VUG icon

Vanguard Growth ETF
VUG

Overview Fund Activity

520 hedge funds and large institutions have $13.3B invested in Vanguard Growth ETF in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 208 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+59
Holders Change %
+12.8%
% of All Funds
13.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.98%
New
85
Increased
208
Reduced
140
Closed
20
Calls
$2.84M
Puts
$826K
Net Calls
+$2.02M
Net Calls Change
-$1.44M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$886M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$631M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
EFS
4
Edelman Financial Services
Virginia
$1.31B
5
Ameriprise
5
Ameriprise
Minnesota
$111M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.65B
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$0
4
Axa
4
Axa
France
$73.6M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$995M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
Wealth Architects
California
$762K -$288K -2,581 -27%
WTB
302
Washington Trust Bank
Washington
$738K -$51.9K -466 -7%
DY
303
Dowling & Yahnke
California
$729K -$25.6K -230 -3%
MIM
304
Marco Investment Management
Georgia
$725K – – –
AWM
305
Avior Wealth Management
Nebraska
$724K – – –
TA
306
Tiedemann Advisors
New York
$720K +$720K +6,462 New
NWM
307
Northwest Wealth Management
Iowa
$711K +$711K +6,380 New
SCM
308
Snow Capital Management
Pennsylvania
$707K – – –
IWM
309
IHT Wealth Management
Illinois
$706K +$706K +6,292 New
LSA
310
L & S Advisors
California
$697K -$36.5K -327 -5%
HSA
311
HBK Sorce Advisory
Pennsylvania
$681K – – –
SFM
312
Signature Financial Management
Virginia
$674K – – –
IP
313
Intellectus Partners
California
$672K +$672K +6,025 New
BF
314
BOK Financial
Oklahoma
$661K -$128K -1,146 -16%
BFG
315
Beacon Financial Group
Texas
$645K -$163K -1,465 -20%
CA
316
Cornerstone Advisory
Maryland
$630K -$5.02K -45 -0.8%
MJRIC
317
Mogy Joel R Investment Counsel
California
$624K +$11.1K +100 +2%
DT
318
Diversified Trust
Tennessee
$621K -$24.3K -218 -4%
SIC
319
Salem Investment Counselors
North Carolina
$613K -$21.4K -192 -3%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$611K – – –
PL
321
Plancorp LLC
Missouri
$603K +$603K +5,406 New
GS
322
Girard Securities
California
$600K +$46.4K +416 +8%
NFG
323
NewFocus Financial Group
Washington
$590K +$288K +2,587 +96%
WAM
324
Wolverine Asset Management
Illinois
$590K +$538K +4,834 +1,035%
CCM
325
Coe Capital Management
Illinois
$585K – – –
11 12
13
14 15