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Vanguard Growth ETF

461 hedge funds and large institutions have $13.6B invested in Vanguard Growth ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 184 increasing their positions, 153 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $3.74M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

20% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 153

14% more funds holding in top 10

Funds holding in top 10: 6473 (+9)

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$1B)

1.94% more ownership

Funds ownership: 370.47%372.4% (+1.9%)

1% more funds holding

Funds holding: 458461 (+3)

Holders
461
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
12.3%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.95%
New
37
Increased
184
Reduced
153
Closed
26
Calls
$7.2M
Puts
$3.74M
Net Calls
+$3.46M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
376
Twele Capital Management
Minnesota
$240K -$3.35K -180 -1%
CIM
377
Cetera Investment Management
California
$227K
BCM
378
Becker Capital Management
Oregon
$226K
CFA
379
Cahill Financial Advisors
Minnesota
$223K +$222K +11,910 New
PA
380
Pinnacle Associates
New York
$219K -$2.79K -150 -1%
PMFA
381
Plante Moran Financial Advisors
Michigan
$217K +$48.4K +2,604 +29%
BWFM
382
Bridgewater Wealth & Financial Management
Maryland
$213K -$22.9K -1,230 -10%
IUHSA
383
Itau Unibanco Holding S.A.
Brazil
$213K +$212K +11,370 New
SCM
384
Stonehearth Capital Management
Massachusetts
$211K
SDWMA
385
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$206K +11,088 New
AAS
386
Annex Advisory Services
Wisconsin
$207K +$205K +11,034 New
FFWA
387
FRG Family Wealth Advisors
Washington
$206K +$205K +11,022 New
CSIC
388
Clifford Swan Investment Counsel
California
$203K +$202K +10,860 New
PWAG
389
Polaris Wealth Advisory Group
California
$201K -$153K -8,238 -43%
DW
390
Domani Wealth
Pennsylvania
$201K +$200K +10,734 New
MA
391
MUFG Americas
New York
$200K
CG
392
Cutler Group
California
$184K -$78.1K -4,200 -30%
EWM
393
Evercore Wealth Management
New York
$168K
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$165K
VIA
395
Vantage Investment Advisors
Pennsylvania
$162K -$291K -15,660 -64%
VCM
396
Versant Capital Management
Arizona
$162K
AIM
397
Anchor Investment Management
South Carolina
$156K -$558 -30 -0.4%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$153K
HWP
399
Hefty Wealth Partners
Indiana
$146K
WOC
400
West Oak Capital
California
$136K

VUG Hedge Fund Activity: Q3 2016 in Review

461 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2016, worth a combined $13.6B — up 8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VUG positions and 26 closed out — a net gain of 11 holders — while 184 added to existing stakes and 153 trimmed.

The largest buyer was Bank of America, adding an estimated $161M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $54.2M.

  • 461 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2016, up from 458 in Q2 2016.
  • Funds reported $13.6B of Vanguard Growth ETF stock for Q3 2016, up 8% quarter-over-quarter.
  • 37 funds opened new Vanguard Growth ETF positions in Q3 2016 and 26 closed out, a net change of +11 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2016 was Bank of America, an estimated $161M added.
  • The largest Vanguard Growth ETF seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q3 2016.