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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
KA
301
Kovack Advisors
Florida
$1.79M +$262K +11,418 +18%
CANC
302
Culbertson A N & Co
Virginia
$1.77M +$623K +27,132 +56%
CP
303
Camelot Portfolios
Ohio
$1.77M -$55.2K -2,406 -3%
SCA
304
Snowden Capital Advisors
New York
$1.76M -$632K -27,546 -27%
OIA
305
OneDigital Investment Advisors
Kansas
$1.72M +$743K +32,352 +79%
WT
306
Whittier Trust
California
$1.7M -$373K -16,248 -18%
FUBT
307
First United Bank & Trust
Maryland
$1.69M -$10.6K -462 -0.6%
BTIS
308
BB&T Investment Services
North Carolina
$1.69M +$226K +9,858 +16%
BWM
309
Bernicke Wealth Management
Wisconsin
$1.69M -$64.7K -2,820 -4%
CK
310
Cohen Klingenstein
New York
$1.67M
DPI
311
Diversified Portfolios Inc
Michigan
$1.64M -$187K -8,154 -10%
BWM
312
Brickley Wealth Management
California
$1.64M +$1.61M +69,990 New
CFA
313
Carroll Financial Associates
North Carolina
$1.64M
MHS
314
M Holdings Securities
Oregon
$1.62M +$49.3K +2,148 +3%
SCM
315
SOL Capital Management
Maryland
$1.62M -$96.4K -4,200 -6%
SFPM
316
Sensible Financial Planning & Management
Massachusetts
$1.62M +$573K +24,966 +57%
CCP
317
Corient Capital Partners
California
$1.61M
KF
318
Krilogy Financial
Missouri
$1.56M -$188K -8,172 -11%
GHA
319
GW Henssler & Associates
Georgia
$1.56M +$105K +4,578 +7%
WAM
320
Wolverine Asset Management
Illinois
$1.55M +$413K +18,006 +37%
NDSI
321
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$22.4K -978 -2%
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$1.49M +$1.38K +60 +0.1%
AFP
323
Ausdal Financial Partners
Iowa
$1.49M +$102K +4,422 +7%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$1.48M +$1.02M +44,562 +240%
KeyBank National Association
325
KeyBank National Association
Ohio
$1.46M +$782K +34,056 +122%

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.