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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
IIC
551
Integrated Investment Consultants
Michigan
$7K
AIP
552
Ameritas Investment Partners
Nebraska
$7K +$118 +6 +2%
EWM
553
Endurance Wealth Management
Rhode Island
$6K +$5.56K +282 New
BCM
554
Blume Capital Management
California
$5K +$4.85K +246 New
Simplex Trading
555
Simplex Trading
Illinois
$4K -$54.2K -2,748 -93%
VWM
556
Valley Wealth Managers
New Jersey
$2K -$9.11K -462 -86%
RBA
557
Richard Bernstein Advisors
New York
$2K
NDSI
558
Newman Dignan & Sheerar Inc
Rhode Island
$1.33K -$67.5K -3,420 -5%
MBA
559
McQueen Ball & Associates
Pennsylvania
$1.12K
CCM
560
Cribstone Capital Management
Maine
$1K -$1.77K -90 -60%
EK
561
Evensky & Katz
Florida
$1K
RFM
562
Royal Fund Management
Florida
$1K +$1.77K +90 New
SG Americas Securities
563
SG Americas Securities
New York
-$6.53M -351,510 Closed
TCM
564
Tran Capital Management
California
-$2.97M -159,636 Closed
LRPA
565
L. Roy Papp & Associates
Arizona
-$1.92M -103,368 Closed
VWM
566
Venturi Wealth Management
Texas
-$1.45M -78,000 Closed
FIM
567
Frontier Investment Management
Texas
-$1.42M -76,362 Closed
Franklin Resources
568
Franklin Resources
California
-$1.1M -59,106 Closed
GWM
569
Greenwich Wealth Management
Connecticut
-$802K -43,188 Closed
PCM
570
Pointe Capital Management
Michigan
-$797K -42,900 Closed
SIC
571
Salem Investment Counselors
North Carolina
-$613K -33,000 Closed
Winslow Capital Management
572
Winslow Capital Management
Minnesota
-$450K -24,204 Closed
FTUS
573
Flow Traders U.S.
New York
-$410K -22,062 Closed
CWM
574
Concert Wealth Management
California
-$353K -18,936 Closed
RWA
575
RGT Wealth Advisors
Texas
-$337K -18,144 Closed

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.