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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
IWA
126
Inspirion Wealth Advisors
Illinois
$14.3M -$154K -6,246 -1%
SEIA
127
Signature Estate & Investment Advisors
California
$14.3M +$181K +7,326 +1%
TCM
128
TD Capital Management
Tennessee
$14M
AF
129
Allworth Financial
California
$13.9M +$1.14M +46,248 +9%
BCIM
130
Bishop & Co Investment Management
Pennsylvania
$13.8M +$410K +16,596 +3%
NAS
131
Nicolet Advisory Services
Wisconsin
$13.5M +$12.8M +517,608 New
BMM
132
Berkshire Money Management
Massachusetts
$13.4M +$1.45M +58,878 +13%
W
133
WealthOne
New York
$13.3M +$1.39M +56,340 +12%
SS
134
Simplicity Solutions
Minnesota
$13.3M +$3.25M +131,592 +35%
CWM
135
Cranbrook Wealth Management
Michigan
$13.3M -$171K -6,924 -1%
SFM
136
Signet Financial Management
New Jersey
$13.2M -$541K -21,918 -4%
SFG
137
SNS Financial Group
Minnesota
$13M +$704K +28,524 +6%
BRWA
138
B. Riley Wealth Advisors
Florida
$13M +$420K +17,034 +4%
NL
139
NWAM LLC
Washington
$12.8M +$966K +39,126 +9%
AWM
140
AE Wealth Management
Kansas
$12.7M +$3.31M +134,298 +38%
TYCC
141
Texas Yale Capital Corp
Florida
$12.5M +$5.96M +241,314 +101%
CB
142
Chemical Bank
Michigan
$12.4M -$89.9K -3,642 -0.8%
CAN
143
Cetera Advisor Networks
California
$12.1M +$981K +39,756 +9%
PA
144
Planning Alternatives
Michigan
$12.1M -$500K -20,244 -4%
SIAS
145
Shine Investment Advisory Services
Colorado
$12M -$365K -14,808 -3%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$11.7M -$1.61M -65,184 -13%
PPP
147
Private Portfolio Partners
New Jersey
$11.6M +$30.4K +1,230 +0.3%
AAS
148
Avantax Advisory Services
Texas
$11.6M +$1.13M +45,636 +11%
SAM
149
Silvercrest Asset Management
New York
$11.5M -$148K -6,000 -1%
ACS
150
Archford Capital Strategies
Illinois
$11.2M -$1.27M -51,438 -11%

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.