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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
CT
451
CPF Texas
Texas
$601K +$586K +25,542 New
BIA
452
BHK Investment Advisors
Alabama
$601K +$588K +25,632 New
MCM
453
MAI Capital Management
Ohio
$598K +$94.2K +4,104 +19%
BFC
454
Bedel Financial Consulting
Indiana
$597K +$584K +25,458 New
SWM
455
Sequoia Wealth Management
Illinois
$595K +$563K +24,546 New
WP
456
WMS Partners
Maryland
$594K -$3.44K -150 -0.6%
BFEC
457
Benjamin F. Edwards & Company
Missouri
$591K -$275 -12 -0%
JGIA
458
Jackson Grant Investment Advisers
Connecticut
$585K +$280K +12,204 +96%
Wolverine Trading
459
Wolverine Trading
Illinois
$582K -$140K -6,084 -20%
SHA
460
Seneca House Advisors
Virginia
$575K +$563K +24,546 New
HCM
461
Hengehold Capital Management
Ohio
$570K -$22.3K -972 -4%
NHC
462
Nicholas Hoffman & Company
Georgia
$562K
WGCA
463
Wolf Group Capital Advisors
Virginia
$559K +$50.3K +2,190 +10%
HL
464
HeadInvest LLC
Maine
$557K
CAG
465
Crestwood Advisors Group
Massachusetts
$547K +$40.1K +1,746 +8%
ST
466
Smithfield Trust
Pennsylvania
$545K -$216K -9,426 -29%
CIA
467
Covington Investment Advisors
Pennsylvania
$541K +$123K +5,340 +30%
ACM
468
Aviance Capital Management
Florida
$540K -$71.8K -3,126 -12%
IFAM
469
Institutional & Family Asset Management
Colorado
$538K -$12.8K -558 -2%
RRC
470
Relaxing Retirement Coach
Massachusetts
$538K +$527K +22,956 New
CI
471
Chartist Inc
California
$536K +$525K +22,860 New
DACG
472
Donor Advised Charitable Giving
California
$529K +$518K +22,560 New
BTNA
473
Bremer Trust National Association
Minnesota
$511K -$20.9K -912 -4%
DT
474
Diversified Trust
Tennessee
$511K -$826 -36 -0.2%
AWA
475
Arete Wealth Advisors
Illinois
$508K +$36.4K +1,584 +8%

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.