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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
FNT
576
First National Trust
Pennsylvania
$258K -$5.65K -246 -2%
FFWA
577
FRG Family Wealth Advisors
Washington
$258K
WBG
578
Wharton Business Group
Pennsylvania
$254K
AIM
579
Advantage Investment Management
Iowa
$254K +$31.5K +1,374 +15%
RC
580
RegentAtlantic Capital
New Jersey
$253K -$413 -18 -0.2%
HPWM
581
Highland Private Wealth Management
Washington
$253K
HA
582
Harborview Advisors
Maine
$251K +$245K +10,692 New
SCM
583
Stonehearth Capital Management
Massachusetts
$248K
RC
584
Roundview Capital
New Jersey
$247K +$242K +10,542 New
BFG
585
Bouchey Financial Group
New York
$246K
AIP
586
Almanack Investment Partners
Pennsylvania
$244K +$15K +654 +7%
HFS
587
HL Financial Services
Kentucky
$243K -$1.38K -60 -0.6%
SMH
588
Sanders Morris Harris
Texas
$240K
GLA
589
Good Life Advisors
Pennsylvania
$239K +$18.2K +792 +9%
LPT
590
Legacy Private Trust
Wisconsin
$238K -$24.4K -1,062 -9%
LWA
591
Lenox Wealth Advisors
New York
$238K +$233K +10,146 New
AIM
592
Anchor Investment Management
South Carolina
$237K +$4.82K +210 +2%
W
593
WealthShield
North Carolina
$235K +$228K +9,930 New
WP
594
WealthShield Partners
North Carolina
$235K +$228K +9,930 New
W
595
Wealthfront
California
$234K -$2.34K -102 -1%
CM
596
Capital Management
Virginia
$233K -$2.07K -90 -0.9%
Jennison Associates
597
Jennison Associates
New York
$233K +$228K +9,954 New
FB
598
Fulton Bank
Pennsylvania
$232K
MLFP
599
MPS Loria Financial Planners
Illinois
$232K +$275 +12 +0.1%
TCM
600
Twele Capital Management
Minnesota
$231K

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.