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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
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.2M +$842K +34,350 +8%
CB
127
Chemical Bank
Michigan
$12.1M -$34.9K -1,422 -0.3%
CA
128
Cetera Advisors
Colorado
$12.1M -$351K -14,310 -3%
SFG
129
SNS Financial Group
Minnesota
$11.5M +$182K +7,416 +2%
CW
130
CreativeOne Wealth
Kansas
$11.5M +$614K +25,032 +6%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$11.5M -$36.2K -1,476 -0.3%
NL
132
NWAM LLC
Washington
$11.5M -$280K -11,430 -2%
SIAS
133
Shine Investment Advisory Services
Colorado
$11.3M -$43.6K -1,776 -0.4%
MBTD
134
Mechanics Bank - Trust Department
California
$11M -$584K -23,826 -5%
WLIM
135
White Lighthouse Investment Management
Massachusetts
$11M +$1.28M +52,308 +14%
CPA
136
Capital Planning Advisors
California
$10.8M -$4.78M -194,886 -31%
SAM
137
Silvercrest Asset Management
New York
$10.8M +$206K +8,394 +2%
PAG
138
Private Advisor Group
New Jersey
$10.7M -$7.61M -310,296 -42%
BRWA
139
B. Riley Wealth Advisors
Florida
$10.5M +$796K +32,448 +8%
APA
140
American Portfolios Advisors
New York
$10.3M +$188K +7,686 +2%
SWM
141
SVA Wealth Management
Wisconsin
$10.2M -$799K -32,598 -7%
ACS
142
Archford Capital Strategies
Illinois
$10M +$4.15M +169,116 +73%
CCA
143
Clearwater Capital Advisors
Illinois
$9.79M -$28.7K -1,170 -0.3%
MGIA
144
Moneta Group Investment Advisors
Missouri
$9.49M +$1.39M +56,676 +18%
MFS
145
Monetta Financial Services
Illinois
$9.44M
APSP
146
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.4M -$312K -12,714 -3%
VC
147
Vestor Capital
Illinois
$9.32M -$293K -11,952 -3%
VFA
148
Voya Financial Advisors
Connecticut
$9.11M +$102K +4,164 +1%
SQA
149
Simon Quick Advisors
New Jersey
$9.09M -$666K -27,168 -7%
BWM
150
Brickley Wealth Management
California
$9.03M +$3.28M +133,782 +59%

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.