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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
TCM
451
Twele Capital Management
Minnesota
$238K -$10.5K -534 -4%
CCM
452
Colorado Capital Management
Colorado
$238K +$8.64K +438 +4%
AAS
453
Annex Advisory Services
Wisconsin
$237K +$9.59K +486 +4%
BOTW
454
Bank of the West
California
$237K +$231K +11,712 New
BWFM
455
Bridgewater Wealth & Financial Management
Maryland
$234K +$2.49K +126 +1%
BCM
456
Becker Capital Management
Oregon
$232K – – –
SCM
457
Stonehearth Capital Management
Massachusetts
$229K – – –
SIAP
458
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K +$199K +10,098 +859%
PFS
459
Prospera Financial Services
Texas
$229K +$223K +11,328 New
DIA
460
Denver Investment Advisors
Colorado
$227K – – –
CWM
461
Calamos Wealth Management
Illinois
$225K +$219K +11,088 New
BAS
462
Brown Advisory Securities
Maryland
$225K +$219K +11,100 New
RC
463
RegentAtlantic Capital
New Jersey
$225K +$219K +11,106 New
FFWA
464
FRG Family Wealth Advisors
Washington
$224K – – –
HFS
465
HL Financial Services
Kentucky
$223K +$217K +11,022 New
DW
466
Domani Wealth
Pennsylvania
$218K +$212K +10,734 New
CC
467
Courier Capital
New York
$218K +$212K +10,770 New
AIM
468
Anchor Investment Management
South Carolina
$215K +$44.6K +2,262 +27%
PSW
469
Portfolio Strategies (Washington)
Washington
$212K -$44.4K -2,250 -18%
SC
470
Savant Capital
Illinois
$208K +$202K +10,254 New
SMH
471
Sanders Morris Harris
Texas
$207K +$202K +10,224 New
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$205K +$199K +10,086 New
NWP
473
Northstar Wealth Partners
Connecticut
$204K +$199K +10,092 New
FB
474
Fulton Bank
Pennsylvania
$201K +$196K +9,912 New
PG
475
Patten Group
Tennessee
$200K – – –
17 18
19
20 21

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.