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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
Bank of America
1
Bank of America
North Carolina
$3.99B +$22M +957,252 +0.6%
EFS
2
Edelman Financial Services
Virginia
$1.68B -$19.1M -831,324 -1%
UBS Group
3
UBS Group
Switzerland
$1.28B +$54.1M +2,357,124 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.25B -$14.3M -623,850 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.08B +$6.33M +275,892 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$838M -$107M -4,641,900 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$596M -$16.1M -702,192 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$507M -$5.75M -250,674 -1%
Wells Fargo
9
Wells Fargo
California
$379M +$17.4M +756,396 +5%
TF
10
TIAA FSB
Florida
$300M +$8.49M +369,846 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$297M +$8.88M +386,664 +3%
DADC
12
D.A. Davidson & Co
Montana
$290M +$4.2M +183,180 +2%
LPL Financial
13
LPL Financial
California
$280M +$76.2M +3,321,798 +38%
UCFA
14
United Capital Financial Advisors
Texas
$278M +$6.42M +279,504 +2%
Ameriprise
15
Ameriprise
Minnesota
$230M +$21.7M +943,464 +11%
HI
16
Horizon Investments
North Carolina
$226M +$19M +825,900 +8%
AssetMark Inc
17
AssetMark Inc
California
$199M +$8.71M +379,656 +5%
WHG
18
Westwood Holdings Group
Texas
$195M -$24.7M -1,076,376 -11%
SEI Investments
19
SEI Investments
Pennsylvania
$179M -$7.96M -346,698 -4%
Goldman Sachs
20
Goldman Sachs
New York
$157M +$17.7M +773,130 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$154M +$10.7M +465,444 +8%
Vanguard Group
22
Vanguard Group
Pennsylvania
$145M -$417K -18,174 -0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$136M +$5.35M +233,046 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$134M +$21.4M +933,954 +19%
MFG
25
Merit Financial Group
Georgia
$134M +$131M +5,710,446 New

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.