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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
GG
176
Gleason Group
Kentucky
$12.1M +$11.5M +398,700 New
SS
177
Simplicity Solutions
Minnesota
$12.1M +$7.04M +243,624 +159%
PP
178
PagnatoKarp Partners
Virginia
$12M +$162K +5,610 +1%
MBTD
179
Mechanics Bank - Trust Department
California
$11.6M -$307K -10,620 -3%
IWC
180
Integrated Wealth Concepts
Massachusetts
$11.5M +$864K +29,928 +9%
DC
181
DeDora Capital
California
$11.5M -$173K -5,976 -2%
BCM
182
Brookstone Capital Management
Illinois
$11.4M +$1.35M +46,626 +14%
MPW
183
MA Private Wealth
California
$11.2M -$4.16M -144,096 -28%
APSP
184
Asset Planning Services (Pennsylvania)
Pennsylvania
$11M -$302K -10,446 -3%
SFI
185
SPC Financial Inc
Maryland
$10.9M +$315K +10,920 +3%
TW
186
Towerpoint Wealth
California
$10.9M +$395K +13,680 +4%
SWM
187
SVA Wealth Management
Wisconsin
$10.9M -$81.8K -2,832 -0.8%
PA
188
Planning Alternatives
Michigan
$10.8M -$771K -26,706 -7%
QCM
189
Quest Capital Management
Texas
$10.6M -$93.4K -3,234 -0.9%
Comerica Bank
190
Comerica Bank
Texas
$10.5M +$309K +10,704 +3%
WIC
191
Whitegate Investment Counselors
New Hampshire
$10.5M +$348K +12,036 +4%
BWM
192
Brickley Wealth Management
California
$10.5M +$868K +30,060 +10%
RPWA
193
Regent Peak Wealth Advisors
Georgia
$10.4M +$9.89M +342,618 New
AllianceBernstein
194
AllianceBernstein
Tennessee
$10.4M +$736K +25,488 +8%
WAAG
195
Wealth Alliance Advisory Group
Kansas
$10.4M -$44.9K -1,554 -0.5%
PFA
196
Paradigm Financial Advisors
Missouri
$10.3M +$263K +9,096 +3%
MIAN
197
Mariner Independent Advisor Network
Kansas
$10.2M -$228K -7,908 -2%
CA
198
Cetera Advisors
Colorado
$10.1M -$259K -8,964 -3%
ACS
199
Archford Capital Strategies
Illinois
$10.1M -$1.68M -58,236 -15%
NEWAS
200
N.E.W. Advisory Services
Wisconsin
$9.94M +$9.46M +327,642 New

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.