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Vanguard Growth ETF
VUG

Overview Fund Activity

563 hedge funds and large institutions have $14.7B invested in Vanguard Growth ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+43
Holders Change %
+8.27%
% of All Funds
14.04%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
78
Increased
234
Reduced
149
Closed
31
Calls
$2.76M
Puts
$1.74M
Net Calls
+$1.02M
Net Calls Change
-$1M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.13B
2
Morgan Stanley
Morgan Stanley
New York
$904M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$726M
4
EFS
Edelman Financial Services
Virginia
$1.46B
5
MIS
Morningstar Investment Services
Illinois
$29.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
LA
LVW Advisors
New York
$42.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$5.84M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$563M
5
Axa
Axa
France
$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
301
Asset Management Group
Connecticut
$843K -$25.3K -208 -3%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$836K -$129K -1,063 -13%
BF
303
BOK Financial
Oklahoma
$836K +$114K +937 +16%
GA
304
Geneva Advisors
Illinois
$832K -$66.4K -546 -7%
WA
305
Wealth Architects
California
$832K – – –
WTB
306
Washington Trust Bank
Washington
$817K +$11.1K +91 +1%
IWM
307
IHT Wealth Management
Illinois
$797K +$35.5K +293 +5%
MWM
308
Meridian Wealth Management
Kentucky
$796K +$445K +3,659 +127%
DY
309
Dowling & Yahnke
California
$795K – – –
MIM
310
Marco Investment Management
Georgia
$791K – – –
CFA
311
Cahill Financial Advisors
Minnesota
$787K +$279K +2,287 +55%
TA
312
Tiedemann Advisors
New York
$786K – – –
SCM
313
Snow Capital Management
Pennsylvania
$772K – – –
DWM
314
Doyle Wealth Management
Florida
$765K +$765K +6,291 New
AFG
315
Albion Financial Group
Utah
$757K -$245K -2,012 -24%
BP
316
Ballentine Partners
Massachusetts
$753K +$216K +1,775 +40%
HB
317
Homrich & Berg
Georgia
$752K -$115K -949 -13%
AWM
318
Avior Wealth Management
Nebraska
$744K -$45.1K -371 -6%
CANC
319
Culbertson A N & Co
Virginia
$737K +$310K +2,550 +73%
SFM
320
Signature Financial Management
Virginia
$735K – – –
NFG
321
NewFocus Financial Group
Washington
$734K +$90K +740 +14%
GRP
322
Global Retirement Partners
California
$733K -$1.9M -15,622 -72%
IP
323
Intellectus Partners
California
$733K – – –
FMWA
324
Forvis Mazars Wealth Advisors
Missouri
$730K -$132K -1,088 -15%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$717K +$591K +4,854 +468%
11 12
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