We are live on ! Find out more
VUG icon

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
BSW
351
Buckingham Strategic Wealth
Missouri
$596K +$106K +5,358 +22%
SWM
352
Stockman Wealth Management
Montana
$589K +$573K +29,034 New
HCM
353
Hengehold Capital Management
Ohio
$579K -$592 -30 -0.1%
BFG
354
Beacon Financial Group
Texas
$578K -$123K -6,216 -18%
NSAM
355
North Star Asset Management
Wisconsin
$567K -$8.29K -420 -1%
WEC
356
Winslow Evans & Crocker
Massachusetts
$546K +$181K +9,156 +52%
PWLP
357
Prio Wealth Limited Partnership
Massachusetts
$545K
ACI
358
Alpha Cubed Investments
California
$542K +$161K +8,184 +44%
WCM
359
Windsor Capital Management
Arizona
$534K +$47.9K +2,430 +10%
Millennium Management
360
Millennium Management
New York
$532K -$1.79M -90,936 -78%
FUBT
361
First United Bank & Trust
Maryland
$526K +$512K +25,950 New
BCM
362
Brookstone Capital Management
Illinois
$521K +$87.4K +4,428 +21%
BCP
363
Berkeley Capital Partners
Georgia
$518K -$27.7K -1,404 -5%
BlackRock
364
BlackRock
New York
$518K +$118K +6,000 +31%
WP
365
WMS Partners
Maryland
$517K +$2.96K +150 +0.6%
SVCP
366
Silicon Valley Capital Partners
California
$512K +$199K +10,068 +66%
SWPG
367
Strategic Wealth Partners Group
Illinois
$509K -$24.9K -1,260 -5%
RSA
368
Robertson Stephens Advisors
California
$501K +$618K +31,338 New
CAS
369
Cue Advisory Services
Arizona
$498K +$485K +24,570 New
KWM
370
Kingsview Wealth Management
Oregon
$486K +$473K +23,976 New
HL
371
HeadInvest LLC
Maine
$482K
MA
372
MUFG Americas
New York
$482K +$86.4K +4,380 +23%
NHC
373
Nicholas Hoffman & Company
Georgia
$474K
M&T Bank
374
M&T Bank
New York
$466K -$1.22M -61,914 -73%
NFG
375
Next Financial Group
Texas
$463K -$465K -23,586 -51%

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.