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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pathway Financial Advisors
Vermont
$23.7M -$614K -22,146 -3%
RWM
102
Rezny Wealth Management
Florida
$23.3M -$1.52M -54,942 -6%
Two Sigma Investments
103
Two Sigma Investments
New York
$22.6M +$21.9M +788,400 +2,738%
WCM
104
Windham Capital Management
Massachusetts
$22.1M +$22.1M +797,886 New
FAN
105
Financial Advisors Network
California
$22.1M +$359K +12,948 +2%
AWM
106
AE Wealth Management
Kansas
$21.8M +$4.38M +157,986 +25%
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$21.7M -$14.2K -510 -0.1%
CCM
108
Condor Capital Management
New Jersey
$21.4M +$170K +6,138 +0.8%
APA
109
American Portfolios Advisors
New York
$21M -$484K -17,460 -2%
NFG
110
Nadler Financial Group
Illinois
$20.9M -$239K -8,628 -1%
Creative Planning
111
Creative Planning
Kansas
$20M +$184K +6,636 +0.9%
ECM
112
Evergreen Capital Management
Washington
$19.7M -$205K -7,374 -1%
JP Morgan Chase
113
JP Morgan Chase
New York
$19.6M -$76.8M -2,768,346 -80%
CGL
114
Clarius Group LLC
Washington
$19.4M -$448K -16,152 -2%
SI
115
Stephens Inc
Arkansas
$19.4M +$1.86M +66,960 +11%
PFPT
116
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.1M +$61.3K +2,208 +0.3%
AAMA
117
Advanced Asset Management Advisors
Ohio
$18.8M
CPIG
118
Chicago Partners Investment Group
Illinois
$18.8M +$280K +10,086 +2%
GM
119
GeoWealth Management
Illinois
$18.7M +$18.7M +675,630 New
FHA
120
First Horizon Advisors
Tennessee
$18M -$225K -8,124 -1%
CW
121
CreativeOne Wealth
Kansas
$17.9M +$688K +24,810 +4%
CWM
122
Connecticut Wealth Management
Connecticut
$17.6M +$1.02M +36,900 +6%
CTB
123
Country Trust Bank
Illinois
$17.1M +$184K +6,642 +1%
KFA
124
Kays Financial Advisory
Georgia
$17M -$755K -27,222 -4%
CFB
125
Cullen/Frost Bankers
Texas
$16.8M +$5.79M +208,722 +52%

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.