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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
TDC
501
Thompson Davis & Co
Virginia
$93K -$44.4K -2,250 -33%
EA
502
Edge Advisors
Georgia
$91K +$89.4K +4,530 New
SBL
503
Sargent Bickham Lagudis
Colorado
$85K +$23.7K +1,200 +40%
GBT
504
Grove Bank & Trust
Florida
$84K -$235K -11,910 -74%
CG
505
Cutler Group
California
$83K -$125K -6,324 -60%
MWM
506
Mascoma Wealth Management
New Hampshire
$80K
HDIM
507
Hanson & Doremus Investment Management
Vermont
$74K -$27.9K -1,416 -28%
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$72K
CAG
509
Crestwood Advisors Group
Massachusetts
$63K +$59.4K +3,012 New
FPFS
510
First Personal Financial Services
North Carolina
$62K
UBS AM
511
UBS AM
Illinois
$61.4K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$55K +$53.3K +2,700 New
GBBWRPM
513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$53K +$10.4K +528 +26%
RCA
514
Rowland Carmichael Advisors
Arizona
$52K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$48.1K -$14.2K -720 -23%
BC
516
Barnett & Company
Tennessee
$40K
TWA
517
TCI Wealth Advisors
Arizona
$39K -$79.8K -4,044 -68%
WP
518
WealthPLAN Partners
Nebraska
$38.7K +$37.9K +1,920 New
FCB
519
First Command Bank
Texas
$38K
FCFS
520
First Command Financial Services
Texas
$38K
TIM
521
Tortoise Investment Management
New York
$37K
IFA
522
Interactive Financial Advisors
Illinois
$35K -$5.33K -270 -14%
ECM
523
Exchange Capital Management
Michigan
$34K
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$34K +$118 +6 +0.4%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$33K +$118 +6 +0.4%

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.