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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
LSA
351
L & S Advisors
California
$1.15M +$285K +12,426 +34%
TA
352
Tiedemann Advisors
New York
$1.15M -$246K -10,716 -18%
WI
353
WrapManager Inc
California
$1.15M -$9.37K -408 -0.8%
BAM
354
Belpointe Asset Management
Nevada
$1.13M +$322K +14,022 +41%
KLI
355
Kelman-Lazarov Inc
Tennessee
$1.12M +$78.1K +3,402 +8%
MSA
356
Marino Stram & Associates
Massachusetts
$1.1M +$1.08M +46,980 New
HTC
357
Haverford Trust Company
Pennsylvania
$1.07M +$616K +26,844 +144%
SWM
358
Stockman Wealth Management
Montana
$1.06M -$94.3K -4,110 -8%
EVM
359
Eaton Vance Management
Massachusetts
$1.06M -$131K -5,712 -11%
SMG
360
Spectrum Management Group
Indiana
$1.06M
SBH
361
Segall Bryant & Hamill
Illinois
$1.02M -$457K -19,920 -31%
MCM
362
McMillion Capital Management
North Carolina
$1.02M
HCA
363
Harbour Capital Advisors
Virginia
$1.02M +$24.1K +1,050 +2%
CIC
364
Carnegie Investment Counsel
Ohio
$1.01M +$120K +5,238 +14%
EAMA
365
EFG Asset Management (Americas)
Florida
$1.01M
SPC
366
Sigma Planning Corp
Michigan
$1M -$324K -14,112 -25%
MWM
367
Meridian Wealth Management
Kentucky
$995K +$25.2K +1,098 +3%
BJL
368
Brighton Jones LLC
Washington
$994K -$47.7K -2,076 -5%
RPGK
369
Retirement Planning Group (Kansas)
Kansas
$994K +$38K +1,656 +4%
BF
370
BOK Financial
Oklahoma
$980K -$11.2K -486 -1%
PA
371
Parallel Advisors
California
$974K +$48.2K +2,100 +5%
UR
372
USCA RIA
Texas
$965K +$473K +20,610 +100%
DWM
373
Doyle Wealth Management
Florida
$947K +$3.86K +168 +0.4%
LP
374
LGL Partners
Pennsylvania
$939K
OPWM
375
Oak Point Wealth Management
Michigan
$932K +$908K +39,570 New

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.