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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
AP
576
Atwood & Palmer
Missouri
-$312K -16,800 Closed
Edgewood Management
577
Edgewood Management
Connecticut
-$276K -14,838 Closed
MML Investors Services
578
MML Investors Services
Massachusetts
-$260K -13,968 Closed
SFS
579
Summit Financial Strategies
Ohio
-$254K -13,650 Closed
CIM
580
Cetera Investment Management
California
-$226K -12,144 Closed
CAM
581
Concorde Asset Management
Michigan
-$225K -12,090 Closed
PWW
582
Pettyjohn Wood & White
Virginia
-$205K -11,010 Closed
RGIA
583
Rainier Group Investment Advisory
Washington
-$201K -10,800 Closed
TCM
584
Telos Capital Management
California
-$200K -10,740 Closed
SIG
585
Stanford Investment Group
California
-$130K -6,990 Closed
AA
586
Ancora Advisors
Ohio
-$119K -6,414 Closed
BMM
587
Buffington Mohr McNeal
Idaho
-$101K -5,448 Closed
IWA
588
IBEX Wealth Advisors
New Jersey
-$26K -1,350 Closed
PSUF
589
People's United Financial
Connecticut
-$20K -1,098 Closed
ADL
590
Asset Dedication LLC
California
-$13K -684 Closed
CWM
591
Catamount Wealth Management
Connecticut
-$12K -654 Closed
PRS
592
Pinkerton Retirement Specialists
Idaho
-$10K -540 Closed
KIG
593
Kessler Investment Group
Indiana
-$6K -300 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.