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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
TDC
401
Thompson Davis & Co
Virginia
$132K -$267K -14,328 -75%
SIG
402
Stanford Investment Group
California
$131K
VNA
403
Valley National Advisers
Pennsylvania
$119K
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$117K +$51.2K +2,754 +79%
BC
405
Bartlett & Co
Ohio
$111K -$76.4K -4,104 -41%
TWA
406
TCI Wealth Advisors
Arizona
$111K
KPCM
407
Kings Point Capital Management
New York
$107K
LIA
408
LS Investment Advisors
Michigan
$106K +$53K +2,850 +102%
DBT
409
Dubuque Bank & Trust
Iowa
$101K +$9.71K +522 +11%
VC
410
Vestor Capital
Illinois
$88K +$87.1K +4,680 New
PWM
411
Perigon Wealth Management
California
$84K
PRS
412
Pinkerton Retirement Specialists
Idaho
$68K +$46.6K +2,502 +224%
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$67K -$10K -540 -13%
AA
414
Apriem Advisors
California
$67K +$67K +3,600 New
BIM
415
BlackRock Investment Management
Delaware
$66K -$112 -6 -0.2%
JFA
416
JNBA Financial Advisors
Minnesota
$64K -$1.02M -54,870 -94%
S
417
SignatureFD
Georgia
$64K -$52.4K -2,814 -45%
GBBWRPM
418
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$58K -$15.5K -834 -21%
FPFS
419
First Personal Financial Services
North Carolina
$57K
HR
420
Howe & Rusling
New York
$57K +$19.3K +1,038 +52%
WAM
421
Wolverine Asset Management
Illinois
$52K -$61.5K -3,306 -54%
RCA
422
Rowland Carmichael Advisors
Arizona
$48K
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$47K +$223 +12 +0.5%
WP
424
WealthPLAN Partners
Nebraska
$38.6K -$40.5K -2,178 -51%
RWA
425
Ropes Wealth Advisors
Massachusetts
$37K +$36.6K +1,968 New

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.