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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
SBIA
501
Sheaff Brock Investment Advisors
Indiana
$246K +$8.09K +372 +3%
CWM
502
Calamos Wealth Management
Illinois
$245K
FFWA
503
FRG Family Wealth Advisors
Washington
$244K
WBG
504
Wharton Business Group
Pennsylvania
$240K +$235K +10,830 New
RC
505
RegentAtlantic Capital
New Jersey
$239K -$20.5K -942 -8%
HPWM
506
Highland Private Wealth Management
Washington
$239K -$13K -600 -5%
VHAM
507
Van Hulzen Asset Management
California
$238K +$234K +10,764 New
SCM
508
Stonehearth Capital Management
Massachusetts
$234K -$4.04K -186 -2%
SPIA
509
Steward Partners Investment Advisory
New York
$234K +$130 +6 +0.1%
BFG
510
Bouchey Financial Group
New York
$232K
VFP
511
Verus Financial Partners
Virginia
$232K +$228K +10,476 New
HFS
512
HL Financial Services
Kentucky
$231K +$1.3K +60 +0.6%
CBU
513
CIBC Bank USA
Illinois
$229K +$18.8K +864 +9%
SS
514
Simplicity Solutions
Minnesota
$227K -$209K -9,600 -48%
SMH
515
Sanders Morris Harris
Texas
$226K
W
516
Wealthfront
California
$223K +$220K +10,098 New
CM
517
Capital Management
Virginia
$222K
Fisher Asset Management
518
Fisher Asset Management
Washington
$220K -$130K -5,976 -38%
FB
519
Fulton Bank
Pennsylvania
$219K
MLFP
520
MPS Loria Financial Planners
Illinois
$219K +$261 +12 +0.1%
AIM
521
Anchor Investment Management
South Carolina
$219K -$1.96K -90 -0.9%
TCM
522
Twele Capital Management
Minnesota
$218K
WPW
523
Waldron Private Wealth
Pennsylvania
$218K
PWW
524
Pettyjohn Wood & White
Virginia
$217K
AIP
525
Almanack Investment Partners
Pennsylvania
$216K +$212K +9,762 New

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.