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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
WPW
601
Waldron Private Wealth
Pennsylvania
$231K
SMC
602
Smith, Moore & Co
Missouri
$231K +$226K +9,840 New
PWW
603
Pettyjohn Wood & White
Virginia
$230K
BFPW
604
BOK Financial Private Wealth
Colorado
$228K
SCA
605
Stillwater Capital Advisors
Pennsylvania
$226K +$413 +18 +0.2%
NA
606
NewEdge Advisors
Louisiana
$225K +$1.24K +54 +0.6%
BCA
607
Berman Capital Advisors
Georgia
$225K +$221K +9,618 New
CCMG
608
Clark Capital Management Group
Pennsylvania
$224K +$220K +9,570 New
UBS AM
609
UBS AM
Illinois
$223K
SPIA
610
Steward Partners Investment Advisory
New York
$222K -$24.8K -1,080 -10%
S
611
SignatureFD
Georgia
$218K
BHIA
612
Birch Hill Investment Advisors
Massachusetts
$217K +$213K +9,270 New
CRC
613
Curi RMB Capital
Illinois
$214K +$209K +9,126 New
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$212K
WAM
615
Wealthspire Advisors (Maryland)
Maryland
$211K -$58.4K -2,544 -22%
CIAS
616
Capital Investment Advisory Services
North Carolina
$206K -$244K -10,650 -55%
VFP
617
Verus Financial Partners
Virginia
$205K -$40.2K -1,752 -17%
WSFS
618
Wilmington Savings Fund Society
Delaware
$203K +$199K +8,670 New
DIA
619
Denver Investment Advisors
Colorado
$202K -$59.8K -2,604 -23%
BC
620
Bartlett & Co
Ohio
$202K +$138 +6 +0.1%
V
621
Veritable
Delaware
$202K +$198K +8,610 New
DBT
622
Dubuque Bank & Trust
Iowa
$189K -$12K -522 -6%
BBA
623
Braun-Bostich & Associates
Pennsylvania
$172K +$168K +7,332 New
SFSIG
624
San Francisco Sentry Investment Group
California
$169K +$108K +4,716 +188%
1IA
625
1834 Investment Advisors
Wisconsin
$169K +$165K +7,200 New

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.