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Vanguard Growth ETF

711 hedge funds and large institutions have $19.7B invested in Vanguard Growth ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 241 increasing their positions, 234 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 24

32% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $1.91M

21% more funds holding in top 10

Funds holding in top 10: 94114 (+20)

16% more funds holding

Funds holding: 614711 (+97)

8% more capital invested

Capital invested by funds: $18.2B → $19.7B (+$1.5B)

2.98% more ownership

Funds ownership: 374.26%377.24% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 234

Holders
711
Holders Change
+97
Holders Change %
+15.8%
% of All Funds
16.13%
Holding in Top 10
114
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.28%
% of All Funds
2.59%
New
126
Increased
241
Reduced
234
Closed
24
Calls
$2.53M
Puts
$1.91M
Net Calls
+$619K
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Freedom Investment Management
Connecticut
$3.19M -$136K -5,904 -4%
DCM
227
Donaldson Capital Management
Indiana
$3.17M +$435K +18,930 +16%
CL
228
Cabana LLC
Arkansas
$3.15M +$3.08M +134,316 New
SHCM
229
Stokes & Hubbell Capital Management
Louisiana
$3.09M +$727K +31,680 +32%
AWM
230
Altium Wealth Management
New York
$3.06M +$3M +130,632 New
EWA
231
Exencial Wealth Advisors
Oklahoma
$3.06M -$177K -7,704 -6%
SVCP
232
Silicon Valley Capital Partners
California
$3.03M +$1.59M +69,324 +116%
GA
233
GFS Advisors
Texas
$3.01M -$236K -10,260 -7%
WP
234
WealthSource Partners
California
$2.95M -$563K -24,546 -16%
Northern Trust
235
Northern Trust
Illinois
$2.93M -$123K -5,352 -4%
CCWA
236
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M -$78.8K -3,432 -3%
SSI
237
Scott & Selber Inc
Texas
$2.85M +$7.02K +306 +0.3%
AAM
238
Aureus Asset Management
Massachusetts
$2.84M
HCM
239
Hollencrest Capital Management
California
$2.79M +$9.09K +396 +0.3%
HCIA
240
Hochman Cole Investment Advisors
Illinois
$2.75M -$518K -22,554 -16%
ZB
241
Zions Bancorporation
Utah
$2.73M -$570K -24,822 -18%
JIC
242
Johnson Investment Counsel
Ohio
$2.69M -$125K -5,448 -5%
AF
243
Advisornet Financial
Minnesota
$2.67M +$2.62M +114,126 New
NB
244
Nicolet Bankshares
Wisconsin
$2.63M -$16.8K -732 -0.6%
FAAS
245
First Allied Advisory Services
California
$2.59M -$67.8K -2,952 -3%
SWP
246
Stratos Wealth Partners
Ohio
$2.56M -$498K -21,696 -17%
GP
247
Girard Partners
Pennsylvania
$2.54M -$4.63M -201,498 -65%
FC
248
Forte Capital
New York
$2.51M +$87.2K +3,798 +4%
LIM
249
Leavell Investment Management
Alabama
$2.51M -$83.3K -3,630 -3%
THWM
250
Taylor Hoffman Wealth Management
Virginia
$2.51M +$2.45M +106,950 New

VUG Hedge Fund Activity: Q4 2017 in Review

711 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2017, worth a combined $19.7B — up 8.2% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VUG positions and 24 closed out — a net gain of 102 holders — while 241 added to existing stakes and 234 trimmed.

The largest buyer was LPL Financial, adding an estimated $76.2M. The largest seller was Envestnet Asset Management, cutting an estimated $107M.

  • 711 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2017, up from 614 in Q3 2017.
  • Funds reported $19.7B of Vanguard Growth ETF stock for Q4 2017, up 8.2% quarter-over-quarter.
  • 126 funds opened new Vanguard Growth ETF positions in Q4 2017 and 24 closed out, a net change of +102 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $76.2M added.
  • The largest Vanguard Growth ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2017.