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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
BF
276
BOK Financial
Oklahoma
$794K +$75K +4,032 +10%
HCA
277
Harbour Capital Advisors
Virginia
$786K
GWM
278
Greenwich Wealth Management
Connecticut
$773K -$8.48K -456 -1%
FSA
279
Financial Sense Advisors
California
$768K -$60.3K -3,240 -7%
AFG
280
Albion Financial Group
Utah
$761K +$756K +40,650 New
DY
281
Dowling & Yahnke
California
$760K
LSA
282
L & S Advisors
California
$738K +$372K +19,980 +103%
GA
283
Geneva Advisors
Illinois
$732K +$109K +5,856 +18%
MIM
284
Marco Investment Management
Georgia
$730K
AWM
285
Avior Wealth Management
Nebraska
$729K +$7.14K +384 +1%
SCM
286
Snow Capital Management
Pennsylvania
$712K
TH
287
Timber Hill
Connecticut
$702K +$698K +37,506 New
WGCA
288
Wolf Group Capital Advisors
Virginia
$687K +$18.4K +990 +3%
HSA
289
HBK Sorce Advisory
Pennsylvania
$686K -$30.1K -1,620 -4%
SFM
290
Signature Financial Management
Virginia
$679K +$465K +25,014 +222%
CWM
291
Concert Wealth Management
California
$650K -$17.9K -960 -3%
DT
292
Diversified Trust
Tennessee
$650K +$103K +5,514 +19%
CA
293
Cornerstone Advisory
Maryland
$639K -$11.6K -624 -2%
MJRIC
294
Mogy Joel R Investment Counsel
California
$618K
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$615K -$59.3K -3,186 -9%
BJL
296
Brighton Jones LLC
Washington
$602K +$1K +54 +0.2%
NFG
297
Next Financial Group
Texas
$594K +$518K +27,834 +717%
CCM
298
Coe Capital Management
Illinois
$589K -$46.3K -2,490 -7%
GG
299
Gofen & Glossberg
Illinois
$575K
MC
300
Mathes Company
New York
$573K

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.