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
SBL
651
Sargent Bickham Lagudis
Colorado
$70K
CBT
652
Capital Bank & Trust
California
$70K +$58.8K +2,562 +619%
CG
653
Cutler Group
California
$70K +$68.9K +3,000 New
FRA
654
Front Row Advisors
California
$70K +$68.9K +3,000 New
HT
655
Heritage Trust
Oklahoma
$68K
RCA
656
Rowland Carmichael Advisors
Arizona
$60K
AFNAS
657
American Financial Network Advisory Services
California
$58K +$56.5K +2,460 New
NPC
658
National Planning Corporation
California
$52.6K -$14.9M -649,038 -100%
GI
659
Gradient Investments
Minnesota
$52K +$51.1K +2,226 New
OSNBOA
660
Old Second National Bank of Aurora
Illinois
$51K
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$48.4K -$7.02K -306 -13%
BC
662
Barnett & Company
Tennessee
$46K
FCB
663
First Command Bank
Texas
$44K
FCFS
664
First Command Financial Services
Texas
$44K
TIM
665
Tortoise Investment Management
New York
$43K
POIA
666
Pin Oak Investment Advisors
Texas
$43K +$42.6K +1,854 New
ECM
667
Exchange Capital Management
Michigan
$39K
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$38K
IFA
669
Interactive Financial Advisors
Illinois
$37K -$2.89K -126 -7%
JWA
670
JFS Wealth Advisors
Pennsylvania
$37K
AIS
671
Accurate Investment Solutions
Pennsylvania
$35K -$3.08M -134,184 -99%
Winslow Capital Management
672
Winslow Capital Management
Minnesota
$34K +$32.4K +1,410 +2,350%
SIS
673
Sound Income Strategies
Florida
$33K +$32.1K +1,398 New
RFWA
674
RPg Family Wealth Advisory
Massachusetts
$32.3K
ACM
675
Armbruster Capital Management
New York
$32K +$31.1K +1,356 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.