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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
CFS
151
Cannon Financial Strategists
Georgia
$11M +$10.4M +420,474 New
MBTD
152
Mechanics Bank - Trust Department
California
$10.7M -$198K -8,010 -2%
SQA
153
Simon Quick Advisors
New Jersey
$10.5M +$868K +35,154 +10%
VC
154
Vestor Capital
Illinois
$10.4M +$366K +14,826 +4%
SVCP
155
Silicon Valley Capital Partners
California
$10.1M +$320K +12,978 +3%
DC
156
DeDora Capital
California
$9.95M -$137K -5,538 -1%
PP
157
PagnatoKarp Partners
Virginia
$9.85M -$3.34M -135,282 -26%
BHWM
158
Bay Harbor Wealth Management
Maryland
$9.66M +$533K +21,600 +6%
SWM
159
SVA Wealth Management
Wisconsin
$9.61M -$565K -22,902 -6%
JFA
160
Johanson Financial Advisors
California
$9.53M +$218K +8,814 +2%
CA
161
Cetera Advisors
Colorado
$9.48M -$659K -26,706 -7%
PFA
162
Paradigm Financial Advisors
Missouri
$9.38M +$224K +9,078 +3%
CCA
163
Clearwater Capital Advisors
Illinois
$9.35M -$414K -16,758 -4%
CPA
164
Capital Planning Advisors
California
$9.24M -$677K -27,432 -7%
QCM
165
Quest Capital Management
Texas
$9.23M -$410K -16,632 -4%
APSP
166
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.15M -$369K -14,970 -4%
BWM
167
Brickley Wealth Management
California
$9.06M -$128K -5,184 -1%
MA
168
MONECO Advisors
Connecticut
$8.9M +$131K +5,310 +2%
MG
169
Mather Group
Illinois
$8.9M -$107K -4,326 -1%
WAAG
170
Wealth Alliance Advisory Group
Kansas
$8.88M -$166K -6,738 -2%
JP Morgan Chase
171
JP Morgan Chase
New York
$8.87M -$4.89K -198 -0.1%
Comerica Bank
172
Comerica Bank
Texas
$8.87M +$673K +27,258 +9%
VFA
173
Voya Financial Advisors
Connecticut
$8.66M -$208K -8,424 -2%
TW
174
Towerpoint Wealth
California
$8.56M +$955K +38,700 +13%
AI
175
Atria Investments
North Carolina
$8.52M +$2.97M +120,306 +58%

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.