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Vanguard Growth ETF
VUG

Overview Fund Activity

724 hedge funds and large institutions have $21B invested in Vanguard Growth ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 285 increasing their positions, 260 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
16.62%
Holding in Top 10
110
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.51%
% of All Funds
2.52%
New
58
Increased
285
Reduced
260
Closed
39
Calls
$3.99M
Puts
$2.8M
Net Calls
+$1.19M
Net Calls Change
+$573K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$867M
2
Deutsche Bank
Deutsche Bank
Germany
+$640M
3
Bank of America
Bank of America
North Carolina
+$251M
4
LPL Financial
LPL Financial
California
+$111M
5
UBS Group
UBS Group
Switzerland
+$60.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$313M
2
HI
Horizon Investments
North Carolina
-$171M
3
WHG
Westwood Holdings Group
Texas
-$120M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$55.7M
5
FA
FDx Advisors
Illinois
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
426
Balasa Dinverno & Foltz
$683K -$9.22K -65 -1%
WCM
427
Windsor Capital Management
Arizona
$681K +$284 +2 +0%
BFG
428
Beacon Financial Group
Texas
$669K – – –
SS
429
Sunbelt Securities
Texas
$669K +$60.3K +425 +10%
WF
430
WoodTrust Financial
Wisconsin
$657K +$196K +1,379 +42%
NFG
431
NewFocus Financial Group
Washington
$656K -$67.4K -475 -9%
WA
432
WESPAC Advisors
California
$651K +$178K +1,254 +38%
WAM
433
Watermark Asset Management
California
$643K -$33.1K -233 -5%
MCM
434
MAI Capital Management
Ohio
$625K +$21.8K +154 +4%
CT
435
CPF Texas
Texas
$618K +$14.2K +100 +2%
BP
436
Ballentine Partners
Massachusetts
$612K – – –
NSAM
437
North Star Asset Management
Wisconsin
$605K -$8.08K -57 -1%
SWM
438
Sequoia Wealth Management
Illinois
$604K +$22.6K +159 +4%
WP
439
WMS Partners
Maryland
$600K – – –
TSWM
440
Triangle Securities Wealth Management
North Carolina
$599K +$93.7K +660 +19%
SWM
441
SeaCrest Wealth Management
New York
$597K -$44.7K -315 -7%
JGIA
442
Jackson Grant Investment Advisers
Connecticut
$597K +$6.11K +43 +1%
HCM
443
Hengehold Capital Management
Ohio
$593K +$17.6K +124 +3%
BCI
444
Brinker Capital Investments
Pennsylvania
$588K -$659K -4,648 -53%
G
445
GenTrust
Florida
$588K -$50.8K -358 -8%
IFAM
446
Institutional & Family Asset Management
Colorado
$584K +$41.1K +290 +8%
PCA
447
Personal Capital Advisors
California
$583K -$306K -2,160 -34%
NHC
448
Nicholas Hoffman & Company
Georgia
$583K +$15.6K +110 +3%
SHA
449
Seneca House Advisors
Virginia
$581K +$142 +1 +0%
LWA
450
Lenox Wealth Advisors
New York
$577K +$337K +2,376 +141%
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