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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
SQA
151
Simon Quick Advisors
New Jersey
$7.42M +$145K +6,648 +2%
AllianceBernstein
152
AllianceBernstein
Tennessee
$7.41M +$86.5K +3,978 +1%
JFA
153
Johanson Financial Advisors
California
$7.38M +$413K +19,002 +6%
CWM
154
Cornerstone Wealth Management
Missouri
$7.02M +$50K +2,298 +0.7%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.93M +$840K +38,634 +14%
GP
156
Girard Partners
Pennsylvania
$6.85M +$506K +23,268 +8%
BRWA
157
B. Riley Wealth Advisors
Florida
$6.73M +$2.33M +107,028 +54%
SAMC
158
Spectrum Asset Management (California)
California
$6.61M +$294K +13,500 +5%
BRF
159
B. Riley Financial
California
$5.81M +$5.37M +247,008 +1,597%
BCM
160
BTC Capital Management
Iowa
$5.76M -$139K -6,390 -2%
PA
161
Paracle Advisors
Washington
$5.75M -$393K -18,060 -6%
OPCM
162
Osborne Partners Capital Management
California
$5.69M -$91.6K -4,212 -2%
LFG
163
LifePlan Financial Group
Ohio
$5.66M +$199K +9,144 +4%
BC
164
Burney Company
Virginia
$5.63M +$1.96M +89,922 +54%
NFG
165
Noven Financial Group
Colorado
$5.6M +$5.5M +253,056 New
CS
166
Comerica Securities
Michigan
$5.53M +$1.13M +52,062 +26%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$5.28M +$3.79M +174,306 +356%
TYCC
168
Texas Yale Capital Corp
Florida
$5.24M +$783 +36 +0%
RIA
169
Regal Investment Advisors
Michigan
$5.2M -$73.8K -3,396 -1%
PFA
170
Paradigm Financial Advisors
Missouri
$5.13M +$280K +12,876 +6%
BTS
171
BB&T Securities
Virginia
$5.07M +$2.05M +94,266 +70%
PA
172
Probity Advisors
Texas
$4.83M +$12.3K +564 +0.3%
MA
173
MCF Advisors
Kentucky
$4.76M +$6.91K +318 +0.1%
SB
174
Simmons Bank
Arkansas
$4.7M -$112K -5,136 -2%
FAG
175
Financial Advisory Group
Texas
$4.69M -$250K -11,502 -5%

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.