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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
IA
51
Independence Advisors
Pennsylvania
$26.7M -$267K -14,340 -1%
MFW
52
Mosaic Family Wealth
Missouri
$26M +$162K +8,694 +0.6%
FPIS
53
Financial Planning & Information Services
Wisconsin
$25.5M +$757K +40,692 +3%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.1M +$1.31M +70,596 +6%
MIS
55
Morningstar Investment Services
Illinois
$24.8M -$5.33M -286,512 -18%
IWA
56
Inspirion Wealth Advisors
Illinois
$24.4M -$75.6K -4,062 -0.3%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$24.2M +$1.09M +58,548 +5%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$24M +$3.37M +181,134 +16%
MFS
59
MSI Financial Services
Massachusetts
$23.9M +$996K +53,508 +4%
SB
60
Suntrust Banks
Georgia
$23.6M +$3.64M +195,510 +18%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$21.5M +$542K +29,154 +3%
PA
62
Planning Alternatives
Michigan
$20.1M -$831K -44,652 -4%
Members Trust
63
Members Trust
Florida
$20.1M +$178K +9,588 +0.9%
MA
64
MCF Advisors
Kentucky
$18.5M -$819K -44,022 -4%
Truist Financial
65
Truist Financial
North Carolina
$18.3M +$408K +21,912 +2%
AIS
66
American Investment Services
Massachusetts
$17.9M +$16.5K +888 +0.1%
NPC
67
National Planning Corporation
California
$17.7M -$791K -42,516 -4%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$16.9M -$6.3M -338,874 -27%
SFG
69
Sage Financial Group
Pennsylvania
$16.3M +$160K +8,592 +1%
Stifel Financial
70
Stifel Financial
Missouri
$15.8M +$1.66M +89,364 +12%
Mariner
71
Mariner
Kansas
$15.4M +$5.49M +294,906 +56%
MIAN
72
Mariner Independent Advisor Network
Kansas
$15.4M +$15.3M +822,690 New
CGL
73
Clarius Group LLC
Washington
$15M -$670 -36 -0%
Bessemer Group
74
Bessemer Group
New Jersey
$15M +$4.76M +255,840 +47%
BEC
75
Blue Edge Capital
Virginia
$14.8M +$1.56K +84 +0%

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.