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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
HCM
401
Hengehold Capital Management
Ohio
$560K -$43.3K -1,992 -7%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$558K -$348K -16,002 -39%
PCA
403
Personal Capital Advisors
California
$552K +$317K +14,568 +141%
MPM
404
Meritage Portfolio Management
Kansas
$542K +$533K +24,498 New
HL
405
HeadInvest LLC
Maine
$541K
NHC
406
Nicholas Hoffman & Company
Georgia
$531K
IFAM
407
Institutional & Family Asset Management
Colorado
$521K +$40.8K +1,878 +9%
Millennium Management
408
Millennium Management
New York
$516K -$2.3M -105,870 -82%
RMCM
409
Reynders McVeigh Capital Management
Massachusetts
$506K
BTNA
410
Bremer Trust National Association
Minnesota
$503K
RWP
411
RWA Wealth Partners
Massachusetts
$497K
WGCA
412
Wolf Group Capital Advisors
Virginia
$488K +$38.5K +1,770 +9%
DT
413
Diversified Trust
Tennessee
$483K -$107K -4,932 -18%
BCP
414
Berkeley Capital Partners
Georgia
$482K -$47.4K -2,178 -9%
CAG
415
Crestwood Advisors Group
Massachusetts
$478K -$12.3K -564 -3%
NFG
416
Next Financial Group
Texas
$477K -$88.8K -4,086 -16%
MCM
417
MAI Capital Management
Ohio
$474K
Bessemer Group
418
Bessemer Group
New Jersey
$473K
GT
419
Greenleaf Trust
Michigan
$471K
SHWM
420
Smith & Howard Wealth Management
Georgia
$469K -$12.4K -570 -3%
AFM
421
Abbot Financial Management
Massachusetts
$467K -$31.7K -1,458 -7%
CA
422
Continuum Advisory
Idaho
$467K +$44.5K +2,046 +11%
GIA
423
Guyasuta Investment Advisors
Pennsylvania
$467K +$459K +21,102 New
PG
424
Patten Group
Tennessee
$456K -$220K -10,140 -33%
TSWM
425
Triangle Securities Wealth Management
North Carolina
$446K +$80.2K +3,690 +22%

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.