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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
HWP
551
Hefty Wealth Partners
Indiana
$139K -$16.7K -768 -11%
BRC
552
Bell Rock Capital
Delaware
$135K +$391 +18 +0.3%
VIA
553
Vantage Investment Advisors
Pennsylvania
$134K +$13.7K +630 +12%
WEC
554
Winslow Evans & Crocker
Massachusetts
$133K -$481K -22,134 -79%
KPCM
555
Kings Point Capital Management
New York
$126K
LIA
556
LS Investment Advisors
Michigan
$125K
PS
557
Portfolio Solutions
Michigan
$120K
WB
558
Webster Bank
Connecticut
$106K
TDC
559
Thompson Davis & Co
Virginia
$101K +$130 +6 +0.1%
EA
560
Edge Advisors
Georgia
$100K
Loomis, Sayles & Company
561
Loomis, Sayles & Company
Massachusetts
$97K +$19.6K +900 +26%
First Manhattan
562
First Manhattan
New York
$90K
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$84K +$46.2K +2,124 +126%
HDIM
564
Hanson & Doremus Investment Management
Vermont
$81K
BWM
565
Baystate Wealth Management
Massachusetts
$79K +$77K +3,540 New
SBL
566
Sargent Bickham Lagudis
Colorado
$66K
HT
567
Heritage Trust
Oklahoma
$64K -$55.7K -2,562 -47%
CGT
568
Capital Guardian Trust
California
$57K +$55.7K +2,562 New
GBBWRPM
569
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K
RCA
570
Rowland Carmichael Advisors
Arizona
$56K
SFSIG
571
San Francisco Sentry Investment Group
California
$55K +$16.3K +750 +43%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$52.4K
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$48K
BC
574
Barnett & Company
Tennessee
$43K
FCB
575
First Command Bank
Texas
$42K

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.