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Vanguard Growth ETF

597 hedge funds and large institutions have $15.1B invested in Vanguard Growth ETF in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 167 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.58M

6% more funds holding

Funds holding: 563597 (+34)

3% more capital invested

Capital invested by funds: $14.7B → $15.1B (+$410M)

0% more funds holding in top 10

Funds holding in top 10: 8484 (0)

16.14% less ownership

Funds ownership: 345.36%329.22% (-16%)

Holders
597
Holders Change
+34
Holders Change %
+6.04%
% of All Funds
14.88%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.09%
New
57
Increased
258
Reduced
167
Closed
17
Calls
$3.06M
Puts
$2.58M
Net Calls
+$485K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
551
Rowland Carmichael Advisors
Arizona
$54K
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$50.2K
OSNBOA
553
Old Second National Bank of Aurora
Illinois
$46K +$28.3K +1,350 +163%
BC
554
Barnett & Company
Tennessee
$41K
FCB
555
First Command Bank
Texas
$40K
FCFS
556
First Command Financial Services
Texas
$40K
TWA
557
TCI Wealth Advisors
Arizona
$40K
TIM
558
Tortoise Investment Management
New York
$39K
SFSIG
559
San Francisco Sentry Investment Group
California
$37K +$36.7K +1,752 New
SAM
560
Solaris Asset Management
New York
$37K +$36.9K +1,764 New
IFA
561
Interactive Financial Advisors
Illinois
$36K -$503 -24 -1%
ECM
562
Exchange Capital Management
Michigan
$36K
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$36K +$126 +6 +0.4%
MSFP
564
Mark Sheptoff Financial Planning
Connecticut
$34K -$126 -6 -0.4%
GI
565
Gradient Investments
Minnesota
$34K +$20.7K +990 +165%
JWA
566
JFS Wealth Advisors
Pennsylvania
$33K
RFWA
567
RPg Family Wealth Advisory
Massachusetts
$29.2K -$91.1K -4,350 -76%
MWM
568
MinichMacGregor Wealth Management
New York
$29K
QAM
569
QCI Asset Management
New York
$28K
PCTC
570
Perkins Coie Trust Company
Washington
$27K
NSIM
571
North Star Investment Management
Illinois
$26K
WAS
572
WESPAC Advisors SoCal
California
$25K
Barclays
573
Barclays
United Kingdom
$24K +$5.91K +282 +33%
ACM
574
AlphaStar Capital Management
North Carolina
$24K +$24.4K +1,164 New
HR
575
Howe & Rusling
New York
$22K

VUG Hedge Fund Activity: Q2 2017 in Review

597 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2017, worth a combined $15.1B — up 2.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VUG positions and 17 closed out — a net gain of 40 holders — while 258 added to existing stakes and 167 trimmed.

The largest buyer was LPL Financial, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $397M.

  • 597 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $15.1B of Vanguard Growth ETF stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Vanguard Growth ETF positions in Q2 2017 and 17 closed out, a net change of +40 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $174M added.
  • The largest Vanguard Growth ETF seller in Q2 2017 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2017.