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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
AA
101
Advisory Alpha
Michigan
$11.6M -$96.1K -4,872 -0.8%
SAM
102
Silvercrest Asset Management
New York
$11.1M +$1.43M +72,720 +15%
TCM
103
TD Capital Management
Tennessee
$11.1M -$392K -19,890 -4%
IA
104
IFP Advisors
Florida
$11M -$1.24M -62,748 -10%
SEIA
105
Signature Estate & Investment Advisors
California
$11M +$1.23M +62,502 +13%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$10.6M +$1.86M +94,494 +22%
CA
107
Cetera Advisors
Colorado
$10.4M +$920K +46,620 +10%
SFM
108
Signet Financial Management
New Jersey
$10.3M +$1.07M +54,480 +12%
CB
109
Chemical Bank
Michigan
$10.2M -$189K -9,588 -2%
AG
110
Advisor Group
Arizona
$10.2M +$2.49M +126,210 +34%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$10.2M -$214K -10,830 -2%
MBTD
112
Mechanics Bank - Trust Department
California
$10.1M -$377K -19,110 -4%
SIAS
113
Shine Investment Advisory Services
Colorado
$9.98M +$126K +6,408 +1%
CCA
114
Clearwater Capital Advisors
Illinois
$9.71M -$47.5K -2,406 -0.5%
SFWA
115
Summit Financial Wealth Advisors
Louisiana
$9.65M +$1.09M +55,092 +13%
FA
116
FDx Advisors
Illinois
$9.42M +$1.37M +69,474 +18%
NL
117
NWAM LLC
Washington
$9.41M +$397K +20,100 +5%
SWM
118
SVA Wealth Management
Wisconsin
$9.27M -$448K -22,686 -5%
AAP
119
Arax Advisory Partners
Colorado
$9.15M +$541K +27,438 +6%
NPC
120
National Planning Corporation
California
$8.88M -$305K -15,468 -3%
APSP
121
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.66M +$378K +19,158 +5%
FAN
122
Financial Advisors Network
California
$8.57M +$779K +39,492 +11%
WHG
123
Westwood Holdings Group
Texas
$8.56M +$8.33M +422,400 New
CPIG
124
Chicago Partners Investment Group
Illinois
$8.49M +$1.9M +96,498 +30%
SBSB
125
Sullivan, Bruyette, Speros & Blaney
Virginia
$7.94M -$2.36M -119,676 -23%

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.