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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
WAAG
176
Wealth Alliance Advisory Group
Kansas
$9.59M +$49.1K +1,770 +0.5%
TW
177
Towerpoint Wealth
California
$9.58M +$134K +4,830 +1%
APSP
178
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.52M -$75.6K -2,724 -0.8%
CA
179
Cetera Advisors
Colorado
$9.48M -$632K -22,776 -6%
MIAN
180
Mariner Independent Advisor Network
Kansas
$9.47M +$686K +24,708 +8%
Betterment LLC
181
Betterment LLC
New York
$9.41M
SQA
182
Simon Quick Advisors
New Jersey
$9.29M -$151K -5,430 -2%
CWM
183
Cornerstone Wealth Management
Missouri
$9.25M -$198K -7,146 -2%
MG
184
Mather Group
Illinois
$9.24M +$198K +7,134 +2%
WIC
185
Whitegate Investment Counselors
New Hampshire
$9.22M +$193K +6,966 +2%
PFA
186
Paradigm Financial Advisors
Missouri
$9.15M -$807K -29,100 -8%
BCM
187
Brookstone Capital Management
Illinois
$9.12M +$1.26M +45,594 +16%
BTS
188
BB&T Securities
Virginia
$9.08M +$143K +5,142 +2%
CPA
189
Capital Planning Advisors
California
$9.02M -$669K -24,114 -7%
Comerica Bank
190
Comerica Bank
Texas
$9.01M -$102K -3,684 -1%
MA
191
MONECO Advisors
Connecticut
$8.82M -$966K -34,818 -10%
AllianceBernstein
192
AllianceBernstein
Tennessee
$8.78M -$13.8M -497,916 -61%
BWM
193
Brickley Wealth Management
California
$8.72M -$992K -35,766 -10%
NWS
194
Newport Wealth Strategies
California
$8.63M +$138K +4,986 +2%
VFA
195
Voya Financial Advisors
Connecticut
$8.61M -$251K -9,054 -3%
MWC
196
MBM Wealth Consultants
Missouri
$8.48M +$238K +8,586 +3%
CCA
197
Clearwater Capital Advisors
Illinois
$8.31M -$556K -20,040 -6%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$8.26M +$78.7K +2,838 +1%
APC
199
Aspire Private Capital
North Carolina
$8.21M -$77.7K -2,802 -0.9%
SFA
200
Semmax Financial Advisors
North Carolina
$7.96M -$652K -23,490 -8%

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.