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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
VR
176
Viridian RIA
Washington
$6.68M +$1.47M +56,202 +29%
BCM
177
BTC Capital Management
Iowa
$6.68M +$6.51M +248,730 New
Betterment LLC
178
Betterment LLC
New York
$6.59M +$103K +3,942 +2%
PFA
179
Paradigm Financial Advisors
Missouri
$6.57M +$70K +2,676 +1%
NWS
180
Newport Wealth Strategies
California
$6.44M +$1.03M +39,420 +18%
FTS
181
Fifth Third Securities
Ohio
$6.39M +$6.23M +238,038 New
RIA
182
Regal Investment Advisors
Michigan
$6.32M +$1.91M +72,984 +45%
PA
183
Paracle Advisors
Washington
$6.23M +$45.8K +1,752 +0.8%
LFG
184
LifePlan Financial Group
Ohio
$6.14M -$64.7K -2,472 -1%
OC
185
Oppenheimer & Co
New York
$6.12M +$315K +12,036 +6%
LRIA
186
Leonard Rickey Investment Advisors
Washington
$6.09M +$35.9K +1,374 +0.6%
BA
187
Bristlecone Advisors
Washington
$6.08M +$235K +8,988 +4%
FAIM
188
Financial Advocates Investment Management
Washington
$6M -$157K -6,018 -3%
MFS
189
Monetta Financial Services
Illinois
$5.8M -$4.24M -162,000 -43%
GWM
190
Geneos Wealth Management
Colorado
$5.7M +$281K +10,722 +5%
M&T Bank
191
M&T Bank
New York
$5.63M +$138K +5,274 +3%
FLA
192
Financial Life Advisors
Texas
$5.59M +$54.9K +2,100 +1%
HPC
193
Hobart Private Capital
North Carolina
$5.51M +$307K +11,730 +6%
HB
194
Homrich & Berg
Georgia
$5.47M -$32.7K -1,248 -0.6%
AC
195
Avestar Capital
New York
$5.46M +$514K +19,638 +11%
HCA
196
Harbour Capital Advisors
Virginia
$5.44M +$4.57M +174,492 +439%
MA
197
MCF Advisors
Kentucky
$5.41M -$78.2K -2,988 -1%
C
198
Clearshares
New York
$5.36M -$391K -14,928 -7%
Fiera Capital (Canada)
199
Fiera Capital (Canada)
Quebec, Canada
$5.25M +$177K +6,780 +4%
FHA
200
Flagship Harbor Advisors
Massachusetts
$5.22M +$413K +15,804 +9%

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.