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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
MFS
126
Monetta Financial Services
Illinois
$7.67M
VC
127
Vestor Capital
Illinois
$7.65M -$26K -1,320 -0.3%
CAN
128
Cetera Advisor Networks
California
$7.18M +$1.91M +96,678 +37%
VFA
129
Voya Financial Advisors
Connecticut
$7.01M +$200K +10,152 +3%
WIC
130
Whitegate Investment Counselors
New Hampshire
$6.91M +$378K +19,146 +6%
Two Sigma Investments
131
Two Sigma Investments
New York
$6.64M +$6.46M +327,600 New
CWM
132
Cornerstone Wealth Management
Missouri
$6.21M +$182K +9,210 +3%
SQA
133
Simon Quick Advisors
New Jersey
$6.19M +$1.49M +75,732 +33%
FCI
134
Financial Counselors Inc
Kansas
$6.11M +$8.88K +450 +0.1%
US Bancorp
135
US Bancorp
Minnesota
$6.04M +$818K +41,448 +16%
SAMC
136
Spectrum Asset Management (California)
California
$6M -$20.7K -1,050 -0.4%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$5.9M -$103K -5,238 -2%
JFA
138
Johanson Financial Advisors
California
$5.85M +$5.37M +272,370 +1,648%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$5.84M -$15.7M -793,410 -73%
PA
140
Paracle Advisors
Washington
$5.7M -$174K -8,844 -3%
FFEC
141
First Financial Equity Corporation
Arizona
$5.62M +$5.47M +277,272 New
GP
142
Girard Partners
Pennsylvania
$5.58M +$772K +39,132 +17%
KP
143
Keel Point
Alabama
$5.47M +$607K +30,774 +13%
SB
144
Simmons Bank
Arkansas
$5.45M -$255K -12,906 -5%
BCM
145
BTC Capital Management
Iowa
$5.44M -$2.6K -132 -0%
OPCM
146
Osborne Partners Capital Management
California
$5.33M -$39.2K -1,986 -0.8%
SFG
147
SNS Financial Group
Minnesota
$5.32M +$5.17M +262,086 New
LFG
148
LifePlan Financial Group
Ohio
$5M -$56.7K -2,874 -1%
CA
149
Cambridge Associates
Massachusetts
$4.99M +$4.86M +246,162 New
Bessemer Group
150
Bessemer Group
New Jersey
$4.88M -$11.1M -561,426 -70%

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.