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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
SFM
151
Signet Financial Management
New Jersey
$13.1M -$559K -20,136 -4%
CWM
152
Cranbrook Wealth Management
Michigan
$12.9M -$714K -25,752 -5%
CAN
153
Cetera Advisor Networks
California
$12.6M +$297K +10,692 +2%
Cerity Partners
154
Cerity Partners
New York
$12.4M -$5.47M -197,076 -31%
AAP
155
Arax Advisory Partners
Colorado
$12.4M +$230K +8,280 +2%
SAM
156
Silvercrest Asset Management
New York
$12.1M -$242K -8,730 -2%
BHWM
157
Bay Harbor Wealth Management
Maryland
$11.9M +$467K +16,848 +4%
SVCP
158
Silicon Valley Capital Partners
California
$11.6M +$349K +12,582 +3%
SIAS
159
Shine Investment Advisory Services
Colorado
$11.1M -$1.45M -52,134 -12%
NP
160
NorthRock Partners
Minnesota
$11.1M +$11.1M +399,126 New
SPIA
161
Steward Partners Investment Advisory
New York
$10.9M +$1.18M +42,444 +12%
MBTD
162
Mechanics Bank - Trust Department
California
$10.9M -$64.1K -2,310 -0.6%
WPW
163
Waldron Private Wealth
Pennsylvania
$10.9M +$670K +24,156 +7%
ACS
164
Archford Capital Strategies
Illinois
$10.8M -$1.12M -40,332 -9%
PP
165
PagnatoKarp Partners
Virginia
$10.8M -$15.1K -546 -0.1%
DC
166
DeDora Capital
California
$10.7M -$82.4K -2,970 -0.8%
PA
167
Planning Alternatives
Michigan
$10.6M -$725K -26,124 -6%
VR
168
Viridian RIA
Washington
$10.3M +$726K +26,166 +8%
JFA
169
Johanson Financial Advisors
California
$10.1M +$225K +8,118 +2%
SWM
170
SVA Wealth Management
Wisconsin
$10M -$148K -5,328 -1%
BFPW
171
BOK Financial Private Wealth
Colorado
$9.88M +$6.56M +236,622 +197%
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
$9.86M +$1.97M +71,100 +25%
QCM
173
Quest Capital Management
Texas
$9.8M -$50.6K -1,824 -0.5%
IWC
174
Integrated Wealth Concepts
Massachusetts
$9.68M +$135K +4,848 +1%
SFI
175
SPC Financial Inc
Maryland
$9.66M +$9.67M +348,660 New

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.