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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
PFA
176
Paradigm Financial Advisors
Missouri
$5.5M +$64.3K +2,802 +1%
Loomis, Sayles & Company
177
Loomis, Sayles & Company
Massachusetts
$5.5M +$5.29M +230,286 +5,258%
ACS
178
Archford Capital Strategies
Illinois
$5.43M +$2.2M +95,658 +70%
PFA
179
Pinnacle Family Advisors
Missouri
$5.37M +$5.26M +229,230 New
RIA
180
Regal Investment Advisors
Michigan
$5.37M -$135K -5,898 -3%
FAIM
181
Financial Advocates Investment Management
Washington
$5.33M +$5.21M +227,154 New
LRIA
182
Leonard Rickey Investment Advisors
Washington
$5.12M +$5.02M +218,580 New
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$5.07M -$164K -7,134 -3%
C
184
Clearshares
New York
$5.06M +$4.9M +213,624 New
JP Morgan Chase
185
JP Morgan Chase
New York
$5.04M +$535K +23,286 +12%
FTS
186
Fifth Third Securities
Ohio
$5.03M +$147K +6,396 +3%
BRF
187
B. Riley Financial
California
$4.98M -$1.15M -50,166 -19%
MA
188
MCF Advisors
Kentucky
$4.98M -$63.2K -2,754 -1%
SB
189
Simmons Bank
Arkansas
$4.86M -$115K -5,028 -2%
HB
190
Homrich & Berg
Georgia
$4.84M +$3.9M +170,040 +466%
FAG
191
Financial Advisory Group
Texas
$4.84M -$125K -5,436 -3%
CTC
192
Central Trust Company
Missouri
$4.81M +$345K +15,030 +8%
FSA
193
Financial Services Advisory
Maryland
$4.78M +$4.68M +203,742 New
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$4.66M +$2.35M +102,300 +106%
CAL
195
Capital Advisors Ltd
Ohio
$4.55M
OC
196
Oppenheimer & Co
New York
$4.46M -$93.5K -4,074 -2%
PMG
197
ProVise Management Group
Florida
$4.46M -$141K -6,144 -3%
NEIRG
198
New England Investment & Retirement Group
Massachusetts
$4.39M -$227K -9,882 -5%
RA
199
RFG Advisory
Alabama
$4.38M +$1.14M +49,716 +37%
Fiera Capital (Canada)
200
Fiera Capital (Canada)
Quebec, Canada
$4.36M +$590K +25,710 +16%

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.