325K +12,438 +2%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$14.9M -$585K -22,368 -4%
IWA
114
Inspirion Wealth Advisors
Illinois
$14.8M -$755K -28,842 -5%
SFM
115
Signet Financial Management
New Jersey
$14.5M -$790K -30,180 -5%
CTB
116
Country Trust Bank
Illinois
$14.4M -$157K -6,012 -1%
TCM
117
TD Capital Management
Tennessee
$14.4M -$75.5K -2,886 -0.5%
SEIA
118
Signature Estate & Investment Advisors
California
$14.1M +$254K +9,720 +2%
CWM
119
Cranbrook Wealth Management
Michigan
$14M -$183K -7,002 -1%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$13.9M +$197K +7,518 +1%
MGIA
121
Moneta Group Investment Advisors
Missouri
$13.9M +$3.64M +139,224 +37%
BCIM
122
Bishop & Co Investment Management
Pennsylvania
$13.9M -$134K -5,106 -1%
FSA
123
Financial Services Advisory
Maryland
$13.7M +$118K +4,518 +0.9%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$13.6M +$60.4K +2,310 +0.5%
AAP
125
Arax Advisory Partners
Colorado
$13.5M -$2.63M -100,578 -17%

VUG Hedge Fund Activity: Q3 2018 in Review

753 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2018, worth a combined $27.9B — up 21% from $23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 27 closed out — a net gain of 25 holders — while 296 added to existing stakes and 250 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.02B. The largest seller was Cornerstone Wealth Management, cutting an estimated $232M.

  • 753 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2018, up from 732 in Q2 2018.
  • Funds reported $27.9B of Vanguard Growth ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q3 2018 and 27 closed out, a net change of +25 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.02B added.
  • The largest Vanguard Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2018.