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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
CW
126
CreativeOne Wealth
Kansas
$13.5M +$1.05M +40,284 +9%
AF
127
Allworth Financial
California
$13.4M -$35.9M -1,373,544 -73%
PA
128
Planning Alternatives
Michigan
$13.3M -$498K -19,038 -4%
Jane Street
129
Jane Street
New York
$13M +$4.7M +179,508 +59%
CB
130
Chemical Bank
Michigan
$12.9M -$54K -2,064 -0.4%
SFG
131
SNS Financial Group
Minnesota
$12.8M +$370K +14,148 +3%
BRWA
132
B. Riley Wealth Advisors
Florida
$12.8M +$1.48M +56,628 +13%
NL
133
NWAM LLC
Washington
$12.5M +$215K +8,232 +2%
CFB
134
Cullen/Frost Bankers
Texas
$12.5M -$810K -30,948 -6%
WLIM
135
White Lighthouse Investment Management
Massachusetts
$12.3M +$509K +19,440 +4%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$12.2M -$193K -7,380 -2%
CA
137
Cetera Advisors
Colorado
$12.1M -$830K -31,734 -7%
CAN
138
Cetera Advisor Networks
California
$12M +$11.7M +448,590 New
SIAS
139
Shine Investment Advisory Services
Colorado
$12M -$168K -6,432 -1%
SAM
140
Silvercrest Asset Management
New York
$12M +$444K +16,986 +4%
ACS
141
Archford Capital Strategies
Illinois
$11.8M +$1.01M +38,502 +10%
CPA
142
Capital Planning Advisors
California
$11.4M -$180K -6,864 -2%
MBTD
143
Mechanics Bank - Trust Department
California
$11.3M -$501K -19,158 -4%
APA
144
American Portfolios Advisors
New York
$11.1M +$20.3K +774 +0.2%
SWM
145
SVA Wealth Management
Wisconsin
$10.9M -$19.8K -756 -0.2%
SVCP
146
Silicon Valley Capital Partners
California
$10.8M +$6.16M +235,344 +142%
SQA
147
Simon Quick Advisors
New Jersey
$10.4M +$568K +21,714 +6%
CCA
148
Clearwater Capital Advisors
Illinois
$10.1M -$371K -14,178 -4%
BWM
149
Brickley Wealth Management
California
$10.1M +$395K +15,096 +4%
DC
150
DeDora Capital
California
$10.1M +$1.57M +60,078 +19%

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.