Vanguard Morningstar Growth ETF
VUG
723 hedge funds and large institutions have $21B invested in Vanguard Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 284 increasing their positions, 260 reducing their positions, and 39 closing their positions.
49% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 39
43% more call options, than puts
Call options by funds: $3.99M | Put options by funds: $2.79M
15.21% more ownership
Funds ownership: 377.24% → 392.45% (+15%)
7% more capital invested
Capital invested by funds: $19.7B → $21B (+$1.29B)
2% more funds holding
Funds holding: 711 → 723 (+12)
9% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 260
4% less funds holding in top 10
Funds holding in top 10: 114 → 110 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$894M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$659M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$258M |
| 4 |
LPL Financial
San Diego,
California
|
+$114M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$321M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$176M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$123M |
| 4 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$67.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.5M |
VUG Hedge Fund Activity: Q1 2018 in Review
723 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2018, worth a combined $21B — up 6.5% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new VUG positions and 39 closed out — a net gain of 19 holders — while 284 added to existing stakes and 260 trimmed.
The largest buyer was Edelman Financial Services, adding an estimated $894M. The largest seller was Envestnet Asset Management, cutting an estimated $321M.
- 723 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2018, up from 711 in Q4 2017.
- Funds reported $21B of Vanguard Morningstar Growth ETF stock for Q1 2018, up 6.5% quarter-over-quarter.
- 58 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2018 and 39 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2018 was Edelman Financial Services, an estimated $894M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $321M sold.
Based on aggregated 13F filings for Q1 2018.