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Vanguard Growth ETF

923 hedge funds and large institutions have $28.4B invested in Vanguard Growth ETF in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 293 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $1.58M

150% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 38

19% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 293

9% more capital invested

Capital invested by funds: $26.1B → $28.4B (+$2.35B)

6.78% more ownership

Funds ownership: 409.44%416.22% (+6.8%)

5% more funds holding

Funds holding: 876923 (+47)

3% more funds holding in top 10

Funds holding in top 10: 131135 (+4)

Holders
923
Holders Change
+47
Holders Change %
+5.37%
% of All Funds
20.05%
Holding in Top 10
135
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.05%
% of All Funds
2.93%
New
95
Increased
350
Reduced
293
Closed
38
Calls
$6.31M
Puts
$1.58M
Net Calls
+$4.73M
Net Calls Change
-$8.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$21.7M +$3.52M +131,640 +20%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$21.4M +$2.12M +79,440 +11%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$21.2M +$1.72M +64,212 +9%
FAN
104
Financial Advisors Network
California
$21.2M +$851K +31,872 +4%
APA
105
American Portfolios Advisors
New York
$21.1M +$1.87M +69,840 +10%
CCM
106
Condor Capital Management
New Jersey
$20.8M +$349K +13,062 +2%
NFG
107
Nadler Financial Group
Illinois
$20.8M +$301K +11,256 +1%
ECM
108
Evergreen Capital Management
Washington
$19.6M -$3.17M -118,500 -14%
CGL
109
Clarius Group LLC
Washington
$19.5M -$836K -31,308 -4%
Creative Planning
110
Creative Planning
Kansas
$19.4M +$1.74M +65,010 +10%
CFGS
111
Concourse Financial Group Securities
Alabama
$18.7M -$596K -22,320 -3%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.7M +$92.6K +3,468 +0.5%
AAMA
113
Advanced Asset Management Advisors
Ohio
$18.5M
CPIG
114
Chicago Partners Investment Group
Illinois
$18.4M +$276K +10,320 +2%
FPIS
115
Financial Planning & Information Services
Wisconsin
$18.3M -$4.04M -151,074 -18%
FHA
116
First Horizon Advisors
Tennessee
$17.9M -$568K -21,264 -3%
Cerity Partners
117
Cerity Partners
New York
$17.5M +$13.4M +500,292 +349%
KFA
118
Kays Financial Advisory
Georgia
$17.5M -$348K -13,014 -2%
SI
119
Stephens Inc
Arkansas
$17.2M +$1.75M +65,412 +12%
AWM
120
AE Wealth Management
Kansas
$17.1M +$3.69M +138,090 +28%
CW
121
CreativeOne Wealth
Kansas
$17M +$1.3M +48,702 +8%
BFA
122
Beaumont Financial Advisors
Massachusetts
$16.7M -$387K -14,490 -2%
CTB
123
Country Trust Bank
Illinois
$16.6M +$418K +15,648 +3%
CWM
124
Connecticut Wealth Management
Connecticut
$16.3M +$14.6M +545,112 +1,015%
JCM
125
Jacobsen Capital Management
Utah
$16.1M +$15.8M +591,828 New

VUG Hedge Fund Activity: Q2 2019 in Review

923 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2019, worth a combined $28.4B — up 9% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VUG positions and 38 closed out — a net gain of 57 holders — while 350 added to existing stakes and 293 trimmed.

The largest buyer was Bank of America, adding an estimated $886M. The largest seller was Financial Engines Advisors, cutting an estimated $87.3M.

  • 923 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2019, up from 876 in Q1 2019.
  • Funds reported $28.4B of Vanguard Growth ETF stock for Q2 2019, up 9% quarter-over-quarter.
  • 95 funds opened new Vanguard Growth ETF positions in Q2 2019 and 38 closed out, a net change of +57 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2019 was Bank of America, an estimated $886M added.
  • The largest Vanguard Growth ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2019.