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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
BSW
376
Buckingham Strategic Wealth
Missouri
$924K +$14.9K +648 +2%
GT
377
Greenleaf Trust
Michigan
$916K +$408K +17,790 +84%
DP
378
DDD Partners
Washington
$913K +$894K +38,940 New
WA
379
Wealth Architects
California
$912K -$48.2K -2,100 -5%
WTB
380
Washington Trust Bank
Washington
$911K +$39.9K +1,740 +5%
CFA
381
Cahill Financial Advisors
Minnesota
$907K -$107K -4,680 -11%
MA
382
MUFG Americas
New York
$901K +$65.4K +2,850 +8%
MIM
383
Marco Investment Management
Georgia
$900K
SCM
384
Snow Capital Management
Pennsylvania
$892K
TC
385
Trust Company
Kansas
$888K
AMG
386
Asset Management Group
Connecticut
$886K +$2.62K +114 +0.3%
MMA
387
Miracle Mile Advisors
California
$886K +$150K +6,540 +21%
CCM
388
Coe Capital Management
Illinois
$885K +$29.6K +1,290 +4%
EWM
389
Empirical Wealth Management
Washington
$884K
PCA
390
Personal Capital Advisors
California
$882K +$291K +12,690 +51%
APP
391
Avantax Planning Partners
Iowa
$872K -$647K -28,182 -43%
SFM
392
Signature Financial Management
Virginia
$855K +$1.51K +66 +0.2%
VF
393
Virtu Financial
New York
$851K +$218K +9,486 +35%
BlackRock
394
BlackRock
New York
$850K +$106K +4,620 +15%
IP
395
Intellectus Partners
California
$847K
OAM
396
Oppenheimer Asset Management
New York
$842K
AFG
397
Albion Financial Group
Utah
$841K -$18K -786 -2%
DY
398
Dowling & Yahnke
California
$840K -$77.4K -3,372 -9%
GMA
399
Goldstein Munger & Associates
California
$814K +$516K +22,500 +184%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$805K +$174K +7,602 +28%

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.