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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
FSA
401
Financial Sense Advisors
California
$804K -$104K -4,512 -12%
RJT
402
Raymond James Trust
Florida
$800K -$11.4K -498 -1%
MJRIC
403
Mogy Joel R Investment Counsel
California
$788K -$6.89K -300 -0.9%
OWM
404
Orgel Wealth Management
Wisconsin
$786K
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$775K -$2.75K -120 -0.4%
GWM
406
Geneos Wealth Management
Colorado
$772K +$127K +5,544 +20%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$771K
PL
408
Plancorp LLC
Missouri
$770K
MCM
409
Manchester Capital Management
Vermont
$769K
M&T Bank
410
M&T Bank
New York
$766K -$60.3K -2,628 -7%
ACI
411
Alpha Cubed Investments
California
$762K +$94.3K +4,110 +14%
EP
412
Edgestream Partners
New Jersey
$761K -$72.7K -3,168 -9%
TC
413
Toews Corporation
New Jersey
$761K +$91.7K +3,996 +14%
AWM
414
Avior Wealth Management
Nebraska
$760K -$104K -4,530 -12%
OCM
415
Orser Capital Management
Texas
$751K +$698K +30,420 New
FNBT
416
FineMark National Bank & Trust
Florida
$746K +$92.1K +4,014 +14%
CFN
417
Cordasco Financial Network
Florida
$742K
RPC
418
Rossmore Private Capital
Connecticut
$738K +$723K +31,494 New
LFS
419
Legacy Financial Strategies
Kansas
$737K +$721K +31,428 New
PWLP
420
Prio Wealth Limited Partnership
Massachusetts
$726K
RWP
421
RWA Wealth Partners
Massachusetts
$726K +$196K +8,538 +38%
MC
422
Moors & Cabot
Massachusetts
$724K +$6.47K +282 +0.9%
HSA
423
HBK Sorce Advisory
Pennsylvania
$722K +$13.4K +582 +2%
KWM
424
Kingsview Wealth Management
Oregon
$722K +$79.2K +3,450 +13%
IWC
425
Integrated Wealth Concepts
Massachusetts
$720K +$680K +29,634 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.