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Vanguard Growth ETF

614 hedge funds and large institutions have $18.2B invested in Vanguard Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 252 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

45.04% more ownership

Funds ownership: 329.22%374.26% (+45%)

33% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 190

21% more capital invested

Capital invested by funds: $15.1B → $18.2B (+$3.15B)

12% more funds holding in top 10

Funds holding in top 10: 8494 (+10)

3% more funds holding

Funds holding: 597614 (+17)

55% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $5.97M

Holders
614
Holders Change
+17
Holders Change %
+2.85%
% of All Funds
15.31%
Holding in Top 10
94
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.9%
% of All Funds
2.34%
New
45
Increased
252
Reduced
190
Closed
24
Calls
$2.68M
Puts
$5.97M
Net Calls
-$3.3M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$105M +$7.47M +343,584 +8%
Axa
27
Axa
France
$94.9M +$2.66M +122,400 +3%
MIH
28
Madison Investment Holdings
Wisconsin
$87.8M -$12.5M -574,794 -13%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$86.9M +$2.93M +134,958 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$83.7M -$332K -15,270 -0.4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$76.1M -$839K -38,586 -1%
TI
32
Truepoint Inc
Ohio
$72M +$499K +22,938 +0.7%
EWA
33
EP Wealth Advisors
California
$71.7M +$4.61M +212,190 +7%
IH
34
IFC Holdings
Florida
$71M +$3.64M +167,544 +6%
ZCA
35
Zeke Capital Advisors
Pennsylvania
$71M -$447K -20,580 -0.6%
SI
36
SII Investments
Wisconsin
$68.2M +$515K +23,700 +0.8%
RJA
37
Raymond James & Associates
Florida
$65.2M +$3.85M +177,276 +6%
SMM
38
Stadion Money Management
Georgia
$61.4M +$1.07M +49,020 +2%
VCP
39
Vista Capital Partners
Oregon
$61M -$1.33M -61,296 -2%
GC
40
Garde Capital
Washington
$58.6M +$4.22M +193,914 +8%
DWM
41
Destination Wealth Management
California
$57.7M -$337K -15,510 -0.6%
HighTower Advisors
42
HighTower Advisors
Illinois
$57.2M -$222K -10,224 -0.4%
CCM
43
Coldstream Capital Management
Washington
$54.4M +$627K +28,830 +1%
CL
44
Choreo LLC
Illinois
$52.9M +$4.44M +204,018 +9%
PC
45
Permanens Capital
New York
$52.2M -$3.89M -179,058 -7%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$51.4M +$490K +22,530 +1%
SB
47
Suntrust Banks
Georgia
$50.5M +$4.62M +212,406 +10%
BOH
48
Bank of Hawaii
Hawaii
$49M +$1.03M +47,208 +2%
MIS
49
Morningstar Investment Services
Illinois
$44.8M +$3.27M +150,426 +8%
WA
50
Waverly Advisors
Alabama
$43.9M +$8.01M +368,382 +23%

VUG Hedge Fund Activity: Q3 2017 in Review

614 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2017, worth a combined $18.2B — up 21% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VUG positions and 24 closed out — a net gain of 21 holders — while 252 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $1.47B. The largest seller was Fidelity Investments, cutting an estimated $22.5M.

  • 614 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2017, up from 597 in Q2 2017.
  • Funds reported $18.2B of Vanguard Growth ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 45 funds opened new Vanguard Growth ETF positions in Q3 2017 and 24 closed out, a net change of +21 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2017 was Bank of America, an estimated $1.47B added.
  • The largest Vanguard Growth ETF seller in Q3 2017 was Fidelity Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2017.