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Vanguard Growth ETF

614 hedge funds and large institutions have $18.2B invested in Vanguard Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 252 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

45.04% more ownership

Funds ownership: 329.22%374.26% (+45%)

33% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 190

21% more capital invested

Capital invested by funds: $15.1B → $18.2B (+$3.15B)

12% more funds holding in top 10

Funds holding in top 10: 8494 (+10)

3% more funds holding

Funds holding: 597614 (+17)

55% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $5.97M

Holders
614
Holders Change
+17
Holders Change %
+2.85%
% of All Funds
15.31%
Holding in Top 10
94
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.9%
% of All Funds
2.34%
New
45
Increased
252
Reduced
190
Closed
24
Calls
$2.68M
Puts
$5.97M
Net Calls
-$3.3M
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$43.6M +$42.9M +1,972,440 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$42.7M +$376K +17,292 +0.9%
Mariner
53
Mariner
Kansas
$42.4M +$406K +18,684 +1%
GFPC
54
Global Financial Private Capital
Florida
$42.4M +$8.85M +406,950 +27%
CF
55
Corrigan Financial
Rhode Island
$41.7M +$308K +14,166 +0.8%
ICOA
56
Investment Centers of America
North Dakota
$41.2M +$687K +31,608 +2%
CA
57
Cambridge Associates
Massachusetts
$37.7M +$18.2M +838,746 +97%
FA
58
FDx Advisors
Illinois
$37.3M +$24.1M +1,106,910 +192%
MFW
59
Mosaic Family Wealth
Missouri
$35.7M +$250K +11,496 +0.7%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M -$3.22M -147,984 -8%
CHP
61
Cable Hill Partners
Oregon
$34.9M +$492K +22,608 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$34.5M +$1.24M +56,838 +4%
IWA
63
Inspirion Wealth Advisors
Illinois
$32.7M +$719K +33,072 +2%
JA
64
JOYN Advisors
Georgia
$32.7M +$3.51M +161,532 +12%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$32M -$1.21M -55,788 -4%
CM
66
Cornerstone Management
Georgia
$31.6M -$696K -32,034 -2%
IA
67
Independence Advisors
Pennsylvania
$31.5M -$76.8K -3,534 -0.2%
IA
68
IndexIQ Advisors
New York
$31.5M +$30.4M +1,399,488 +5,769%
MWM
69
Mission Wealth Management
California
$31.5M -$475K -21,834 -2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$31.3M -$780K -35,898 -2%
GC
71
Grimes & Company
Massachusetts
$31M -$787K -36,204 -3%
LA
72
LVW Advisors
New York
$30.1M -$15.5M -710,940 -34%
FPIS
73
Financial Planning & Information Services
Wisconsin
$29.4M -$751K -34,524 -3%
SFSG
74
Stearns Financial Services Group
North Carolina
$28.9M -$1.31M -60,144 -4%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$28.4M +$408K +18,786 +1%

VUG Hedge Fund Activity: Q3 2017 in Review

614 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2017, worth a combined $18.2B — up 21% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VUG positions and 24 closed out — a net gain of 21 holders — while 252 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $1.47B. The largest seller was Fidelity Investments, cutting an estimated $22.5M.

  • 614 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2017, up from 597 in Q2 2017.
  • Funds reported $18.2B of Vanguard Growth ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 45 funds opened new Vanguard Growth ETF positions in Q3 2017 and 24 closed out, a net change of +21 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2017 was Bank of America, an estimated $1.47B added.
  • The largest Vanguard Growth ETF seller in Q3 2017 was Fidelity Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2017.