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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
BFPW
526
BOK Financial Private Wealth
Colorado
$215K
AAS
527
Annex Advisory Services
Wisconsin
$213K -$45.5K -2,094 -18%
SCA
528
Stillwater Capital Advisors
Pennsylvania
$213K +$391 +18 +0.2%
MI
529
Moneywise Inc
Virginia
$211K -$1.96K -90 -0.9%
UBS AM
530
UBS AM
Illinois
$211K +$22.4K +1,032 +12%
AIM
531
Advantage Investment Management
Iowa
$209K -$63.7K -2,928 -24%
LA
532
Legacy Advisors
Pennsylvania
$209K +$193K +8,886 +1,481%
AWMG
533
Alliance Wealth Management Group
New Jersey
$209K +$203K +9,342 New
NA
534
NewEdge Advisors
Louisiana
$207K +$1.3K +60 +0.7%
S
535
SignatureFD
Georgia
$206K +$202K +9,306 New
GLA
536
Good Life Advisors
Pennsylvania
$204K -$16K -738 -8%
CPSAC
537
Chas P. Smith & Associates (CPS)
Florida
$203K +$199K +9,156 New
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$200K -$143K -6,576 -42%
BC
539
Bartlett & Co
Ohio
$191K +$71.9K +3,306 +62%
DBT
540
Dubuque Bank & Trust
Iowa
$190K
VCM
541
Versant Capital Management
Arizona
$184K
EWM
542
Evercore Wealth Management
New York
$174K
SAM
543
Solaris Asset Management
New York
$171K +$129K +5,952 +337%
FNB
544
Farmers National Bank
Kentucky
$159K
WOC
545
West Oak Capital
California
$157K
RWA
546
Ropes Wealth Advisors
Massachusetts
$153K
LC
547
Landaas & Company
Wisconsin
$153K +$151K +6,924 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$152K
KBFS
549
Kohmann Bosshard Financial Services
Ohio
$150K +$148K +6,786 New
VNA
550
Valley National Advisers
Pennsylvania
$141K

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.