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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
HWMG
201
Hurlow Wealth Management Group
Indiana
$6.34M -$63.5K -2,574 -1%
MAFM
202
Mid Atlantic Financial Management
Pennsylvania
$6.33M +$126K +5,106 +2%
RIA
203
Regal Investment Advisors
Michigan
$6.29M -$210K -8,502 -3%
GWM
204
Geneos Wealth Management
Colorado
$6.13M -$5.13M -207,696 -47%
TC
205
Truvestments Capital
Florida
$6.13M +$5.8M +235,080 New
FSA
206
Financial Services Advisory
Maryland
$6.11M +$5.79M +234,456 New
BDF
207
Black Diamond Financial
Maryland
$6.01M -$728K -29,508 -11%
TCPWM
208
Traverso Chambers Private Wealth Management
California
$6M +$330K +13,386 +6%
FAIM
209
Financial Advocates Investment Management
Washington
$5.99M +$474K +19,212 +9%
SAMC
210
Spectrum Asset Management (California)
California
$5.88M +$110K +4,440 +2%
LRIA
211
Leonard Rickey Investment Advisors
Washington
$5.87M -$5.78K -234 -0.1%
Northern Trust
212
Northern Trust
Illinois
$5.8M +$1.04M +42,240 +23%
BC
213
Burney Company
Virginia
$5.7M -$1.02M -41,196 -16%
BA
214
Bristlecone Advisors
Washington
$5.64M +$215K +8,718 +4%
LFG
215
LifePlan Financial Group
Ohio
$5.53M -$252K -10,230 -5%
GRP
216
Global Retirement Partners
California
$5.51M -$33.3K -1,350 -0.6%
HPC
217
Hobart Private Capital
North Carolina
$5.36M +$7.7K +312 +0.2%
PA
218
Paracle Advisors
Washington
$5.33M -$307K -12,432 -6%
FHA
219
Flagship Harbor Advisors
Massachusetts
$5.21M -$6.66K -270 -0.1%
CAL
220
Capital Advisors Ltd
Ohio
$5.21M
BCM
221
Brookstone Capital Management
Illinois
$5.08M +$1.08M +43,572 +29%
HR
222
Hardy Reed
Mississippi
$5.08M -$227K -9,210 -5%
MFG
223
Magnus Financial Group
New York
$5.04M +$53K +2,148 +1%
TFA
224
TPG Financial Advisors
Oregon
$5.03M +$23.1K +936 +0.5%
LBD
225
Landsberg Bennett & Dubbaneh
Florida
$4.95M +$1.08M +43,632 +31%

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.