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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
FCI
201
Financial Counselors Inc
Kansas
$4.3M -$458K -19,974 -10%
WAAG
202
Wealth Alliance Advisory Group
Kansas
$4.21M +$4.12M +179,670 New
JFG
203
JMG Financial Group
Illinois
$4.14M -$108K -4,692 -3%
LNC
204
Lincoln National Corp
Pennsylvania
$4.14M +$2.11M +92,136 +109%
Betterment LLC
205
Betterment LLC
New York
$4.08M +$597K +26,022 +18%
DC
206
Davenport & Co
Virginia
$4.02M -$625K -27,210 -14%
FHA
207
Flagship Harbor Advisors
Massachusetts
$4M +$110K +4,800 +3%
MIAN
208
Mariner Independent Advisor Network
Kansas
$3.97M +$3.89M +169,290 New
SBSB
209
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.91M -$10.3K -450 -0.3%
PA
210
Probity Advisors
Texas
$3.88M -$1.22M -53,124 -24%
SCP
211
Silverleafe Capital Partners
Tennessee
$3.71M +$3.64M +158,448 New
IAA
212
Ironsides Asset Advisors
North Carolina
$3.71M
SWM
213
Segment Wealth Management
Texas
$3.66M
AC
214
Avestar Capital
New York
$3.61M +$3.53M +153,642 New
GRP
215
Global Retirement Partners
California
$3.56M +$507K +22,074 +17%
REMPR
216
Roof Eidam Maycock Peralta (REMP)
California
$3.52M -$2.75K -120 -0.1%
MC
217
Mathes Company
New York
$3.44M +$627K +27,300 +23%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$3.43M -$836K -36,432 -20%
SI
219
Stephens Inc
Arkansas
$3.43M +$322K +14,016 +11%
A
220
AdvicePeriod
California
$3.42M +$3.35M +145,854 New
AWM
221
AE Wealth Management
Kansas
$3.38M +$225K +9,792 +7%
CCA
222
Checchi Capital Advisers
California
$3.35M +$2.96M +128,784 +906%
HPC
223
Hobart Private Capital
North Carolina
$3.3M +$3.24M +140,976 New
Millennium Management
224
Millennium Management
New York
$3.22M +$2.62M +114,180 +489%
BA
225
Bristlecone Advisors
Washington
$3.2M +$30.4K +1,326 +1%

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.