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Vanguard Growth ETF

597 hedge funds and large institutions have $15.1B invested in Vanguard Growth ETF in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 167 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.58M

6% more funds holding

Funds holding: 563597 (+34)

3% more capital invested

Capital invested by funds: $14.7B → $15.1B (+$410M)

0% more funds holding in top 10

Funds holding in top 10: 8484 (0)

16.14% less ownership

Funds ownership: 345.36%329.22% (-16%)

Holders
597
Holders Change
+34
Holders Change %
+6.04%
% of All Funds
14.88%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.09%
New
57
Increased
258
Reduced
167
Closed
17
Calls
$3.06M
Puts
$2.58M
Net Calls
+$485K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
451
Peapack-Gladstone Financial Corp
New Jersey
$308K +$305K +14,550 New
VWA
452
V Wealth Advisors
Kansas
$307K -$4.27K -204 -1%
RHBC
453
R.H. Bluestein & Co
Michigan
$305K -$37.7K -1,800 -11%
FG
454
Fiduciary Group
Georgia
$299K -$27.6K -1,320 -9%
BEAM
455
Baker Ellis Asset Management
Washington
$298K
WIM
456
Westside Investment Management
California
$297K
HPC
457
HM Payson & Co
Maine
$297K
MCM
458
Murphy Capital Management
New Jersey
$296K
GKWIM
459
Gerber Kawasaki Wealth & Investment Management
California
$291K +$28.9K +1,380 +11%
SFS
460
Summit Financial Strategies
Ohio
$289K +$286K +13,650 New
AWS
461
AJ Wealth Strategies
New York
$287K -$33.4K -1,596 -11%
NFG
462
Nations Financial Group
Iowa
$284K +$281K +13,404 New
CSIC
463
Clifford Swan Investment Counsel
California
$283K
IF
464
Ironwood Financial
Arizona
$282K
PA
465
Pinnacle Associates
New York
$282K +$126 +6 +0%
NWP
466
Northstar Wealth Partners
Connecticut
$282K +$67.1K +3,204 +32%
LNB
467
Ledyard National Bank
$279K
BWFM
468
Bridgewater Wealth & Financial Management
Maryland
$275K +$31K +1,482 +13%
JGIA
469
Jackson Grant Investment Advisers
Connecticut
$269K +$754 +36 +0.3%
MWP
470
MYCIO Wealth Partners
Pennsylvania
$268K -$38.8K -1,854 -13%
JFGIW
471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K -$25.1K -1,200 -9%
BOTW
472
Bank of the West
California
$264K +$15.5K +738 +6%
AIM
473
Advantage Investment Management
Iowa
$262K -$196K -9,366 -43%
GMA
474
Goldstein Munger & Associates
California
$259K -$20.1K -960 -7%
BWAM
475
Boyd Watterson Asset Management
Ohio
$258K

VUG Hedge Fund Activity: Q2 2017 in Review

597 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2017, worth a combined $15.1B — up 2.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VUG positions and 17 closed out — a net gain of 40 holders — while 258 added to existing stakes and 167 trimmed.

The largest buyer was LPL Financial, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $397M.

  • 597 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $15.1B of Vanguard Growth ETF stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Vanguard Growth ETF positions in Q2 2017 and 17 closed out, a net change of +40 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $174M added.
  • The largest Vanguard Growth ETF seller in Q2 2017 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2017.