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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
VC
151
Vestor Capital
Illinois
$9.93M -$80.1K -3,060 -0.8%
AWM
152
AE Wealth Management
Kansas
$9.81M +$1.18M +45,276 +14%
VFA
153
Voya Financial Advisors
Connecticut
$9.64M -$189K -7,218 -2%
JFA
154
Johanson Financial Advisors
California
$9.49M +$141K +5,406 +2%
APSP
155
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.22M -$323K -12,360 -3%
AllianceBernstein
156
AllianceBernstein
Tennessee
$9.17M +$69.5K +2,658 +0.8%
Comerica Bank
157
Comerica Bank
Texas
$9.08M +$1.31M +50,202 +16%
Two Sigma Advisers
158
Two Sigma Advisers
New York
$8.92M +$4.19M +160,200 +93%
WIC
159
Whitegate Investment Counselors
New Hampshire
$8.79M -$62.8K -2,400 -0.7%
HCC
160
Hirtle Callaghan & Co
Pennsylvania
$8.77M +$3.93M +150,066 +85%
TW
161
Towerpoint Wealth
California
$8.74M +$1.89M +72,390 +29%
AIA
162
Arcadia Investment Advisors
Idaho
$8.46M +$124K +4,728 +2%
CS
163
Comerica Securities
Michigan
$8.3M +$1.31M +50,106 +19%
JP Morgan Chase
164
JP Morgan Chase
New York
$8.24M +$1.89M +72,198 +31%
WAAG
165
Wealth Alliance Advisory Group
Kansas
$8.09M +$219K +8,382 +3%
BTS
166
BB&T Securities
Virginia
$8.07M +$1.82M +69,708 +30%
CFGS
167
Concourse Financial Group Securities
Alabama
$7.71M +$7.5M +286,512 New
RWP
168
RWA Wealth Partners
Massachusetts
$7.66M +$4.41M +168,390 +144%
GT
169
Glenmede Trust
Pennsylvania
$7.55M +$7.36M +281,490 New
SAMC
170
Spectrum Asset Management (California)
California
$7.46M -$46.3K -1,770 -0.6%
BC
171
Burney Company
Virginia
$7.41M -$1.02M -38,946 -12%
FIMS
172
FBL Investment Management Services
Iowa
$7.25M +$7.77M +297,000 New
OPCM
173
Osborne Partners Capital Management
California
$7.23M -$16.2K -618 -0.2%
TC
174
Truvestments Capital
Florida
$6.95M -$301K -11,496 -4%
TYCC
175
Texas Yale Capital Corp
Florida
$6.82M +$98.4K +3,762 +2%

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.