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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
RIA
151
Regal Investment Advisors
Michigan
$4.8M +$30.4K +1,542 +0.7%
TYCC
152
Texas Yale Capital Corp
Florida
$4.73M -$283K -14,364 -6%
MA
153
MCF Advisors
Kentucky
$4.62M -$5.76M -292,224 -56%
CTC
154
Central Trust Company
Missouri
$4.6M +$20.5K +1,038 +0.5%
FAG
155
Financial Advisory Group
Texas
$4.57M -$261K -13,212 -6%
PFA
156
Paradigm Financial Advisors
Missouri
$4.5M +$318K +16,122 +8%
JP Morgan Chase
157
JP Morgan Chase
New York
$4.44M +$609K +30,858 +16%
BPB
158
Badgley, Phelps & Bell
Washington
$4.33M +$186K +9,444 +5%
PA
159
Probity Advisors
Texas
$4.33M +$359K +18,222 +9%
PMG
160
ProVise Management Group
Florida
$4.2M +$402K +20,400 +11%
Comerica Bank
161
Comerica Bank
Texas
$4.16M +$1.16M +58,962 +42%
JFG
162
JMG Financial Group
Illinois
$4.14M +$428K +21,714 +12%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$4.11M +$1.25M +63,150 +45%
IAA
164
Independent Advisor Alliance
North Carolina
$4M +$3.91M +198,138 New
LPL Financial
165
LPL Financial
California
$3.96M -$2.5M -126,738 -39%
LC
166
Lubar & Co
Wisconsin
$3.95M +$3.85M +195,000 New
OC
167
Oppenheimer & Co
New York
$3.92M -$45.3K -2,298 -1%
CAL
168
Capital Advisors Ltd
Ohio
$3.92M
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.85M +$1.14M +57,732 +44%
BRWA
170
B. Riley Wealth Advisors
Florida
$3.83M +$10.8K +546 +0.3%
FTS
171
Fifth Third Securities
Ohio
$3.71M +$1.66M +84,204 +85%
NEIRG
172
New England Investment & Retirement Group
Massachusetts
$3.56M +$170K +8,622 +5%
GA
173
GFS Advisors
Texas
$3.46M -$534K -27,078 -14%
GT
174
Glenmede Trust
Pennsylvania
$3.45M +$84.4K +4,278 +3%
FIM
175
Freedom Investment Management
Connecticut
$3.43M +$45.2K +2,292 +1%

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.