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Vanguard Growth ETF

876 hedge funds and large institutions have $26.1B invested in Vanguard Growth ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 305 increasing their positions, 315 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.65M

115% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $22.4B → $26.1B (+$3.66B)

5% more funds holding

Funds holding: 833876 (+43)

3% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 315

2% less funds holding in top 10

Funds holding in top 10: 134131 (-3)

7.51% less ownership

Funds ownership: 416.96%409.44% (-7.5%)

Holders
876
Holders Change
+43
Holders Change %
+5.16%
% of All Funds
18.96%
Holding in Top 10
131
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.24%
% of All Funds
2.84%
New
101
Increased
305
Reduced
315
Closed
47
Calls
$17.2M
Puts
$3.65M
Net Calls
+$13.6M
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
101
Clarius Group LLC
Washington
$19.5M +$67.5K +2,736 +0.4%
FAN
102
Financial Advisors Network
California
$19.3M -$4.35M -176,262 -19%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$19M +$147K +5,964 +0.8%
CFGS
104
Concourse Financial Group Securities
Alabama
$18.5M -$108K -4,368 -0.6%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$18.4M +$629K +25,494 +4%
APA
106
American Portfolios Advisors
New York
$18.4M +$715K +28,974 +4%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.8M +$1.08M +43,866 +7%
IA
108
IndexIQ Advisors
New York
$17.7M -$31.8K -1,290 -0.2%
AAMA
109
Advanced Asset Management Advisors
Ohio
$17.7M -$10.1K -408 -0.1%
FHA
110
First Horizon Advisors
Tennessee
$17.7M +$215K +8,694 +1%
CPIG
111
Chicago Partners Investment Group
Illinois
$17.4M +$108K +4,362 +0.7%
OAJ
112
Ogorek Anthony Joseph
New York
$17.4M -$451K -18,282 -3%
WLIM
113
White Lighthouse Investment Management
Massachusetts
$17.3M +$3.91M +158,370 +31%
KFA
114
Kays Financial Advisory
Georgia
$17.1M +$1.05M +42,564 +7%
Creative Planning
115
Creative Planning
Kansas
$16.9M -$14.7K -594 -0.1%
BFA
116
Beaumont Financial Advisors
Massachusetts
$16.3M -$3.33M -135,114 -18%
MPW
117
MA Private Wealth
California
$16.2M -$3.05M -123,408 -17%
CWM
118
Capital Wealth Management
Rhode Island
$15.9M -$763K -30,912 -5%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$15.8M -$70.5M -2,858,466 -82%
TWP
120
Total Wealth Planning
Ohio
$15.5M -$142K -5,772 -1%
CTB
121
Country Trust Bank
Illinois
$15.5M +$1.41M +56,970 +11%
CW
122
CreativeOne Wealth
Kansas
$15M +$1.3M +52,620 +10%
MGIA
123
Moneta Group Investment Advisors
Missouri
$15M +$1.21M +48,918 +9%
CFB
124
Cullen/Frost Bankers
Texas
$14.9M +$4.34M +175,842 +40%
SI
125
Stephens Inc
Arkansas
$14.8M +$4.7M +190,512 +51%

VUG Hedge Fund Activity: Q1 2019 in Review

876 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2019, worth a combined $26.1B — up 16% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VUG positions and 47 closed out — a net gain of 54 holders — while 305 added to existing stakes and 315 trimmed.

The largest buyer was Bank of America, adding an estimated $341M. The largest seller was AssetMark Inc, cutting an estimated $94.6M.

  • 876 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2019, up from 833 in Q4 2018.
  • Funds reported $26.1B of Vanguard Growth ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 101 funds opened new Vanguard Growth ETF positions in Q1 2019 and 47 closed out, a net change of +54 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2019 was Bank of America, an estimated $341M added.
  • The largest Vanguard Growth ETF seller in Q1 2019 was AssetMark Inc, an estimated $94.6M sold.

Based on aggregated 13F filings for Q1 2019.