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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 %
WOC
451
West Oak Capital
California
$132K -$3.9K -35 -3%
SIG
452
Stanford Investment Group
California
$130K – – –
RWA
453
Ropes Wealth Advisors
Massachusetts
$129K +$92.3K +825 +252%
BRC
454
Bell Rock Capital
Delaware
$129K +$129K +1,159 New
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$127K -$24.8K -223 -16%
TDC
456
Thompson Davis & Co
Virginia
$127K +$40.4K +361 +47%
AA
457
Ancora Advisors
Ohio
$119K +$119K +1,069 New
VNA
458
Valley National Advisers
Pennsylvania
$118K – – –
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$116K – – –
BTIS
460
BB&T Investment Services
North Carolina
$116K +$116K +1,040 New
TWA
461
TCI Wealth Advisors
Arizona
$110K – – –
BC
462
Bartlett & Co
Ohio
$110K +$111 +1 +0.1%
KPCM
463
Kings Point Capital Management
New York
$106K – – –
LIA
464
LS Investment Advisors
Michigan
$105K – – –
BIM
465
BlackRock Investment Management
Delaware
$102K +$36.9K +331 +57%
VIA
466
Vantage Investment Advisors
Pennsylvania
$101K -$59.6K -534 -37%
BMM
467
Buffington Mohr McNeal
Idaho
$101K +$101K +908 New
DBT
468
Dubuque Bank & Trust
Iowa
$100K – – –
HDIM
469
Hanson & Doremus Investment Management
Vermont
$94.5K +$89.7K +805 +1,872%
AA
470
Apriem Advisors
California
$84K +$16.8K +150 +25%
MWM
471
Mascoma Wealth Management
New Hampshire
$73K +$73K +658 New
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$66K – – –
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$57.4K +$57.4K +515 New
FPFS
474
First Personal Financial Services
North Carolina
$57K – – –
UBS AM
475
UBS AM
Illinois
$56K +$56K +505 New
17 18
19
20 21