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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
WIC
176
Whitegate Investment Counselors
New Hampshire
$8.48M -$126K -5,124 -2%
WPW
177
Waldron Private Wealth
Pennsylvania
$8.48M +$1.4M +56,898 +21%
MIAN
178
Mariner Independent Advisor Network
Kansas
$8.38M -$14.4K -582 -0.2%
BTS
179
BB&T Securities
Virginia
$8.37M -$3.55K -144 -0%
AllianceBernstein
180
AllianceBernstein
Tennessee
$8.35M +$611K +24,768 +8%
Fiera Capital (Canada)
181
Fiera Capital (Canada)
Quebec, Canada
$8.33M +$281K +11,400 +4%
Betterment LLC
182
Betterment LLC
New York
$8.24M +$960K +38,904 +14%
GIA
183
Gladstone Institutional Advisory
Florida
$8.1M -$558K -22,626 -7%
LSPW
184
Lake Street Private Wealth
Illinois
$7.74M +$7.32M +296,766 New
FA
185
FDx Advisors
Illinois
$7.73M +$118K +4,764 +2%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$7.69M +$89.7K +3,636 +1%
MWC
187
MBM Wealth Consultants
Missouri
$7.64M +$103K +4,164 +1%
SFA
188
Semmax Financial Advisors
North Carolina
$7.64M +$2.37K +96 +0%
VR
189
Viridian RIA
Washington
$7.6M +$413K +16,728 +6%
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$7.59M -$15.9M -643,800 -69%
APC
191
Aspire Private Capital
North Carolina
$7.54M +$515K +20,850 +8%
CS
192
Comerica Securities
Michigan
$7.44M +$122K +4,938 +2%
NWS
193
Newport Wealth Strategies
California
$7.38M +$1.07M +43,158 +18%
FIMS
194
FBL Investment Management Services
Iowa
$7.25M +$7.33M +297,000 New
OPCM
195
Osborne Partners Capital Management
California
$7.01M -$82.8K -3,354 -1%
EIP
196
Ellis Investment Partners
Pennsylvania
$6.95M +$58.2K +2,358 +0.9%
CWM
197
Cornerstone Wealth Management
Missouri
$6.79M +$265K +10,746 +3%
Mirae Asset Global Investments
198
Mirae Asset Global Investments
South Korea
$6.77M +$607K +24,600 +10%
BCM
199
BTC Capital Management
Iowa
$6.7M +$157K +6,360 +3%
OC
200
Oppenheimer & Co
New York
$6.56M +$669K +27,108 +12%

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.