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Vanguard Growth ETF

597 hedge funds and large institutions have $15.1B invested in Vanguard Growth ETF in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 258 increasing their positions, 167 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 167

19% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $2.58M

6% more funds holding

Funds holding: 563597 (+34)

3% more capital invested

Capital invested by funds: $14.7B → $15.1B (+$410M)

0% more funds holding in top 10

Funds holding in top 10: 8484 (0)

16.14% less ownership

Funds ownership: 345.36%329.22% (-16%)

Holders
597
Holders Change
+34
Holders Change %
+6.04%
% of All Funds
14.88%
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.09%
New
57
Increased
258
Reduced
167
Closed
17
Calls
$3.06M
Puts
$2.58M
Net Calls
+$485K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.15B -$397M -18,965,076 -16%
EFS
2
Edelman Financial Services
Virginia
$1.51B -$19.5M -932,040 -1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.14B -$2.09M -99,690 -0.2%
UBS Group
4
UBS Group
Switzerland
$1.04B -$138M -6,579,468 -12%
Morgan Stanley
5
Morgan Stanley
New York
$974M +$29.5M +1,408,440 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$824M +$65M +3,105,042 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$573M -$14.8M -707,934 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$458M +$20.2M +964,584 +5%
Wells Fargo
9
Wells Fargo
California
$304M -$5.28M -252,036 -2%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$258M -$328M -15,665,118 -56%
TF
11
TIAA FSB
Florida
$256M +$254M +12,105,426 New
DADC
12
D.A. Davidson & Co
Montana
$251M +$10.8M +517,272 +5%
UCFA
13
United Capital Financial Advisors
Texas
$240M +$13M +621,192 +6%
LPL Financial
14
LPL Financial
California
$180M +$174M +8,312,514 +4,258%
Ameriprise
15
Ameriprise
Minnesota
$163M +$21M +1,000,902 +15%
AssetMark Inc
16
AssetMark Inc
California
$149M +$3.52M +168,006 +2%
Vanguard Group
17
Vanguard Group
Pennsylvania
$132M +$2.53M +120,936 +2%
Goldman Sachs
18
Goldman Sachs
New York
$126M +$807K +38,544 +0.7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$126M +$4.9M +233,778 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$119M +$16.7M +799,266 +17%
IAS
21
INR Advisory Services
Pennsylvania
$111M -$7.27M -347,058 -6%
MIH
22
Madison Investment Holdings
Wisconsin
$96.1M -$20.1M -957,324 -17%
William Blair & Company
23
William Blair & Company
Illinois
$93M +$11.8M +565,716 +15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$91.2M +$13.9M +663,936 +18%
Axa
25
Axa
France
$88.2M +$16.2M +775,200 +23%

VUG Hedge Fund Activity: Q2 2017 in Review

597 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2017, worth a combined $15.1B — up 2.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VUG positions and 17 closed out — a net gain of 40 holders — while 258 added to existing stakes and 167 trimmed.

The largest buyer was LPL Financial, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $397M.

  • 597 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $15.1B of Vanguard Growth ETF stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Vanguard Growth ETF positions in Q2 2017 and 17 closed out, a net change of +40 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $174M added.
  • The largest Vanguard Growth ETF seller in Q2 2017 was Bank of America, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2017.