We are live on ! Find out more
VUG icon

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
AAP
126
Arax Advisory Partners
Colorado
$13.6M +$785K +34,212 +6%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$13.6M -$4.19M -182,400 -24%
ACM
128
AlphaStar Capital Management
North Carolina
$13.2M -$661K -28,794 -5%
CWM
129
Cranbrook Wealth Management
Michigan
$13.2M -$432K -18,810 -3%
CTB
130
Country Trust Bank
Illinois
$13.1M +$310K +13,506 +2%
FAN
131
Financial Advisors Network
California
$12.9M +$3.22M +140,418 +34%
TA
132
TMD & Associates
Arizona
$12.9M -$227K -9,894 -2%
TCM
133
TD Capital Management
Tennessee
$12.6M -$116K -5,034 -0.9%
SAM
134
Silvercrest Asset Management
New York
$11.8M -$966K -42,102 -8%
CB
135
Chemical Bank
Michigan
$11.4M -$108K -4,722 -1%
VFA
136
Voya Financial Advisors
Connecticut
$11.1M -$880K -38,334 -8%
SIAS
137
Shine Investment Advisory Services
Colorado
$11.1M -$58.5K -2,550 -0.5%
MBTD
138
Mechanics Bank - Trust Department
California
$10.9M -$388K -16,890 -4%
NL
139
NWAM LLC
Washington
$10.8M -$126K -5,490 -1%
HWA
140
HCR Wealth Advisors
California
$10.7M +$2.14M +93,018 +26%
SWM
141
SVA Wealth Management
Wisconsin
$10M -$309K -13,452 -3%
SQA
142
Simon Quick Advisors
New Jersey
$9.88M +$1.36M +59,148 +18%
CCA
143
Clearwater Capital Advisors
Illinois
$9.81M -$1.09M -47,460 -10%
SFG
144
SNS Financial Group
Minnesota
$9.58M +$500K +21,762 +6%
PAG
145
Private Advisor Group
New Jersey
$9.48M -$12.4M -538,098 -58%
APSP
146
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.38M -$204K -8,874 -2%
B
147
Bridgeworth
Alabama
$9.26M +$4.88M +212,574 +116%
BRWA
148
B. Riley Wealth Advisors
Florida
$9.16M +$1.98M +86,382 +28%
VC
149
Vestor Capital
Illinois
$9.11M -$7.99K -348 -0.1%
WLIM
150
White Lighthouse Investment Management
Massachusetts
$9M +$8.81M +383,910 New

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.