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Vanguard Growth ETF

597 hedge funds and large institutions have $15.1B invested in Vanguard Growth ETF in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 167 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.58M

6% more funds holding

Funds holding: 563597 (+34)

3% more capital invested

Capital invested by funds: $14.7B → $15.1B (+$410M)

0% more funds holding in top 10

Funds holding in top 10: 8484 (0)

16.14% less ownership

Funds ownership: 345.36%329.22% (-16%)

Holders
597
Holders Change
+34
Holders Change %
+6.04%
% of All Funds
14.88%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.09%
New
57
Increased
258
Reduced
167
Closed
17
Calls
$3.06M
Puts
$2.58M
Net Calls
+$485K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Stockman Wealth Management
Montana
$1.12M +$497K +23,718 +82%
GA
302
Geneva Advisors
Illinois
$1.12M +$244K +11,670 +28%
BDF
303
Balasa Dinverno & Foltz
$1.11M -$460K -21,972 -30%
SCA
304
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M
EVM
305
Eaton Vance Management
Massachusetts
$1.09M -$62.8K -3,000 -6%
TA
306
Tiedemann Advisors
New York
$1.08M +$259K +12,372 +32%
SPC
307
Sigma Planning Corp
Michigan
$1.07M -$202K -9,642 -16%
CIC
308
Carnegie Investment Counsel
Ohio
$1.06M +$251 +12 +0%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$1.04M -$351K -16,752 -26%
WAM
310
Wolverine Asset Management
Illinois
$1.03M -$109K -5,202 -10%
MCM
311
Manchester Capital Management
Vermont
$1.01M
BF
312
BOK Financial
Oklahoma
$996K +$122K +5,814 +14%
KLI
313
Kelman-Lazarov Inc
Tennessee
$978K -$69.1K -3,300 -7%
SMG
314
Spectrum Management Group
Indiana
$956K
CAS
315
Cue Advisory Services
Arizona
$951K +$426K +20,340 +83%
EAMA
316
EFG Asset Management (Americas)
Florida
$946K +$30.2K +1,440 +3%
MCM
317
McMillion Capital Management
North Carolina
$933K
SFPM
318
Sensible Financial Planning & Management
Massachusetts
$932K
SIA
319
Starfire Investment Advisers
Michigan
$931K -$10.8K -516 -1%
LP
320
LGL Partners
Pennsylvania
$917K +$907K +43,320 New
CFA
321
Cahill Financial Advisors
Minnesota
$916K +$93.8K +4,476 +12%
BJL
322
Brighton Jones LLC
Washington
$916K +$906K +43,272 New
HCA
323
Harbour Capital Advisors
Virginia
$895K
LSA
324
L & S Advisors
California
$890K -$18.9K -900 -2%
SVCP
325
Silicon Valley Capital Partners
California
$884K +$346K +16,518 +65%

VUG Hedge Fund Activity: Q2 2017 in Review

597 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2017, worth a combined $15.1B — up 2.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VUG positions and 17 closed out — a net gain of 40 holders — while 258 added to existing stakes and 167 trimmed.

The largest buyer was LPL Financial, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $397M.

  • 597 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $15.1B of Vanguard Growth ETF stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Vanguard Growth ETF positions in Q2 2017 and 17 closed out, a net change of +40 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $174M added.
  • The largest Vanguard Growth ETF seller in Q2 2017 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2017.