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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
FPIS
126
Financial Planning & Information Services
Wisconsin
$16.5M -$2.13M -76,674 -11%
JCM
127
Jacobsen Capital Management
Utah
$16.4M +$48.9K +1,764 +0.3%
IA
128
IndexIQ Advisors
New York
$16.2M +$15.4M +556,386 +1,878%
BFA
129
Beaumont Financial Advisors
Massachusetts
$16.2M -$747K -26,940 -4%
Bessemer Group
130
Bessemer Group
New Jersey
$16.2M +$1.18M +42,450 +8%
TWP
131
Total Wealth Planning
Ohio
$15.8M +$52.1K +1,878 +0.3%
CWM
132
Capital Wealth Management
Rhode Island
$15.7M -$679K -24,456 -4%
AAS
133
Avantax Advisory Services
Texas
$15.5M +$729K +26,262 +5%
SEIA
134
Signature Estate & Investment Advisors
California
$15.5M -$179K -6,444 -1%
W
135
WealthOne
New York
$15.5M +$596K +21,492 +4%
AI
136
Atria Investments
North Carolina
$15.3M +$1.26M +45,486 +9%
BRWA
137
B. Riley Wealth Advisors
Florida
$15.2M +$482K +17,364 +3%
NL
138
NWAM LLC
Washington
$14.9M +$95.9K +3,456 +0.6%
MGIA
139
Moneta Group Investment Advisors
Missouri
$14.9M -$334K -12,024 -2%
TCM
140
TD Capital Management
Tennessee
$14.8M +$39.1K +1,410 +0.3%
FSA
141
Financial Services Advisory
Maryland
$14.5M -$1.35M -48,636 -9%
IWA
142
Inspirion Wealth Advisors
Illinois
$14.5M -$463K -16,686 -3%
MPW
143
MA Private Wealth
California
$14.2M -$898K -32,382 -6%
AF
144
Allworth Financial
California
$14.1M -$573K -20,640 -4%
BCIM
145
Bishop & Co Investment Management
Pennsylvania
$14.1M -$270K -9,726 -2%
BMM
146
Berkshire Money Management
Massachusetts
$14M -$97.4K -3,510 -0.7%
PPP
147
Private Portfolio Partners
New Jersey
$14M +$845K +30,474 +6%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$13.7M -$58.9K -2,124 -0.4%
SFG
149
SNS Financial Group
Minnesota
$13.7M -$75.9K -2,736 -0.6%
NAS
150
Nicolet Advisory Services
Wisconsin
$13.5M -$434K -15,660 -3%

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.