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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
BA
501
BCM Advisors
Louisiana
$449K +$439K +19,140 New
PCM
502
Parsons Capital Management
Rhode Island
$447K
RWM
503
RKL Wealth Management
Pennsylvania
$445K +$113K +4,920 +35%
PFM
504
Parsec Financial Management
North Carolina
$443K -$23.6K -1,026 -5%
EWF
505
Epstein & White Financial
California
$440K +$410K +17,874 New
FBC
506
Fairfield, Bush & Co
Connecticut
$437K +$428K +18,648 New
CPO
507
Cerity Partners OCIO
New York
$436K +$48.2K +2,100 +13%
FFW
508
Fusion Family Wealth
New York
$434K
FFSOTS
509
Fiduciary Financial Services of The Southwest
Texas
$433K
MFS
510
McNamara Financial Services
Massachusetts
$428K -$5.92K -258 -1%
BAS
511
Brown Advisory Securities
Maryland
$427K +$149K +6,504 +55%
DBRC
512
D.B. Root & Company
Pennsylvania
$420K +$412K +17,928 New
BA
513
Boston Advisors
Massachusetts
$419K +$410K +17,856 New
Mackenzie Financial
514
Mackenzie Financial
Ontario, Canada
$414K -$44.9M -1,954,800 -99%
FTC
515
Farmers Trust Company
Ohio
$405K +$396K +17,256 New
KL
516
KWMG LLC
Kansas
$400K +$392K +17,076 New
ACP
517
Ashfield Capital Partners
California
$399K
HFA
518
High Falls Advisors
New York
$399K +$138 +6 +0%
OC
519
Oakworth Capital
Alabama
$397K
NCM
520
Narwhal Capital Management
Georgia
$394K
TC
521
Telemus Capital
Michigan
$394K +$385K +16,788 New
PA
522
Pinnacle Associates
New York
$393K +$17.4K +756 +5%
AC
523
Alexandria Capital
Virginia
$391K +$22.3K +972 +6%
WA
524
WP Advisors
California
$384K -$43.8K -1,908 -10%
WTC
525
WhitTier Trust Company
Nevada
$380K -$28.2K -1,230 -7%

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.