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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 %
WGCA
326
Wolf Group Capital Advisors
Virginia
$581K -$101K -908 -15%
MC
327
Moors & Cabot
Massachusetts
$574K +$286K +2,567 +99%
GG
328
Gofen & Glossberg
Illinois
$571K – – –
MC
329
Mathes Company
New York
$569K – – –
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$562K +$4.9K +44 +0.9%
IWM
331
Integrated Wealth Management
California
$545K +$117K +1,053 +27%
SHCM
332
Stokes & Hubbell Capital Management
Louisiana
$532K +$1K +9 +0.2%
HCM
333
Hengehold Capital Management
Ohio
$531K -$871K -7,816 -62%
NSAM
334
North Star Asset Management
Wisconsin
$528K – – –
PA
335
Parallel Advisors
California
$519K +$519K +4,659 New
BCP
336
Berkeley Capital Partners
Georgia
$501K -$3.34K -30 -0.7%
PWLP
337
Prio Wealth Limited Partnership
Massachusetts
$500K – – –
OC
338
Oakworth Capital
Alabama
$498K – – –
BP
339
Ballentine Partners
Massachusetts
$492K +$8.25K +74 +2%
SWPG
340
Strategic Wealth Partners Group
Illinois
$490K +$490K +4,396 New
WP
341
WMS Partners
Maryland
$471K -$505K -4,528 -52%
CFA
342
Cahill Financial Advisors
Minnesota
$466K +$244K +2,189 +110%
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$456K -$39K -350 -8%
Winslow Capital Management
344
Winslow Capital Management
Minnesota
$450K +$450K +4,034 New
BSW
345
Buckingham Strategic Wealth
Missouri
$446K +$446K +4,003 New
WCM
346
Windsor Capital Management
Arizona
$445K +$111 +1 +0%
HL
347
HeadInvest LLC
Maine
$442K – – –
NHC
348
Nicholas Hoffman & Company
Georgia
$438K – – –
AF
349
Allworth Financial
California
$426K -$33.5K -301 -7%
RMCM
350
Reynders McVeigh Capital Management
Massachusetts
$422K -$8.25K -74 -2%
12 13
14
15 16