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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
GEA
701
Glen Eagle Advisors
New Jersey
$9.28K
AIP
702
Ameritas Investment Partners
Nebraska
$9K
EWM
703
Endurance Wealth Management
Rhode Island
$7K
RIA
704
RPG Investment Advisory
California
$4K +$3.44K +150 New
OWA
705
One Wealth Advisors
California
$4K +$3.58K +156 New
RFM
706
Royal Fund Management
Florida
$2K -$551 -24 -21%
BWL
707
Bogart Wealth LLC
Virginia
$1K
EK
708
Evensky & Katz
Florida
$1K
TFA
709
Transamerica Financial Advisors
Florida
$1K
AMCA
710
Arthur M. Cohen & Associates
Illinois
$257 +$220K +9,588 New
ICOA
711
Investment Centers of America
North Dakota
-$41.2M -1,861,272 Closed
QA
712
Quantitative Advantage
Minnesota
-$28.4M -1,283,226 Closed
Jane Street
713
Jane Street
New York
-$13.6M -614,814 Closed
AA
714
Advisory Alpha
Michigan
-$13.7M -596,940 Closed
BFG
715
Barber Financial Group
Kansas
-$9.37M -423,612 Closed
LC
716
Lubar & Co
Wisconsin
-$4.31M -195,000 Closed
SIA
717
Starfire Investment Advisers
Michigan
-$972K -43,974 Closed
TSS
718
Two Sigma Securities
New York
-$903K -40,836 Closed
WCF
719
West Coast Financial
California
-$408K -18,450 Closed
CCFCSB
720
Cape Cod Five Cents Savings Bank
Massachusetts
-$252K -11,370 Closed
SBIA
721
Sheaff Brock Investment Advisors
Indiana
-$246K -11,124 Closed
CWM
722
Calamos Wealth Management
Illinois
-$245K -11,088 Closed
CBU
723
CIBC Bank USA
Illinois
-$229K -10,362 Closed
MI
724
Moneywise Inc
Virginia
-$211K -9,552 Closed
AWMG
725
Alliance Wealth Management Group
New Jersey
-$209K -9,342 Closed

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.