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Vanguard Growth ETF

614 hedge funds and large institutions have $18.2B invested in Vanguard Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 252 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

45.04% more ownership

Funds ownership: 329.22%374.26% (+45%)

33% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 190

21% more capital invested

Capital invested by funds: $15.1B → $18.2B (+$3.15B)

12% more funds holding in top 10

Funds holding in top 10: 8494 (+10)

3% more funds holding

Funds holding: 597614 (+17)

55% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $5.97M

Holders
614
Holders Change
+17
Holders Change %
+2.85%
% of All Funds
15.31%
Holding in Top 10
94
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.9%
% of All Funds
2.34%
New
45
Increased
252
Reduced
190
Closed
24
Calls
$2.68M
Puts
$5.97M
Net Calls
-$3.3M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
351
Signature Financial Management
Virginia
$805K +$207K +9,504 +35%
IP
352
Intellectus Partners
California
$800K
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$791K -$21K -966 -3%
EP
354
Edgestream Partners
New Jersey
$788K -$1.03M -47,256 -57%
MA
355
MUFG Americas
New York
$788K +$115K +5,298 +17%
M&T Bank
356
M&T Bank
New York
$781K +$103K +4,716 +15%
RJT
357
Raymond James Trust
Florida
$766K +$86.7K +3,990 +13%
BAM
358
Belpointe Asset Management
Nevada
$759K +$746K +34,320 New
AF
359
Allworth Financial
California
$751K +$317K +14,592 +75%
MJRIC
360
Mogy Joel R Investment Counsel
California
$750K -$6.52K -300 -0.9%
OWM
361
Orgel Wealth Management
Wisconsin
$742K +$729K +33,516 New
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$734K -$3.13K -144 -0.4%
NFG
363
NewFocus Financial Group
Washington
$730K +$59K +2,712 +9%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$727K
MCM
365
Manchester Capital Management
Vermont
$726K -$327K -15,048 -31%
PL
366
Plancorp LLC
Missouri
$726K
ST
367
Smithfield Trust
Pennsylvania
$723K
CFN
368
Cordasco Financial Network
Florida
$700K
BlackRock
369
BlackRock
New York
$700K +$100K +4,602 +17%
MMA
370
Miracle Mile Advisors
California
$692K -$115K -5,280 -14%
PWLP
371
Prio Wealth Limited Partnership
Massachusetts
$685K +$55.7K +2,562 +9%
Wolverine Trading
372
Wolverine Trading
Illinois
$684K -$222K -10,212 -25%
BDF
373
Balasa Dinverno & Foltz
$680K -$472K -21,732 -41%
CA
374
Cornerstone Advisory
Maryland
$677K -$45.4K -2,088 -6%
MC
375
Moors & Cabot
Massachusetts
$675K -$14.9K -684 -2%

VUG Hedge Fund Activity: Q3 2017 in Review

614 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2017, worth a combined $18.2B — up 21% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VUG positions and 24 closed out — a net gain of 21 holders — while 252 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $1.47B. The largest seller was Fidelity Investments, cutting an estimated $22.5M.

  • 614 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2017, up from 597 in Q2 2017.
  • Funds reported $18.2B of Vanguard Growth ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 45 funds opened new Vanguard Growth ETF positions in Q3 2017 and 24 closed out, a net change of +21 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2017 was Bank of America, an estimated $1.47B added.
  • The largest Vanguard Growth ETF seller in Q3 2017 was Fidelity Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2017.