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Vanguard Growth ETF

461 hedge funds and large institutions have $13.6B invested in Vanguard Growth ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 184 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $3.74M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

20% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 153

14% more funds holding in top 10

Funds holding in top 10: 6473 (+9)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$1B)

1.94% more ownership

Funds ownership: 370.47%372.4% (+1.9%)

1% more funds holding

Funds holding: 458461 (+3)

Holders
461
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
12.3%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.95%
New
37
Increased
184
Reduced
153
Closed
26
Calls
$7.2M
Puts
$3.74M
Net Calls
+$3.46M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
251
Raab & Moskowitz Asset Management
New Jersey
$1.02M +$98.1K +5,274 +11%
GHA
252
GW Henssler & Associates
Georgia
$1.02M -$42.6K -2,292 -4%
BFA
253
Bragg Financial Advisors
North Carolina
$1.01M -$22.4K -1,206 -2%
WP
254
WMS Partners
Maryland
$983K
SCM
255
SOL Capital Management
Maryland
$980K -$22.3K -1,200 -2%
SMG
256
Spectrum Management Group
Indiana
$976K
TCM
257
Tradition Capital Management
New Jersey
$964K +$83.7K +4,500 +10%
Neuberger Berman Group
258
Neuberger Berman Group
New York
$943K +$104K +5,610 +13%
SWP
259
Stratos Wealth Partners
Ohio
$937K -$85.6K -4,602 -8%
KLI
260
Kelman-Lazarov Inc
Tennessee
$921K
HB
261
Homrich & Berg
Georgia
$919K +$331K +17,802 +57%
SPC
262
Sigma Planning Corp
Michigan
$913K -$2.29M -122,820 -72%
EVM
263
Eaton Vance Management
Massachusetts
$912K +$5.58K +300 +0.6%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$907K
RPGK
265
Retirement Planning Group (Kansas)
Kansas
$841K -$1.28M -68,532 -60%
CIC
266
Carnegie Investment Counsel
Ohio
$830K -$55.8K -3,000 -6%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$826K
MCM
268
McMillion Capital Management
North Carolina
$825K
SFPM
269
Sensible Financial Planning & Management
Massachusetts
$824K
FMWA
270
Forvis Mazars Wealth Advisors
Missouri
$824K +$335 +18 +0%
SIA
271
Starfire Investment Advisers
Michigan
$815K
BFG
272
Beacon Financial Group
Texas
$813K +$76.8K +4,128 +10%
MHS
273
M Holdings Securities
Oregon
$811K -$3.68K -198 -0.5%
AMG
274
Asset Management Group
Connecticut
$798K +$2.34K +126 +0.3%
WTB
275
Washington Trust Bank
Washington
$796K -$3.13K -168 -0.4%

VUG Hedge Fund Activity: Q3 2016 in Review

461 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2016, worth a combined $13.6B — up 8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VUG positions and 26 closed out — a net gain of 11 holders — while 184 added to existing stakes and 153 trimmed.

The largest buyer was Bank of America, adding an estimated $161M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $54.2M.

  • 461 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2016, up from 458 in Q2 2016.
  • Funds reported $13.6B of Vanguard Growth ETF stock for Q3 2016, up 8% quarter-over-quarter.
  • 37 funds opened new Vanguard Growth ETF positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2016 was Bank of America, an estimated $161M added.
  • The largest Vanguard Growth ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q3 2016.