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Vanguard Growth ETF

563 hedge funds and large institutions have $14.7B invested in Vanguard Growth ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 31

58% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.74M

57% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 149

10% more capital invested

Capital invested by funds: $13.3B → $14.7B (+$1.32B)

8% more funds holding

Funds holding: 520563 (+43)

6% more funds holding in top 10

Funds holding in top 10: 7984 (+5)

3.63% less ownership

Funds ownership: 348.99%345.36% (-3.6%)

Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.02%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
78
Increased
234
Reduced
149
Closed
31
Calls
$2.76M
Puts
$1.74M
Net Calls
+$1.02M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$35.3M +$1.02M +51,918 +3%
ICOA
52
Investment Centers of America
North Dakota
$35.2M +$1.62M +82,332 +5%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.8M +$2.77M +140,538 +9%
WA
54
Waverly Advisors
Alabama
$32.4M +$285K +14,442 +0.9%
MFW
55
Mosaic Family Wealth
Missouri
$30.6M +$1.61M +81,474 +6%
MWM
56
Mission Wealth Management
California
$30.4M -$1.31M -66,264 -4%
MIS
57
Morningstar Investment Services
Illinois
$29.8M +$29M +1,468,914 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$29.5M +$3.4M +172,500 +13%
IWA
59
Inspirion Wealth Advisors
Illinois
$29.2M +$2.01M +101,934 +8%
IA
60
Independence Advisors
Pennsylvania
$28.7M -$467K -23,694 -2%
FPIS
61
Financial Planning & Information Services
Wisconsin
$28.4M +$116K +5,904 +0.4%
SFSG
62
Stearns Financial Services Group
North Carolina
$28.1M -$1.67M -84,840 -6%
ECM
63
Evergreen Capital Management
Washington
$27.1M -$3.52M -178,368 -12%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$26.8M -$2.4M -121,824 -8%
GFPC
65
Global Financial Private Capital
Florida
$26.3M +$25.6M +1,295,400 New
JMPWA
66
JP Morgan Private Wealth Advisors
California
$25.9M +$1.55M +78,510 +7%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$25.4M +$700K +35,502 +3%
IA
68
IndexIQ Advisors
New York
$23.1M +$8.31M +421,188 +59%
Stifel Financial
69
Stifel Financial
Missouri
$22M +$2.98M +151,044 +16%
Members Trust
70
Members Trust
Florida
$21.2M +$20.6M +1,044,984 New
SFG
71
Sage Financial Group
Pennsylvania
$20.2M +$1.41M +71,604 +8%
PA
72
Planning Alternatives
Michigan
$20M -$480K -24,324 -2%
AIS
73
American Investment Services
Massachusetts
$20M +$358K +18,138 +2%
NFG
74
Nadler Financial Group
Illinois
$19.5M +$1.13M +57,078 +6%
Truist Financial
75
Truist Financial
North Carolina
$19.5M -$247K -12,528 -1%

VUG Hedge Fund Activity: Q1 2017 in Review

563 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2017, worth a combined $14.7B — up 9.9% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VUG positions and 31 closed out — a net gain of 47 holders — while 234 added to existing stakes and 149 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $437M.

  • 563 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2017, up from 520 in Q4 2016.
  • Funds reported $14.7B of Vanguard Growth ETF stock for Q1 2017, up 9.9% quarter-over-quarter.
  • 78 funds opened new Vanguard Growth ETF positions in Q1 2017 and 31 closed out, a net change of +47 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2017 was UBS Group, an estimated $163M added.
  • The largest Vanguard Growth ETF seller in Q1 2017 was Bank of America, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2017.