We are live on ! Find out more
VUG icon

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
BCP
476
Berkeley Capital Partners
Georgia
$501K -$9.92K -432 -2%
Bessemer Group
477
Bessemer Group
New Jersey
$501K
AFM
478
Abbot Financial Management
Massachusetts
$501K +$13.8K +600 +3%
TSWM
479
Triangle Securities Wealth Management
North Carolina
$501K +$27.3K +1,188 +6%
CHA
480
Carmichael Hill & Associates
Maryland
$496K +$486K +21,174 New
GIA
481
Guyasuta Investment Advisors
Pennsylvania
$495K
RMCM
482
Reynders McVeigh Capital Management
Massachusetts
$494K -$40.6K -1,770 -8%
RFA
483
Reilly Financial Advisors
California
$493K -$944K -41,130 -66%
PCM
484
Poehling Capital Management
Wisconsin
$492K +$482K +21,000 New
PG
485
Patten Group
Tennessee
$485K +$2.07K +90 +0.4%
CA
486
Continuum Advisory
Idaho
$482K -$13.2K -576 -3%
SG
487
StoneX Group
New York
$481K +$72.9K +3,174 +18%
BOTW
488
Bank of the West
California
$481K +$209K +9,126 +80%
CAN
489
Claraphi Advisory Network
United States
$476K +$466K +20,286 New
MOS
490
MGO One Seven
Ohio
$476K +$466K +20,310 New
SHWM
491
Smith & Howard Wealth Management
Georgia
$470K -$26.2K -1,140 -5%
WA
492
WESPAC Advisors
California
$469K -$173K -7,524 -27%
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$468K +$125K +5,430 +37%
EIA
494
Eldridge Investment Advisors
New Hampshire
$468K +$454K +19,788 New
VCWA
495
Vanguard Capital Wealth Advisors
Colorado
$465K +$456K +19,854 New
NFG
496
Next Financial Group
Texas
$461K -$34.2K -1,488 -7%
RCG
497
Ruggie Capital Group
Florida
$457K
WF
498
WoodTrust Financial
Wisconsin
$457K +$448K +19,500 New
RIS
499
Retirement Income Solutions
Michigan
$455K +$446K +19,416 New
CAW
500
Cornerstone Advisors (Washington)
Washington
$450K

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.