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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
IFA
426
Interactive Financial Advisors
Illinois
$36K -$112 -6 -0.3%
BC
427
Barnett & Company
Tennessee
$36K
GI
428
Gradient Investments
Minnesota
$33K +$8.71K +468 +36%
ECM
429
Exchange Capital Management
Michigan
$31K
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$31K +$112 +6 +0.4%
JWA
431
JFS Wealth Advisors
Pennsylvania
$29K +$16.2K +870 +125%
RAM
432
Riggs Asset Management
Pennsylvania
$27K +$26.3K +1,416 New
DSC
433
Duncker Streett & Co
Missouri
$25K +$24.8K +1,332 New
CTB
434
Country Trust Bank
Illinois
$24K
NSIM
435
North Star Investment Management
Illinois
$23K
WAS
436
WESPAC Advisors SoCal
California
$22.5K -$42.4K -2,280 -66%
Loomis, Sayles & Company
437
Loomis, Sayles & Company
Massachusetts
$22K +$22.2K +1,194 New
PSUF
438
People's United Financial
Connecticut
$21K +$20.4K +1,098 New
WRM
439
Westport Resources Management
Connecticut
$20K -$54.7K -2,940 -73%
MWM
440
MinichMacGregor Wealth Management
New York
$16K -$3.8K -204 -19%
EAMA
441
EFG Asset Management (Americas)
Florida
$15K +$14.8K +798 New
First Manhattan
442
First Manhattan
New York
$14K
OSNBOA
443
Old Second National Bank of Aurora
Illinois
$14K +$12.2K +654 +545%
ADL
444
Asset Dedication LLC
California
$13K
HI
445
Hudock Inc
Pennsylvania
$13K
PFSC
446
Peoples Financial Services Corp
Pennsylvania
$11K -$5.58K -300 -33%
NHFG
447
New Harbor Financial Group
Massachusetts
$11K +$11.3K +606 New
TIM
448
Tortoise Investment Management
New York
$8K
TFA
449
Transamerica Financial Advisors
Florida
$7K +$6.25K +336 +1,867%
SIC
450
Salem Investment Counselors
North Carolina
$6.39K

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.