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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
PFS
526
Prospera Financial Services
Texas
$379K +$26.2K +1,140 +8%
HCC
527
Hirtle Callaghan & Co
Pennsylvania
$375K +$367K +16,002 New
TFCP
528
Twin Focus Capital Partners
Massachusetts
$371K -$11K -480 -3%
HPC
529
HM Payson & Co
Maine
$370K +$55.1K +2,400 +18%
Fisher Asset Management
530
Fisher Asset Management
Washington
$367K +$132K +5,730 +58%
NFG
531
Nations Financial Group
Iowa
$364K +$21.9K +954 +7%
WIM
532
Westside Investment Management
California
$362K +$21.5K +936 +7%
MCM
533
Mainstay Capital Management
Michigan
$360K +$352K +15,354 New
CG
534
CFO4Life Group
Texas
$359K -$283K -12,336 -45%
MWP
535
MYCIO Wealth Partners
Pennsylvania
$359K
DSC
536
Duncker Streett & Co
Missouri
$358K +$7.16K +312 +2%
1WA
537
180 Wealth Advisors
Washington
$357K +$350K +15,246 New
ABC
538
Associated Banc-Corp
Wisconsin
$352K
B
539
Brightworth
Georgia
$350K
CIA
540
Capital Investment Advisors
Georgia
$347K -$31.1K -1,356 -8%
First Manhattan
541
First Manhattan
New York
$342K +$241K +10,512 +257%
VWA
542
V Wealth Advisors
Kansas
$341K -$7.3K -318 -2%
SC
543
Savant Capital
Illinois
$340K
MPM
544
Meritage Portfolio Management
Kansas
$334K -$235K -10,242 -42%
GKWIM
545
Gerber Kawasaki Wealth & Investment Management
California
$330K +$5.51K +240 +2%
VNA
546
Valley National Advisers
Pennsylvania
$330K +$177K +7,704 +121%
RBA
547
Richard Bernstein Advisors
New York
$328K +$319K +13,884 +12,856%
FG
548
Fiduciary Group
Georgia
$321K +$138 +6 +0%
ATC
549
Argent Trust Co
Tennessee
$318K -$109K -4,728 -26%
AAS
550
Annex Advisory Services
Wisconsin
$318K +$90.3K +3,936 +41%

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.