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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
ABFS
576
Appropriate Balance Financial Services
Washington
$19.3K +$76.4K +3,648 +33%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$126 +6 +0.7%
PA
578
Perennial Advisors
New York
$17K
MIM
579
Macroview Investment Management
Maryland
$17K +$16.3K +780 New
GEA
580
Glen Eagle Advisors
New Jersey
$16.8K
HI
581
Hudock Inc
Pennsylvania
$15K
YWP
582
YorkBridge Wealth Partners
New York
$15K
PFSC
583
Peoples Financial Services Corp
Pennsylvania
$13K
TSW
584
Thompson Siegel & Walmsley
Virginia
$13K +$13.3K +636 New
LA
585
Legacy Advisors
Pennsylvania
$12K
CBT
586
Capital Bank & Trust
California
$9K +$8.67K +414 New
AIP
587
Ameritas Investment Partners
Nebraska
$8K -$126 -6 -2%
PRS
588
Pinkerton Retirement Specialists
Idaho
$8K +$7.79K +372 New
IIC
589
Integrated Investment Consultants
Michigan
$7K
BBHC
590
Brown Brothers Harriman & Co
New York
$6K -$25.1K -1,200 -80%
EWM
591
Endurance Wealth Management
Rhode Island
$6K
RBA
592
Richard Bernstein Advisors
New York
$2K
CCM
593
Cribstone Capital Management
Maine
$1K
EK
594
Evensky & Katz
Florida
$1K
RFM
595
Royal Fund Management
Florida
$1K
MRCM
596
M&R Capital Management
New Jersey
$1K +$1.26K +60 New
IWM
597
IHT Wealth Management
Illinois
$2 +$532K +25,380 +64%
Two Sigma Investments
598
Two Sigma Investments
New York
-$6.64M -327,600 Closed
IAA
599
Independent Advisor Alliance
North Carolina
-$4M -198,138 Closed
CS
600
Credit Suisse
Switzerland
-$1.91M -94,062 Closed

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.