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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
CWM
201
Cornerstone Wealth Management
Missouri
$9.93M -$190K -6,582 -2%
MG
202
Mather Group
Illinois
$9.93M -$182K -6,312 -2%
CPA
203
Capital Planning Advisors
California
$9.67M -$200K -6,918 -2%
KCM
204
Kathmere Capital Management
Pennsylvania
$9.63M +$9.16M +317,154 New
NWS
205
Newport Wealth Strategies
California
$9.6M +$14.7K +510 +0.2%
SIAS
206
Shine Investment Advisory Services
Colorado
$9.48M -$2.53M -87,774 -22%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$9.28M +$1.39M +48,192 +19%
SQA
208
Simon Quick Advisors
New Jersey
$9.19M -$943K -32,646 -10%
MWC
209
MBM Wealth Consultants
Missouri
$9.07M -$211K -7,290 -2%
EIP
210
Ellis Investment Partners
Pennsylvania
$9.01M +$614K +21,264 +8%
MA
211
MONECO Advisors
Connecticut
$8.96M -$1.1M -37,944 -12%
CWM
212
Chicago Wealth Management
Illinois
$8.96M +$8.52M +294,996 New
JWCA
213
J.W. Cole Advisors
Florida
$8.93M +$8.49M +294,084 New
VFA
214
Voya Financial Advisors
Connecticut
$8.9M -$545K -18,864 -6%
APC
215
Aspire Private Capital
North Carolina
$8.88M -$106K -3,666 -1%
FAIM
216
Financial Advocates Investment Management
Washington
$8.62M +$808K +27,978 +11%
LSPW
217
Lake Street Private Wealth
Illinois
$8.56M +$209K +7,236 +3%
OC
218
Oppenheimer & Co
New York
$8.48M +$891K +30,846 +12%
CS
219
Comerica Securities
Michigan
$8.46M +$101K +3,486 +1%
Fiera Capital (Canada)
220
Fiera Capital (Canada)
Quebec, Canada
$8.42M
CFS
221
Cannon Financial Strategists
Georgia
$8.41M +$103K +3,552 +1%
MCM
222
Manchester Capital Management
Vermont
$8.23M -$58.9K -2,040 -0.7%
CCA
223
Clearwater Capital Advisors
Illinois
$8.16M -$898K -31,080 -10%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$7.99M +$4.19M +145,080 +123%
SFA
225
Semmax Financial Advisors
North Carolina
$7.95M -$739K -25,590 -9%

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.