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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
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$355K -$139K -7,044 -29%
TRCT
402
Tower Research Capital (TRC)
New York
$348K +$339K +17,178 New
AC
403
Alexandria Capital
Virginia
$347K +$25.9K +1,314 +8%
CWM
404
Cabot Wealth Management
Massachusetts
$346K -$112K -5,688 -25%
ACP
405
Ashfield Capital Partners
California
$345K
HFA
406
High Falls Advisors
New York
$342K +$118 +6 +0%
NCM
407
Narwhal Capital Management
Georgia
$341K
PCM
408
Parsons Capital Management
Rhode Island
$332K
RHBC
409
R.H. Bluestein & Co
Michigan
$328K -$58.5K -2,964 -15%
CIA
410
Capital Investment Advisors
Georgia
$328K +$319K +16,188 New
AIA
411
Allegis Investment Advisors
Idaho
$327K -$688K -34,866 -68%
WA
412
WESPAC Advisors
California
$326K
CCA
413
Checchi Capital Advisers
California
$325K +$78.1K +3,960 +33%
LPT
414
Legacy Private Trust
Wisconsin
$318K -$63.7K -3,228 -17%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$316K +$14.7K +744 +5%
CIA
416
Covington Investment Advisors
Pennsylvania
$315K +$306K +15,534 New
FFW
417
Fusion Family Wealth
New York
$315K +$307K +15,540 New
TFCP
418
Twin Focus Capital Partners
Massachusetts
$315K +$307K +15,558 New
BRF
419
B. Riley Financial
California
$314K
FG
420
Fiduciary Group
Georgia
$313K +$118 +6 +0%
FFSOTS
421
Fiduciary Financial Services of The Southwest
Texas
$311K
ABC
422
Associated Banc-Corp
Wisconsin
$309K -$24.4K -1,236 -8%
AWA
423
Arete Wealth Advisors
Illinois
$309K +$58.1K +2,946 +24%
AWS
424
AJ Wealth Strategies
New York
$307K
B
425
Brightworth
Georgia
$303K -$9.82K -498 -3%

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.