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Vanguard Growth ETF

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: 520563 (+43)

6% more funds holding in top 10

Funds holding in top 10: 7984 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
476
Waldron Private Wealth
Pennsylvania
$200K +$195K +9,864 New
IUHSA
477
Itau Unibanco Holding S.A.
Brazil
$192K -$14.9K -756 -7%
SPIA
478
Steward Partners Investment Advisory
New York
$192K +$187K +9,504 New
DSC
479
Duncker Streett & Co
Missouri
$182K +$150K +7,614 +569%
VCM
480
Versant Capital Management
Arizona
$169K -$6.87K -348 -4%
HWP
481
Hefty Wealth Partners
Indiana
$163K +$2.49K +126 +2%
EWM
482
Evercore Wealth Management
New York
$159K -$21.7K -1,098 -12%
BTIS
483
BB&T Investment Services
North Carolina
$158K +$30.9K +1,566 +25%
UWPG
484
Ullmann Wealth Partners Group
Florida
$145K +$142K +7,182 New
WOC
485
West Oak Capital
California
$144K
RWA
486
Ropes Wealth Advisors
Massachusetts
$140K
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$139K
KBFS
488
Kohmann Bosshard Financial Services
Ohio
$138K +$134K +6,786 New
FNB
489
Farmers National Bank
Kentucky
$134K
VNA
490
Valley National Advisers
Pennsylvania
$129K
BRC
491
Bell Rock Capital
Delaware
$123K -$18.1K -918 -13%
RFWA
492
RPg Family Wealth Advisory
Massachusetts
$116K -$52.1K -2,640 -32%
KPCM
493
Kings Point Capital Management
New York
$115K
LIA
494
LS Investment Advisors
Michigan
$114K
VIA
495
Vantage Investment Advisors
Pennsylvania
$110K -$473 -24 -0.4%
PS
496
Portfolio Solutions
Michigan
$110K +$107K +5,436 New
DBT
497
Dubuque Bank & Trust
Iowa
$109K
BC
498
Bartlett & Co
Ohio
$108K -$12.1K -612 -10%
AA
499
Apriem Advisors
California
$97K +$5.92K +300 +7%
WB
500
Webster Bank
Connecticut
$97K +$94.3K +4,782 New

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.