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Vanguard Growth ETF

732 hedge funds and large institutions have $23B invested in Vanguard Growth ETF in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

18.79% more ownership

Funds ownership: 392.48%411.27% (+19%)

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

9% more capital invested

Capital invested by funds: $21B → $23B (+$1.97B)

1% more funds holding

Funds holding: 724732 (+8)

1% less funds holding in top 10

Funds holding in top 10: 110109 (-1)

Holders
732
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
16.76%
Holding in Top 10
109
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.91%
% of All Funds
2.5%
New
52
Increased
293
Reduced
251
Closed
36
Calls
$4.89M
Puts
$2.81M
Net Calls
+$2.09M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.63B +$113M +4,608,288 +3%
EFS
2
Edelman Financial Services
Virginia
$2.73B +$26.5M +1,079,514 +1%
UBS Group
3
UBS Group
Switzerland
$1.46B +$31.2M +1,273,626 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.41B +$87.8M +3,581,400 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.17B +$25.4M +1,036,980 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$868M +$299M +12,174,108 +54%
Deutsche Bank
7
Deutsche Bank
Germany
$675M -$719K -29,340 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$605M -$5.56M -226,932 -0.9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$532M -$242K -9,882 -0%
LPL Financial
10
LPL Financial
California
$422M +$6.57M +268,032 +2%
Wells Fargo
11
Wells Fargo
California
$392M +$10.7M +434,532 +3%
TF
12
TIAA FSB
Florida
$379M +$44.1M +1,797,174 +13%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$332M +$8.25M +336,420 +3%
UCFA
14
United Capital Financial Advisors
Texas
$314M +$6.75M +275,100 +2%
DADC
15
D.A. Davidson & Co
Montana
$312M +$3.89M +158,562 +1%
AssetMark Inc
16
AssetMark Inc
California
$260M +$1.46M +59,364 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$259M +$23.6M +961,242 +10%
SEI Investments
18
SEI Investments
Pennsylvania
$243M +$4.01M +163,692 +2%
Goldman Sachs
19
Goldman Sachs
New York
$191M +$7.12M +290,418 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$190M +$26.4M +1,077,930 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$168M +$326K +13,296 +0.2%
MFG
22
Merit Financial Group
Georgia
$168M +$12.3M +502,038 +8%
Vanguard Group
23
Vanguard Group
Pennsylvania
$155M +$354K +14,430 +0.2%
William Blair & Company
24
William Blair & Company
Illinois
$142M +$4.01M +163,560 +3%
IAS
25
INR Advisory Services
Pennsylvania
$130M -$974K -39,738 -0.8%

VUG Hedge Fund Activity: Q2 2018 in Review

732 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2018, worth a combined $23B — up 9.4% 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 251 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $1.24B. The largest seller was Horizon Investments, exiting entirely with an estimated $84M sold.

  • 732 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2018, up from 724 in Q1 2018.
  • Funds reported $23B of Vanguard Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q2 2018 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1.24B added.
  • The largest Vanguard Growth ETF seller in Q2 2018 was Horizon Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2018.