We are live on ! Find out more
VUG icon

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
FNB
626
Farmers National Bank
Kentucky
$168K
LC
627
Landaas & Company
Wisconsin
$162K
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$161K
KBFS
629
Kohmann Bosshard Financial Services
Ohio
$159K
WEC
630
Winslow Evans & Crocker
Massachusetts
$151K +$9.64K +420 +7%
HWP
631
Hefty Wealth Partners
Indiana
$147K -$275 -12 -0.2%
VIA
632
Vantage Investment Advisors
Pennsylvania
$142K
AIM
633
Acropolis Investment Management
Missouri
$137K +$134K +5,826 New
KPCM
634
Kings Point Capital Management
New York
$133K
LIA
635
LS Investment Advisors
Michigan
$132K
PS
636
Portfolio Solutions
Michigan
$127K
KJWM
637
Kiley Juergens Wealth Management
Washington
$124K +$122K +5,304 New
RWA
638
Ropes Wealth Advisors
Massachusetts
$116K -$45.2K -1,968 -28%
SWMG
639
Signature Wealth Management Group
Georgia
$111K +$108K +4,716 New
TDC
640
Thompson Davis & Co
Virginia
$108K +$1.24K +54 +1%
BRC
641
Bell Rock Capital
Delaware
$107K -$34.6K -1,506 -25%
VCM
642
Vigilant Capital Management
Maine
$101K +$98.9K +4,308 New
PFBT
643
Parkside Financial Bank & Trust
Missouri
$99K +$97.1K +4,230 New
FGC
644
Financial Gravity Companies
Texas
$95K +$87.3K +3,804 New
GSC
645
G&S Capital
Colorado
$90K +$88.6K +3,858 New
BWM
646
Baystate Wealth Management
Massachusetts
$89K
WAP
647
Wealthcare Advisory Partners
Pennsylvania
$88K -$1.79K -78 -2%
VCM
648
Virtue Capital Management
Tennessee
$87K +$85.7K +3,732 New
EWM
649
Evercore Wealth Management
New York
$86K -$96.3K -4,194 -53%
HDIM
650
Hanson & Doremus Investment Management
Vermont
$86K

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.