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Vanguard Growth ETF

923 hedge funds and large institutions have $28.4B invested in Vanguard Growth ETF in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 293 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $1.58M

150% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 38

19% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 293

9% more capital invested

Capital invested by funds: $26.1B → $28.4B (+$2.35B)

6.78% more ownership

Funds ownership: 409.44%416.22% (+6.8%)

5% more funds holding

Funds holding: 876923 (+47)

3% more funds holding in top 10

Funds holding in top 10: 131135 (+4)

Holders
923
Holders Change
+47
Holders Change %
+5.37%
% of All Funds
20.05%
Holding in Top 10
135
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.05%
% of All Funds
2.93%
New
95
Increased
350
Reduced
293
Closed
38
Calls
$6.31M
Puts
$1.58M
Net Calls
+$4.73M
Net Calls Change
-$8.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.58B +$886M +33,177,852 +16%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.92B -$87.3M -3,267,828 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.78B +$8.94M +334,866 +0.5%
UBS Group
4
UBS Group
Switzerland
$1.78B +$38.1M +1,426,440 +2%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.42B -$17.9M -671,334 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.25B -$30.5M -1,140,636 -2%
Deutsche Bank
7
Deutsche Bank
Germany
$735M -$54.6K -2,046 -0%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$677M -$15.5M -579,618 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$591M +$19.7M +737,592 +4%
TF
10
TIAA FSB
Florida
$529M -$34.1M -1,277,982 -6%
LPL Financial
11
LPL Financial
California
$466M -$7.16M -267,996 -2%
Wells Fargo
12
Wells Fargo
California
$399M -$20M -748,560 -5%
UCFA
13
United Capital Financial Advisors
Texas
$354M +$3M +112,182 +0.9%
DADC
14
D.A. Davidson & Co
Montana
$352M -$2.99M -111,888 -0.9%
Ameriprise
15
Ameriprise
Minnesota
$340M +$45.7M +1,710,654 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$277M +$26.3M +984,660 +11%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$254M -$846K -31,680 -0.3%
SEI Investments
18
SEI Investments
Pennsylvania
$239M +$14.4M +538,110 +7%
MFG
19
Merit Financial Group
Georgia
$205M +$3.14M +117,420 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$198M +$1.29M +48,324 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$198M +$20M +747,888 +11%
Goldman Sachs
22
Goldman Sachs
New York
$195M -$50.2M -1,880,268 -21%
William Blair & Company
23
William Blair & Company
Illinois
$183M +$4.77M +178,452 +3%
AssetMark Inc
24
AssetMark Inc
California
$172M -$7.17M -268,308 -4%
EWA
25
EP Wealth Advisors
California
$134M +$131M +4,907,424 New

VUG Hedge Fund Activity: Q2 2019 in Review

923 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2019, worth a combined $28.4B — up 9% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VUG positions and 38 closed out — a net gain of 57 holders — while 350 added to existing stakes and 293 trimmed.

The largest buyer was Bank of America, adding an estimated $886M. The largest seller was Financial Engines Advisors, cutting an estimated $87.3M.

  • 923 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2019, up from 876 in Q1 2019.
  • Funds reported $28.4B of Vanguard Growth ETF stock for Q2 2019, up 9% quarter-over-quarter.
  • 95 funds opened new Vanguard Growth ETF positions in Q2 2019 and 38 closed out, a net change of +57 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2019 was Bank of America, an estimated $886M added.
  • The largest Vanguard Growth ETF seller in Q2 2019 was Financial Engines Advisors, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2019.