Vanguard Morningstar Growth ETF
VUG
730 hedge funds and large institutions have $23B invested in Vanguard Morningstar Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 249 reducing their positions, and 36 closing their positions.
74% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $2.81M
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
18% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 249
9% more capital invested
Capital invested by funds: $21B → $23B (+$1.92B)
1% more funds holding
Funds holding: 723 → 730 (+7)
1% less funds holding in top 10
Funds holding in top 10: 110 → 109 (-1)
2.79% less ownership
Funds ownership: 392.45% → 389.66% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$299M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$87.8M |
| 4 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$67.1M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$84M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$34.5M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$22.1M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
-$19.2M |
| 5 |
Axa
Paris,
France
|
-$11.8M |
VUG Hedge Fund Activity: Q2 2018 in Review
730 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.2% from $21B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VUG positions and 36 closed out — a net gain of 16 holders — while 293 added to existing stakes and 249 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $299M. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.
- 730 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2018, up from 723 in Q1 2018.
- Funds reported $23B of Vanguard Morningstar Growth ETF stock for Q2 2018, up 9.2% quarter-over-quarter.
- 52 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $299M added.
- The largest Vanguard Morningstar Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.
Based on aggregated 13F filings for Q2 2018.