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Vanguard Growth ETF

563 hedge funds and large institutions have $14.7B invested in Vanguard Growth ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

58% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.74M

57% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 149

10% more capital invested

Capital invested by funds: $13.3B → $14.7B (+$1.32B)

8% more funds holding

Funds holding: 520563 (+43)

6% more funds holding in top 10

Funds holding in top 10: 7984 (+5)

3.63% less ownership

Funds ownership: 348.99%345.36% (-3.6%)

Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.02%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
78
Increased
234
Reduced
149
Closed
31
Calls
$2.76M
Puts
$1.74M
Net Calls
+$1.02M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
301
Asset Management Group
Connecticut
$843K -$24.6K -1,248 -3%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$836K -$126K -6,378 -13%
BF
303
BOK Financial
Oklahoma
$836K +$111K +5,622 +16%
GA
304
Geneva Advisors
Illinois
$832K -$64.6K -3,276 -7%
WA
305
Wealth Architects
California
$832K
WTB
306
Washington Trust Bank
Washington
$817K +$10.8K +546 +1%
IWM
307
IHT Wealth Management
Illinois
$797K +$34.7K +1,758 +5%
MWM
308
Meridian Wealth Management
Kentucky
$796K +$433K +21,954 +127%
DY
309
Dowling & Yahnke
California
$795K
MIM
310
Marco Investment Management
Georgia
$791K
CFA
311
Cahill Financial Advisors
Minnesota
$787K +$271K +13,722 +55%
TA
312
Tiedemann Advisors
New York
$786K
SCM
313
Snow Capital Management
Pennsylvania
$772K
DWM
314
Doyle Wealth Management
Florida
$765K +$745K +37,746 New
AFG
315
Albion Financial Group
Utah
$757K -$238K -12,072 -24%
BP
316
Ballentine Partners
Massachusetts
$753K +$210K +10,650 +40%
HB
317
Homrich & Berg
Georgia
$752K -$112K -5,694 -13%
AWM
318
Avior Wealth Management
Nebraska
$744K -$43.9K -2,226 -6%
CANC
319
Culbertson A N & Co
Virginia
$737K +$302K +15,300 +73%
SFM
320
Signature Financial Management
Virginia
$735K
NFG
321
NewFocus Financial Group
Washington
$734K +$87.6K +4,440 +14%
GRP
322
Global Retirement Partners
California
$733K -$1.85M -93,732 -72%
IP
323
Intellectus Partners
California
$733K
FMWA
324
Forvis Mazars Wealth Advisors
Missouri
$730K -$129K -6,528 -15%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$717K +$575K +29,124 +468%

VUG Hedge Fund Activity: Q1 2017 in Review

563 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2017, worth a combined $14.7B — up 9.9% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VUG positions and 31 closed out — a net gain of 47 holders — while 234 added to existing stakes and 149 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $437M.

  • 563 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2017, up from 520 in Q4 2016.
  • Funds reported $14.7B of Vanguard Growth ETF stock for Q1 2017, up 9.9% quarter-over-quarter.
  • 78 funds opened new Vanguard Growth ETF positions in Q1 2017 and 31 closed out, a net change of +47 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2017 was UBS Group, an estimated $163M added.
  • The largest Vanguard Growth ETF seller in Q1 2017 was Bank of America, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2017.