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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
QAM
676
QCI Asset Management
New York
$31K
NSIM
677
North Star Investment Management
Illinois
$29K
FPFS
678
First Personal Financial Services
North Carolina
$27K +$9.92K +432 +61%
PCTC
679
Perkins Coie Trust Company
Washington
$25K -$4.82K -210 -16%
VFA
680
Valeo Financial Advisors
Indiana
$23K
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$138 +6 +0.7%
Barclays
682
Barclays
United Kingdom
$19K -$564K -24,552 -97%
TWA
683
TCI Wealth Advisors
Arizona
$19K
PA
684
Perennial Advisors
New York
$18K
SFC
685
SYM Financial Corp
Indiana
$18K +$17.5K +762 New
AWM
686
Aevitas Wealth Management
Massachusetts
$18K +$17.9K +780 New
HI
687
Hudock Inc
Pennsylvania
$17K
PGWM
688
Parisi Gray Wealth Management
New Jersey
$17K +$16.4K +714 New
PCG
689
Private Capital Group
Connecticut
$16.7K +$16.3M +710,382 New
YWP
690
YorkBridge Wealth Partners
New York
$16K
AWA
691
Acorn Wealth Advisors
Michigan
$16K +$15.3K +666 New
TSW
692
Thompson Siegel & Walmsley
Virginia
$15K
LA
693
Legacy Advisors
Pennsylvania
$14K -$204K -8,886 -94%
WAS
694
WESPAC Advisors SoCal
California
$14K -$13.8K -600 -50%
PFSC
695
Peoples Financial Services Corp
Pennsylvania
$14K
TRCT
696
Tower Research Capital (TRC)
New York
$14K +$13.8K +600 New
CB
697
CNB Bank
Pennsylvania
$14K +$14K +612 New
CCM
698
Cribstone Capital Management
Maine
$13K -$1.38K -60 -10%
PSW
699
Portfolio Strategies (Washington)
Washington
$13K
BCM
700
Blume Capital Management
California
$11K

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.