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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.81M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
176
Financial Advocates Investment Management
Washington
$5.75M +$15.2K +618 +0.3%
LRIA
177
Leonard Rickey Investment Advisors
Washington
$5.63M +$143K +5,838 +3%
NWS
178
Newport Wealth Strategies
California
$5.61M -$2.26M -92,280 -29%
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$5.51M -$287K -11,700 -5%
BA
180
Bristlecone Advisors
Washington
$5.43M +$1.28M +52,380 +32%
CF
181
Centaurus Financial
California
$5.41M +$1.15M +46,854 +28%
OC
182
Oppenheimer & Co
New York
$5.4M +$282K +11,490 +6%
C
183
Clearshares
New York
$5.34M -$156K -6,378 -3%
FLA
184
Financial Life Advisors
Texas
$5.15M -$377K -15,354 -7%
HB
185
Homrich & Berg
Georgia
$5.12M -$74.9K -3,054 -1%
MA
186
MCF Advisors
Kentucky
$5.11M -$11.5K -468 -0.2%
M&T Bank
187
M&T Bank
New York
$5.11M -$66.8K -2,724 -1%
GWM
188
Geneos Wealth Management
Colorado
$5.04M +$247K +10,074 +5%
CTC
189
Central Trust Company
Missouri
$5.02M +$27.8K +1,134 +0.6%
HPC
190
Hobart Private Capital
North Carolina
$4.84M +$861K +35,112 +22%
VR
191
Viridian RIA
Washington
$4.84M -$70.2K -2,862 -1%
CAL
192
Capital Advisors Ltd
Ohio
$4.8M -$47.5K -1,938 -1%
Fiera Capital (Canada)
193
Fiera Capital (Canada)
Quebec, Canada
$4.71M -$337K -13,746 -7%
JFG
194
JMG Financial Group
Illinois
$4.67M +$72.8K +2,970 +2%
B
195
Bridgeworth
Alabama
$4.66M -$258K -10,512 -5%
AC
196
Avestar Capital
New York
$4.59M -$361K -14,736 -7%
FHA
197
Flagship Harbor Advisors
Massachusetts
$4.45M +$279K +11,376 +7%
FAG
198
Financial Advisory Group
Texas
$4.43M -$297K -12,114 -6%
SI
199
Stephens Inc
Arkansas
$4.43M +$159K +6,486 +4%
HCC
200
Hirtle Callaghan & Co
Pennsylvania
$4.41M +$1.04M +42,276 +31%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.