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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
Mariner
51
Mariner
Kansas
$46.3M +$1.34M +58,392 +3%
CF
52
Corrigan Financial
Rhode Island
$43.6M -$639K -27,822 -1%
MFW
53
Mosaic Family Wealth
Missouri
$43M +$5.01M +218,130 +14%
LA
54
LVW Advisors
New York
$42.9M +$10.7M +466,488 +34%
MIS
55
Morningstar Investment Services
Illinois
$42.5M -$4.78M -208,458 -10%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.3M +$3.65M +159,036 +10%
CA
57
Cambridge Associates
Massachusetts
$39.9M
GPW
58
GFS Private Wealth
Florida
$38.7M +$37.9M +1,651,044 New
CHP
59
Cable Hill Partners
Oregon
$38.2M +$364K +15,840 +1%
FA
60
FDx Advisors
Illinois
$38.1M -$1.3M -56,544 -3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$37.8M +$1.19M +51,816 +3%
SMA
62
Simply Money Advisors
Ohio
$37.2M +$7.24M +315,534 +25%
JA
63
JOYN Advisors
Georgia
$36.5M +$1.83M +79,914 +5%
PI
64
PFS Investments
Georgia
$36M +$32.8M +1,428,666 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$35.3M +$1.35M +58,944 +4%
IA
66
IndexIQ Advisors
New York
$35M +$1.61M +70,116 +5%
IWA
67
Inspirion Wealth Advisors
Illinois
$34.3M -$320K -13,938 -0.9%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$33.9M +$768K +33,480 +2%
IA
69
Independence Advisors
Pennsylvania
$33.5M +$149K +6,492 +0.5%
SI
70
SII Investments
Wisconsin
$33.5M -$37.8M -1,648,248 -54%
MWM
71
Mission Wealth Management
California
$32M -$1.31M -57,252 -4%
GC
72
Grimes & Company
Massachusetts
$31.9M -$1.02M -44,646 -3%
FPIS
73
Financial Planning & Information Services
Wisconsin
$30.6M -$596K -25,974 -2%
SFSG
74
Stearns Financial Services Group
North Carolina
$30.4M -$175K -7,632 -0.6%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$30.2M +$153K +6,678 +0.5%

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.