Vanguard Growth ETF
VUG
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.
325% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 20
244% more call options, than puts
Call options by funds: $2.84M | Put options by funds: $826K
49% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 140
13% more funds holding
Funds holding: 461 → 520 (+59)
8% more funds holding in top 10
Funds holding in top 10: 73 → 79 (+6)
2% less capital invested
Capital invested by funds: $13.6B → $13.3B (-$240M)
23.41% less ownership
Funds ownership: 372.4% → 348.99% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$94.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$59.1M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$44.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$776M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$24.8M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$15.4M |
| 4 |
Axa
Paris,
France
|
-$11.6M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$10.1M |
VUG Hedge Fund Activity: Q4 2016 in Review
520 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2016, worth a combined $13.3B — down 1.8% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new VUG positions and 20 closed out — a net gain of 65 holders — while 208 added to existing stakes and 140 trimmed.
The largest buyer was UBS Group, adding an estimated $94.2M. The largest seller was Bank of America, cutting an estimated $776M.
- 520 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2016, up from 461 in Q3 2016.
- Funds reported $13.3B of Vanguard Growth ETF stock for Q4 2016, down 1.8% quarter-over-quarter.
- 85 funds opened new Vanguard Growth ETF positions in Q4 2016 and 20 closed out, a net change of +65 holders.
- The largest Vanguard Growth ETF buyer in Q4 2016 was UBS Group, an estimated $94.2M added.
- The largest Vanguard Growth ETF seller in Q4 2016 was Bank of America, an estimated $776M sold.
Based on aggregated 13F filings for Q4 2016.