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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
CA
101
Cetera Advisors
Colorado
$16.6M +$325K +14,928 +2%
CPA
102
Capital Planning Advisors
California
$16.3M -$61K -2,808 -0.4%
BFA
103
Beaumont Financial Advisors
Massachusetts
$15.9M -$122K -5,622 -0.8%
AG
104
Advisor Group
Arizona
$15.6M +$2.22M +102,060 +17%
SFWA
105
Summit Financial Wealth Advisors
Louisiana
$15.4M +$1.27M +58,608 +9%
NPC
106
National Planning Corporation
California
$14.4M +$5.07M +233,310 +56%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$14.4M +$123K +5,640 +0.9%
SFM
108
Signet Financial Management
New Jersey
$14.3M +$1.73M +79,764 +14%
CFB
109
Cullen/Frost Bankers
Texas
$14.2M +$10K +462 +0.1%
US Bancorp
110
US Bancorp
Minnesota
$14.2M +$5.58M +256,668 +67%
SEIA
111
Signature Estate & Investment Advisors
California
$14.1M +$594K +27,324 +4%
KFA
112
Kays Financial Advisory
Georgia
$14.1M +$260K +11,940 +2%
Members Trust
113
Members Trust
Florida
$14M -$9.33M -429,084 -40%
CPIG
114
Chicago Partners Investment Group
Illinois
$13.8M +$2.98M +137,286 +28%
WIC
115
Woodmont Investment Counsel
Tennessee
$13.8M +$348K +16,002 +3%
AA
116
Advisory Alpha
Michigan
$13.7M +$144K +6,630 +1%
Jane Street
117
Jane Street
New York
$13.6M -$1.7M -78,312 -11%
FHA
118
First Horizon Advisors
Tennessee
$13.4M -$92.7K -4,266 -0.7%
BCIM
119
Bishop & Co Investment Management
Pennsylvania
$13.1M -$352K -16,170 -3%
Creative Planning
120
Creative Planning
Kansas
$13.1M -$590K -27,144 -4%
IA
121
IFP Advisors
Florida
$13.1M +$1.3M +59,826 +11%
ACM
122
AlphaStar Capital Management
North Carolina
$13.1M +$12.8M +590,076 +50,694%
AI
123
Atria Investments
North Carolina
$12.9M +$94.1K +4,326 +0.7%
CWM
124
Cranbrook Wealth Management
Michigan
$12.9M -$419K -19,260 -3%
TA
125
TMD & Associates
Arizona
$12.4M -$406K -18,654 -3%

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.