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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
IA
201
IFP Advisors
Florida
$7.74M +$7.8M +281,286 New
MAFM
202
Mid Atlantic Financial Management
Pennsylvania
$7.71M +$1.07M +38,622 +16%
Fiera Capital (Canada)
203
Fiera Capital (Canada)
Quebec, Canada
$7.68M -$1.18M -42,480 -13%
CS
204
Comerica Securities
Michigan
$7.63M -$315K -11,364 -4%
LSPW
205
Lake Street Private Wealth
Illinois
$7.62M -$611K -22,032 -7%
CFS
206
Cannon Financial Strategists
Georgia
$7.58M -$3.53M -127,350 -32%
MCM
207
Manchester Capital Management
Vermont
$7.57M +$6.86M +247,284 +960%
BDF
208
Black Diamond Financial
Maryland
$7.55M +$1.22M +43,800 +19%
EIP
209
Ellis Investment Partners
Pennsylvania
$7.44M +$166K +5,994 +2%
AIA
210
Arcadia Investment Advisors
Idaho
$7.18M -$124K -4,476 -2%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$7.14M -$14.7M -528,246 -67%
FAIM
212
Financial Advocates Investment Management
Washington
$7.09M +$423K +15,252 +6%
Northern Trust
213
Northern Trust
Illinois
$7.03M +$556K +20,046 +9%
OPCM
214
Osborne Partners Capital Management
California
$6.95M -$15.8K -570 -0.2%
OC
215
Oppenheimer & Co
New York
$6.89M +$253K +9,108 +4%
BCM
216
BTC Capital Management
Iowa
$6.85M -$48.9K -1,764 -0.7%
Franklin Resources
217
Franklin Resources
California
$6.7M -$49.6K -1,788 -0.7%
RIA
218
Regal Investment Advisors
Michigan
$6.65M -$55.3K -1,992 -0.8%
TCPWM
219
Traverso Chambers Private Wealth Management
California
$6.64M +$108K +3,882 +2%
GRP
220
Global Retirement Partners
California
$6.49M +$674K +24,276 +12%
FA
221
FDx Advisors
Illinois
$6.46M -$389K -14,010 -6%
TYCC
222
Texas Yale Capital Corp
Florida
$6.45M -$203K -7,314 -3%
LRIA
223
Leonard Rickey Investment Advisors
Washington
$6.45M -$138K -4,986 -2%
HWMG
224
Hurlow Wealth Management Group
Indiana
$6.35M -$103K -3,696 -2%
GWM
225
Geneos Wealth Management
Colorado
$6.33M -$237K -8,550 -4%

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.