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Vanguard Growth ETF

1,108 hedge funds and large institutions have $31.6B invested in Vanguard Growth ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 384 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 137166 (+29)

18% more funds holding

Funds holding: 9371,108 (+171)

16.25% more ownership

Funds ownership: 414.81%431.06% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 332

9% more capital invested

Capital invested by funds: $28.9B → $31.6B (+$2.74B)

21% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.5M

Holders
1,108
Holders Change
+171
Holders Change %
+18.25%
% of All Funds
21.83%
Holding in Top 10
166
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+21.17%
% of All Funds
3.27%
New
212
Increased
384
Reduced
332
Closed
30
Calls
$15.4M
Puts
$19.5M
Net Calls
-$4.03M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.42B +$58M +2,009,358 +0.8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$3.01B -$93M -3,218,946 -3%
UBS Group
3
UBS Group
Switzerland
$2.03B +$15.3M +528,324 +0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2B +$21.4M +740,124 +1%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.55B -$12.8M -442,002 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$1.36B -$3.16M -109,422 -0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$726M -$12.1M -419,574 -2%
TF
8
TIAA FSB
Florida
$574M -$5.53M -191,610 -1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$572M -$4.35M -150,804 -0.8%
LPL Financial
10
LPL Financial
California
$549M +$15.7M +542,904 +3%
Wells Fargo
11
Wells Fargo
California
$450M +$14.2M +492,876 +3%
Ameriprise
12
Ameriprise
Minnesota
$391M +$11.4M +393,354 +3%
DADC
13
D.A. Davidson & Co
Montana
$386M +$517K +17,886 +0.1%
UCFA
14
United Capital Financial Advisors
Texas
$385M -$3.64M -126,096 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$325M +$3.9M +134,934 +1%
SEI Investments
16
SEI Investments
Pennsylvania
$291M +$7.83M +270,984 +3%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$279M -$3.12M -108,210 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$273M +$7.06M +244,482 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$227M +$1.08M +37,254 +0.5%
William Blair & Company
20
William Blair & Company
Illinois
$221M +$11.7M +404,568 +6%
MFG
21
Merit Financial Group
Georgia
$219M +$8.92M +308,988 +4%
Goldman Sachs
22
Goldman Sachs
New York
$215M +$1.93M +66,906 +1%
EWA
23
EP Wealth Advisors
California
$165M +$9.29M +321,582 +6%
AssetMark Inc
24
AssetMark Inc
California
$158M +$5.86M +202,896 +4%
CIAS
25
CBIZ Investment Advisory Services
Ohio
$151M

VUG Hedge Fund Activity: Q4 2019 in Review

1,108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2019, worth a combined $31.6B — up 9.5% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new VUG positions and 30 closed out — a net gain of 182 holders — while 384 added to existing stakes and 332 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.88B. The largest seller was Deutsche Bank, cutting an estimated $780M.

  • 1,108 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2019, up from 937 in Q3 2019.
  • Funds reported $31.6B of Vanguard Growth ETF stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 212 funds opened new Vanguard Growth ETF positions in Q4 2019 and 30 closed out, a net change of +182 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.88B added.
  • The largest Vanguard Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $780M sold.

Based on aggregated 13F filings for Q4 2019.