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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
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$2.5M
ADL
252
Asset Dedication LLC
California
$2.5M +$8.68K +378 +0.4%
UBV
253
United Bank (Virginia)
Virginia
$2.46M
IC
254
Intersect Capital
California
$2.44M +$39K +1,698 +2%
CPA
255
Clear Perspective Advisors
Illinois
$2.43M +$160K +6,990 +7%
CA
256
Clearstead Advisors
Ohio
$2.39M -$40.1K -1,746 -2%
PMFA
257
Plante Moran Financial Advisors
Michigan
$2.39M -$292K -12,714 -11%
TVWM
258
Tower View Wealth Management
Wisconsin
$2.37M +$2.32M +101,256 New
LRPA
259
L. Roy Papp & Associates
Arizona
$2.37M +$2.32M +101,274 New
SRC
260
Shufro Rose & Co
New York
$2.37M +$158K +6,900 +7%
GAM
261
Gemmer Asset Management
California
$2.34M -$61.4K -2,676 -3%
TW
262
Towerpoint Wealth
California
$2.34M +$2.29M +99,642 New
EHC
263
Everett Harris & Co
California
$2.29M +$37.2K +1,620 +2%
EAM
264
Evanson Asset Management
California
$2.29M +$964 +42 +0%
SWP
265
Strategic Wealth Partners
Ohio
$2.27M +$2.27M +99,078 New
MAS
266
Managed Account Services
Florida
$2.26M +$75.5K +3,288 +4%
CB
267
Commerce Bank
Missouri
$2.26M -$765K -33,312 -26%
SF
268
Synovus Financial
Georgia
$2.25M -$27.4K -1,194 -1%
CFD
269
Creative Financial Designs
Indiana
$2.25M -$380K -16,572 -15%
ASN
270
Advisory Services Network
Georgia
$2.19M +$129K +5,640 +6%
RFC
271
Regions Financial Corp
Alabama
$2.17M -$3.99K -174 -0.2%
AWM
272
Aries Wealth Management
Maine
$2.17M +$2M +87,210 New
CS
273
Credit Suisse
Switzerland
$2.14M -$6.47M -282,018 -76%
Citadel Advisors
274
Citadel Advisors
Florida
$2.13M +$1.71M +74,448 +449%
RWMH
275
Riverpoint Wealth Management Holdings
Illinois
$2.11M -$136K -5,904 -6%

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.