We are live on ! Find out more
VUG icon

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
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$561K
GS
302
Girard Securities
California
$558K +$112 +6 +0%
SHCM
303
Stokes & Hubbell Capital Management
Louisiana
$535K +$781 +42 +0.1%
NSAM
304
North Star Asset Management
Wisconsin
$532K -$2.79K -150 -0.5%
BCP
305
Berkeley Capital Partners
Georgia
$508K
OC
306
Oakworth Capital
Alabama
$505K
PWLP
307
Prio Wealth Limited Partnership
Massachusetts
$503K
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$499K -$47K -2,526 -9%
ABFS
309
Appropriate Balance Financial Services
Washington
$489K +$77.7K +4,176 +19%
BP
310
Ballentine Partners
Massachusetts
$487K
PFM
311
Parsec Financial Management
North Carolina
$477K +$104K +5,592 +28%
SHWM
312
Smith & Howard Wealth Management
Georgia
$463K -$99.9K -5,370 -18%
AF
313
Allworth Financial
California
$463K +$25.7K +1,380 +6%
Betterment LLC
314
Betterment LLC
New York
$449K -$59.9K -3,222 -12%
WCM
315
Windsor Capital Management
Arizona
$448K +$446K +23,946 New
HL
316
HeadInvest LLC
Maine
$443K -$96.2K -5,172 -18%
LPT
317
Legacy Private Trust
Wisconsin
$442K -$436K -23,442 -50%
NHC
318
Nicholas Hoffman & Company
Georgia
$438K
RMCM
319
Reynders McVeigh Capital Management
Massachusetts
$434K +$8.26K +444 +2%
IWMPD
320
Integrated Wealth Management (Palm Desert)
California
$431K +$253K +13,590 +144%
CWM
321
Cabot Wealth Management
Massachusetts
$430K -$19K -1,020 -4%
MCM
322
MAI Capital Management
Ohio
$419K +$58.9K +3,168 +17%
CCFCSB
323
Cape Cod Five Cents Savings Bank
Massachusetts
$418K -$4.02K -216 -1%
CM
324
Capital Management
Virginia
$410K
AllianceBernstein
325
AllianceBernstein
Tennessee
$405K +$15.1K +810 +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.