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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
Bank of America
1
Bank of America
North Carolina
$2.45B -$437M -22,174,728 -16%
EFS
2
Edelman Financial Services
Virginia
$1.46B +$32.3M +1,639,728 +2%
UBS Group
3
UBS Group
Switzerland
$1.13B +$163M +8,240,208 +17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.1B +$9.91M +502,158 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$904M +$60.1M +3,044,502 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$726M +$37M +1,876,470 +6%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$564M +$19.9M +1,008,276 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$563M -$15.2M -768,360 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$419M +$9.77M +495,108 +2%
Wells Fargo
10
Wells Fargo
California
$296M +$4.95M +250,986 +2%
TCT
11
TIAA CREF Trust
Missouri
$242M +$5.09M +257,832 +2%
DADC
12
D.A. Davidson & Co
Montana
$230M -$5.84M -296,064 -3%
UCFA
13
United Capital Financial Advisors
Texas
$217M +$8.42M +427,002 +4%
AssetMark Inc
14
AssetMark Inc
California
$139M +$15.5M +783,708 +13%
Ameriprise
15
Ameriprise
Minnesota
$135M +$13.3M +675,144 +11%
Vanguard Group
16
Vanguard Group
Pennsylvania
$124M +$2.76M +139,686 +2%
Goldman Sachs
17
Goldman Sachs
New York
$120M +$2.4M +121,716 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$115M +$2.28M +115,332 +2%
IAS
19
INR Advisory Services
Pennsylvania
$114M -$1.69M -85,644 -2%
MIH
20
Madison Investment Holdings
Wisconsin
$111M -$112K -5,676 -0.1%
SEI Investments
21
SEI Investments
Pennsylvania
$97.6M +$5.39M +273,354 +6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$78.8M +$1.98M +100,524 +3%
William Blair & Company
23
William Blair & Company
Illinois
$76.9M +$6.06M +307,440 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$73.9M +$14.6M +739,266 +25%
Axa
25
Axa
France
$68.8M -$11.2M -570,000 -14%

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.