We are live on ! Find out more
VUG icon

Vanguard Growth ETF

435 hedge funds and large institutions have $13.2B invested in Vanguard Growth ETF in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 173 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 15

54% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 112

16% more funds holding

Funds holding: 376435 (+59)

15% more funds holding in top 10

Funds holding in top 10: 6575 (+10)

14% more capital invested

Capital invested by funds: $11.5B → $13.2B (+$1.66B)

10.06% more ownership

Funds ownership: 372.77%382.83% (+10%)

36% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $3.71M

Holders
435
Holders Change
+59
Holders Change %
+15.69%
% of All Funds
11.41%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.97%
New
80
Increased
173
Reduced
112
Closed
15
Calls
$2.36M
Puts
$3.71M
Net Calls
-$1.35M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
376
Stokes & Hubbell Capital Management
Louisiana
$205K +$208K +11,586 New
CSIC
377
Clifford Swan Investment Counsel
California
$203K +$205K +11,460 New
GWM
378
Gupta Wealth Management
California
$196K
DBT
379
Dubuque Bank & Trust
Iowa
$193K +$195K +10,878 New
AC
380
Alexandria Capital
Virginia
$184K +$185K +10,320 +17,200%
PMFA
381
Plante Moran Financial Advisors
Michigan
$160K
IWMPD
382
Integrated Wealth Management (Palm Desert)
California
$159K
EWM
383
Evercore Wealth Management
New York
$159K +$151K +8,418 +1,509%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$156K -$128K -7,128 -45%
VCM
385
Versant Capital Management
Arizona
$154K +$156K +8,700 New
BEAM
386
Baker Ellis Asset Management
Washington
$150K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$145K
MA
388
MUFG Americas
New York
$141K +$59.9K +3,342 +72%
WOC
389
West Oak Capital
California
$129K
HWP
390
Hefty Wealth Partners
Indiana
$126K +$128K +7,128 New
S
391
SignatureFD
Georgia
$124K +$7.42K +414 +6%
NFG
392
NewFocus Financial Group
Washington
$120K
VNA
393
Valley National Advisers
Pennsylvania
$113K
KPCM
394
Kings Point Capital Management
New York
$101K -$55.5K -3,096 -35%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$100K +$73.3K +4,092 +261%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$96K -$19.3K -1,080 -17%
WRM
397
Westport Resources Management
Connecticut
$96K +$96.7K +5,400 New
UFA
398
US Financial Advisors
Massachusetts
$94K +$76.5K +4,272 +407%
WAM
399
Wealthspire Advisors (Maryland)
Maryland
$94K +$95.4K +5,328 New
BIM
400
BlackRock Investment Management
Delaware
$86K +$20.6K +1,152 +31%

VUG Hedge Fund Activity: Q4 2015 in Review

435 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2015, worth a combined $13.2B — up 14% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VUG positions and 15 closed out — a net gain of 65 holders — while 173 added to existing stakes and 112 trimmed.

The largest buyer was Bank of America, adding an estimated $296M. The largest seller was Bank of New York Mellon, cutting an estimated $45.6M.

  • 435 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2015, up from 376 in Q3 2015.
  • Funds reported $13.2B of Vanguard Growth ETF stock for Q4 2015, up 14% quarter-over-quarter.
  • 80 funds opened new Vanguard Growth ETF positions in Q4 2015 and 15 closed out, a net change of +65 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2015 was Bank of America, an estimated $296M added.
  • The largest Vanguard Growth ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2015.