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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
AWS
551
AJ Wealth Strategies
New York
$317K
BEAM
552
Baker Ellis Asset Management
Washington
$316K
RWA
553
RGT Wealth Advisors
Texas
$315K +$826 +36 +0.3%
BWFM
554
Bridgewater Wealth & Financial Management
Maryland
$314K -$4.13K -180 -1%
DAC
555
Dividend Assets Capital
South Carolina
$309K -$36.4K -1,584 -11%
LNB
556
Ledyard National Bank
$309K
GCA
557
Gradient Capital Advisors
California
$308K +$302K +13,140 New
STMM
558
South Texas Money Management
Texas
$303K +$297K +12,930 New
MCM
559
Murphy Capital Management
New Jersey
$302K -$24.8K -1,080 -8%
CSIC
560
Clifford Swan Investment Counsel
California
$299K -$13.8K -600 -4%
BWAM
561
Boyd Watterson Asset Management
Ohio
$295K
KC
562
KHP Capital
Oklahoma
$295K +$288K +12,564 New
HFA
563
Huber Financial Advisors
Illinois
$291K +$285K +12,432 New
FANJ
564
Financial Architects (New Jersey)
New Jersey
$287K +$5.23K +228 +2%
IF
565
Ironwood Financial
Arizona
$281K -$8.26K -360 -3%
SFS
566
Summit Financial Strategies
Ohio
$278K -$40.8K -1,776 -13%
PWAG
567
Polaris Wealth Advisory Group
California
$275K +$1.38K +60 +0.5%
CCM
568
Colorado Capital Management
Colorado
$270K -$4.41K -192 -2%
SIAP
569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$264K
BC
570
Brinker Capital
Pennsylvania
$261K -$7.71K -336 -3%
CC
571
Courier Capital
New York
$261K -$3.03K -132 -1%
VHAM
572
Van Hulzen Asset Management
California
$261K +$8.13K +354 +3%
SAM
573
Solaris Asset Management
New York
$259K +$76.3K +3,324 +43%
EA
574
Elm Advisors
California
$258K -$29.6K -1,290 -10%
BCM
575
Becker Capital Management
Oregon
$258K -$10.5K -456 -4%

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.