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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
ZB
201
Zions Bancorporation
Utah
$3.13M
HCIA
202
Hochman Cole Investment Advisors
Illinois
$3.09M -$60.4K -2,778 -2%
GA
203
GFS Advisors
Texas
$3.07M -$144K -6,642 -5%
EWA
204
Exencial Wealth Advisors
Oklahoma
$3.06M +$28.7K +1,320 +1%
RA
205
RFG Advisory
Alabama
$3.02M +$2.96M +136,152 New
ACS
206
Archford Capital Strategies
Illinois
$3M +$1.13M +52,062 +62%
AIS
207
Accurate Investment Solutions
Pennsylvania
$3M -$481K -22,110 -14%
BA
208
Bristlecone Advisors
Washington
$2.99M +$97.4K +4,482 +3%
AWM
209
AE Wealth Management
Kansas
$2.97M +$548K +25,194 +23%
SI
210
Stephens Inc
Arkansas
$2.92M +$46.4K +2,136 +2%
SWP
211
Stratos Wealth Partners
Ohio
$2.9M +$333K +15,324 +13%
Northern Trust
212
Northern Trust
Illinois
$2.88M +$209K +9,600 +8%
GRP
213
Global Retirement Partners
California
$2.87M +$559K +25,698 +25%
CB
214
Commerce Bank
Missouri
$2.87M +$735K +33,792 +35%
CCWA
215
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.82M +$1.04K +48 +0%
SSI
216
Scott & Selber Inc
Texas
$2.69M +$6.26K +288 +0.2%
AAM
217
Aureus Asset Management
Massachusetts
$2.68M
JIC
218
Johnson Investment Counsel
Ohio
$2.66M +$153K +7,044 +6%
MC
219
Mathes Company
New York
$2.64M +$261K +12,000 +11%
HCM
220
Hollencrest Capital Management
California
$2.62M +$14.7K +678 +0.6%
DCM
221
Donaldson Capital Management
Indiana
$2.57M +$236K +10,872 +10%
PMFA
222
Plante Moran Financial Advisors
Michigan
$2.54M +$47.6K +2,190 +2%
FAAS
223
First Allied Advisory Services
California
$2.5M +$31.8K +1,464 +1%
NB
224
Nicolet Bankshares
Wisconsin
$2.5M +$133K +6,138 +6%
BMCM
225
Bryn Mawr Capital Management
Pennsylvania
$2.5M +$64.4K +2,964 +3%

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.