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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
126
Country Trust Bank
Illinois
$19M +$335K +11,586 +2%
HWA
127
Heartwood Wealth Advisors
Virginia
$19M +$18.1M +625,788 New
CWM
128
Connecticut Wealth Management
Connecticut
$19M -$326K -11,292 -2%
CFB
129
Cullen/Frost Bankers
Texas
$18.7M +$203K +7,044 +1%
W
130
WealthOne
New York
$18.6M +$1.55M +53,802 +10%
SWM
131
Southern Wealth Management
Texas
$18.5M +$17.6M +610,434 New
IAA
132
Independent Advisor Alliance
North Carolina
$18.1M +$17.2M +596,382 New
BFA
133
Beaumont Financial Advisors
Massachusetts
$18M +$236K +8,178 +1%
BWM
134
Benchmark Wealth Management
Connecticut
$18M +$17.1M +591,828 New
TPW
135
TL Private Wealth
Texas
$17.7M +$15.6M +539,286 New
FPIS
136
Financial Planning & Information Services
Wisconsin
$17.7M -$382K -13,218 -2%
BRWA
137
B. Riley Wealth Advisors
Florida
$17.7M +$974K +33,726 +6%
GT
138
Glenmede Trust
Pennsylvania
$17.4M +$521K +18,030 +3%
TWP
139
Total Wealth Planning
Ohio
$17.3M +$11.6K +402 +0.1%
OAJ
140
Ogorek Anthony Joseph
New York
$17.1M -$8.94M -309,636 -36%
JCM
141
Jacobsen Capital Management
Utah
$17M -$937K -32,442 -5%
RFA
142
Radnor Financial Advisors
Pennsylvania
$17M +$16.2M +560,964 New
CWM
143
Capital Wealth Management
Rhode Island
$16.9M -$211K -7,308 -1%
SEIA
144
Signature Estate & Investment Advisors
California
$16.6M -$393K -13,620 -2%
NL
145
NWAM LLC
Washington
$16.5M +$192K +6,636 +1%
TCM
146
TD Capital Management
Tennessee
$16.3M +$80.4K +2,784 +0.5%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$16.1M +$1.07M +36,948 +7%
KFA
148
Kays Financial Advisory
Georgia
$16.1M -$2.42M -83,814 -14%
BCIM
149
Bishop & Co Investment Management
Pennsylvania
$16M +$540K +18,708 +4%
Cerity Partners
150
Cerity Partners
New York
$15.9M +$2.26M +78,312 +18%

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.