Vanguard Morningstar Growth ETF
VUG
876 hedge funds and large institutions have $26.1B invested in Vanguard Morningstar Growth ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 304 increasing their positions, 316 reducing their positions, and 47 closing their positions.
372% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $3.65M
115% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 47
16% more capital invested
Capital invested by funds: $22.5B → $26.1B (+$3.66B)
5% more funds holding
Funds holding: 833 → 876 (+43)
4% less repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 316
2% less funds holding in top 10
Funds holding in top 10: 134 → 131 (-3)
7.64% less ownership
Funds ownership: 417% → 409.36% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$341M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$83.7M |
| 3 |
PC
Permanens Capital
New York
|
+$75.7M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$42.7M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$94.6M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$90.7M |
| 3 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
-$72.2M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$70.5M |
| 5 |
AWM
Alterna Wealth Management
Houston,
Texas
|
-$68.4M |
VUG Hedge Fund Activity: Q1 2019 in Review
876 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2019, worth a combined $26.1B — up 16% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new VUG positions and 47 closed out — a net gain of 54 holders — while 304 added to existing stakes and 316 trimmed.
The largest buyer was Bank of America, adding an estimated $341M. The largest seller was AssetMark Inc, cutting an estimated $94.6M.
- 876 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2019, up from 833 in Q4 2018.
- Funds reported $26.1B of Vanguard Morningstar Growth ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 101 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2019 and 47 closed out, a net change of +54 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2019 was Bank of America, an estimated $341M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2019 was AssetMark Inc, an estimated $94.6M sold.
Based on aggregated 13F filings for Q1 2019.