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Vanguard Growth ETF
VUG

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: 520 → 563 (+43)

6% more funds holding in top 10

Funds holding in top 10: 79 → 84 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$163M
2
Morgan Stanley
Morgan Stanley
New York
+$60.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37M
4
EFS
Edelman Financial Services
Virginia
+$32.3M
5
MIS
Morningstar Investment Services
Illinois
+$29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$437M
2
LA
LVW Advisors
New York
-$19.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$15.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.2M
5
Axa
Axa
France
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
426
Cordasco Financial Network
Florida
$301K – – –
EA
427
Elm Advisors
California
$298K – – –
VWA
428
V Wealth Advisors
Kansas
$296K – – –
MWP
429
MYCIO Wealth Partners
Pennsylvania
$294K – – –
CIAS
430
Capital Investment Advisory Services
North Carolina
$294K +$286K +14,484 New
PCA
431
Personal Capital Advisors
California
$293K +$285K +14,466 New
BEAM
432
Baker Ellis Asset Management
Washington
$285K -$51.7K -2,622 -16%
HPC
433
HM Payson & Co
Maine
$284K +$276K +13,998 New
MCM
434
Murphy Capital Management
New Jersey
$283K – – –
WIM
435
Westside Investment Management
California
$282K -$44.6K -2,262 -14%
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$280K -$23.7K -1,200 -8%
TSWM
437
Triangle Securities Wealth Management
North Carolina
$276K +$269K +13,626 New
CSIC
438
Clifford Swan Investment Counsel
California
$271K +$263K +13,356 New
CM
439
Capital Management
Virginia
$270K -$172K -8,718 -40%
IF
440
Ironwood Financial
Arizona
$270K – – –
PA
441
Pinnacle Associates
New York
$270K +$3.79K +192 +1%
LNB
442
Ledyard National Bank
$268K -$98.2K -4,980 -27%
GMA
443
Goldstein Munger & Associates
California
$268K – – –
CA
444
Continuum Advisory
Idaho
$258K +$251K +12,714 New
JGIA
445
Jackson Grant Investment Advisers
Connecticut
$257K +$39.5K +2,004 +19%
FANJ
446
Financial Architects (New Jersey)
New Jersey
$254K +$20.7K +1,050 +9%
WA
447
WP Advisors
California
$250K +$710 +36 +0.3%
CCFCSB
448
Cape Cod Five Cents Savings Bank
Massachusetts
$248K -$33.1K -1,680 -12%
GKWIM
449
Gerber Kawasaki Wealth & Investment Management
California
$248K +$243K +12,330 New
BWAM
450
Boyd Watterson Asset Management
Ohio
$247K – – –
16 17
18
19 20

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.