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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
CL
76
Choreo LLC
Illinois
$14.7M +$9.7M +521,520 +197%
NFG
77
Nadler Financial Group
Illinois
$14.7M +$1.24M +66,564 +9%
CPA
78
Capital Planning Advisors
California
$14.5M +$668K +35,898 +5%
BMM
79
Berkshire Money Management
Massachusetts
$14.4M +$8.17M +439,320 +134%
CCM
80
Condor Capital Management
New Jersey
$13.8M +$77.5K +4,164 +0.6%
CFB
81
Cullen/Frost Bankers
Texas
$13.4M +$1.75M +94,236 +15%
WIC
82
Woodmont Investment Counsel
Tennessee
$13M -$498K -26,790 -4%
FIM
83
Frontier Investment Management
Texas
$12.7M -$249K -13,392 -16%
Citigroup
84
Citigroup
New York
$12.4M -$506K -27,210 -4%
JA
85
JOYN Advisors
Georgia
$12.2M +$1.84M +98,850 +18%
BFA
86
Beaumont Financial Advisors
Massachusetts
$11.9M +$633K +34,020 +6%
CWM
87
Cranbrook Wealth Management
Michigan
$11.8M -$1.01M -54,462 -8%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$11.4M -$162K -8,718 -1%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$11.1M +$616K +33,108 +6%
FHA
90
First Horizon Advisors
Tennessee
$10.9M -$2.19M -117,924 -17%
IA
91
IFP Advisors
Florida
$10.8M +$459K +24,678 +4%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$10.8M -$94K -5,052 -0.9%
TCM
93
TD Capital Management
Tennessee
$10.7M +$16.9K +906 +0.2%
AI
94
Atria Investments
North Carolina
$10.5M +$2.08M +111,756 +25%
TA
95
TMD & Associates
Arizona
$10.4M +$261K +14,034 +3%
BCIM
96
Bishop & Co Investment Management
Pennsylvania
$10.2M +$22.2K +1,194 +0.2%
PAG
97
Private Advisor Group
New Jersey
$10M -$34.9K -1,878 -0.3%
MBTD
98
Mechanics Bank - Trust Department
California
$9.87M +$9.81M +527,154 New
Creative Planning
99
Creative Planning
Kansas
$9.75M +$146K +7,872 +2%
SBSB
100
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.68M -$144K -7,752 -1%

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.