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Vanguard Growth ETF

753 hedge funds and large institutions have $27.9B invested in Vanguard Growth ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 296 increasing their positions, 250 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more call options, than puts

Call options by funds: $4.03M | Put options by funds: $467K

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

45.5% more ownership

Funds ownership: 411.27%456.77% (+45%)

21% more capital invested

Capital invested by funds: $23B → $27.9B (+$4.9B)

18% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 250

6% more funds holding in top 10

Funds holding in top 10: 109116 (+7)

3% more funds holding

Funds holding: 732753 (+21)

Holders
753
Holders Change
+21
Holders Change %
+2.87%
% of All Funds
17.22%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
2.65%
New
52
Increased
296
Reduced
250
Closed
27
Calls
$4.03M
Puts
$467K
Net Calls
+$3.56M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.05B +$65.1M +2,486,862 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.03B +$3.02B +115,252,608 +332%
EFS
3
Edelman Financial Services
Virginia
$2.87B -$58.5M -2,235,888 -2%
UBS Group
4
UBS Group
Switzerland
$1.61B +$38.3M +1,463,640 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.43B -$86.8M -3,318,750 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.21B -$43.3M -1,654,554 -4%
Deutsche Bank
7
Deutsche Bank
Germany
$725M -$433K -16,554 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$635M -$16.3M -624,282 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$564M -$7.25M -277,122 -1%
LPL Financial
10
LPL Financial
California
$477M +$22.8M +870,144 +5%
TF
11
TIAA FSB
Florida
$466M +$57M +2,177,916 +14%
Wells Fargo
12
Wells Fargo
California
$415M -$6.41M -245,142 -2%
UCFA
13
United Capital Financial Advisors
Texas
$342M +$4.11M +157,068 +1%
DADC
14
D.A. Davidson & Co
Montana
$335M -$601K -22,980 -0.2%
Ameriprise
15
Ameriprise
Minnesota
$295M +$15.7M +599,064 +6%
AssetMark Inc
16
AssetMark Inc
California
$289M +$9.87M +377,328 +4%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$261M -$93.6M -3,578,598 -27%
SEI Investments
18
SEI Investments
Pennsylvania
$252M -$9.32M -356,136 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$222M +$17.3M +660,306 +9%
Goldman Sachs
20
Goldman Sachs
New York
$215M +$9.18M +350,700 +5%
MFG
21
Merit Financial Group
Georgia
$189M +$9.07M +346,536 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$187M +$6M +229,464 +3%
Vanguard Group
23
Vanguard Group
Pennsylvania
$167M -$202K -7,740 -0.1%
William Blair & Company
24
William Blair & Company
Illinois
$155M +$2.34M +89,334 +2%
Axa
25
Axa
France
$135M +$11.7M +448,800 +10%

VUG Hedge Fund Activity: Q3 2018 in Review

753 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2018, worth a combined $27.9B — up 21% from $23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VUG positions and 27 closed out — a net gain of 25 holders — while 296 added to existing stakes and 250 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.02B. The largest seller was Cornerstone Wealth Management, cutting an estimated $232M.

  • 753 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2018, up from 732 in Q2 2018.
  • Funds reported $27.9B of Vanguard Growth ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 52 funds opened new Vanguard Growth ETF positions in Q3 2018 and 27 closed out, a net change of +25 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $3.02B added.
  • The largest Vanguard Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2018.