We are live on ! Find out more
VUG icon

Vanguard Growth ETF

458 hedge funds and large institutions have $12.6B invested in Vanguard Growth ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 182 increasing their positions, 143 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $4.25M

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

27% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 143

7% more funds holding

Funds holding: 430458 (+28)

2% less capital invested

Capital invested by funds: $12.8B → $12.6B (-$194M)

2.85% less ownership

Funds ownership: 373.32%370.47% (-2.9%)

7% less funds holding in top 10

Funds holding in top 10: 6964 (-5)

Holders
458
Holders Change
+28
Holders Change %
+6.51%
% of All Funds
12.22%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.71%
New
49
Increased
182
Reduced
143
Closed
16
Calls
$15.1M
Puts
$4.25M
Net Calls
+$10.8M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Silvercrest Asset Management
New York
$9.06M -$996K -55,956 -10%
KFA
102
Kays Financial Advisory
Georgia
$9.03M +$223K +12,510 +3%
AG
103
Advisor Group
Arizona
$8.98M +$8.96M +503,004 New
CCA
104
Clearwater Capital Advisors
Illinois
$8.76M +$8.69M +487,998 New
IA
105
IndexIQ Advisors
New York
$8.6M +$6.04M +339,240 +239%
CB
106
Chemical Bank
Michigan
$8.51M +$16.1K +906 +0.2%
SFM
107
Signet Financial Management
New Jersey
$8.28M -$170K -9,540 -2%
SWM
108
SVA Wealth Management
Wisconsin
$8.16M -$176K -9,912 -2%
AI
109
Atria Investments
North Carolina
$8.13M -$1.41M -79,380 -15%
NL
110
NWAM LLC
Washington
$7.91M +$122K +6,858 +2%
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.83M -$51.6K -2,898 -0.7%
SEIA
112
Signature Estate & Investment Advisors
California
$7.57M +$683K +38,352 +10%
SIAS
113
Shine Investment Advisory Services
Colorado
$7.44M +$104K +5,814 +1%
MFS
114
Monetta Financial Services
Illinois
$7.4M
BPB
115
Badgley, Phelps & Bell
Washington
$7.3M +$185K +10,410 +3%
CA
116
Cetera Advisors
Colorado
$7.12M +$1.39M +78,288 +24%
SB
117
Simmons Bank
Arkansas
$7.12M +$31.8K +1,788 +0.5%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$6.65M +$28.8K +1,620 +0.4%
SFI
119
SPC Financial Inc
Maryland
$6.47M +$119K +6,660 +2%
BMM
120
Berkshire Money Management
Massachusetts
$5.86M -$20.1M -1,128,636 -77%
VFA
121
Voya Financial Advisors
Connecticut
$5.78M -$35.6K -1,998 -0.6%
WIC
122
Whitegate Investment Counselors
New Hampshire
$5.55M +$5.53M +310,752 New
PA
123
Paracle Advisors
Washington
$5.55M -$94.7K -5,316 -2%
FCI
124
Financial Counselors Inc
Kansas
$5.5M +$2.1M +118,200 +62%
FAG
125
Financial Advisory Group
Texas
$5.27M -$1.73M -97,398 -25%

VUG Hedge Fund Activity: Q2 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2016, worth a combined $12.6B — down 1.5% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VUG positions and 16 closed out — a net gain of 33 holders — while 182 added to existing stakes and 143 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $68.9M. The largest seller was Bank of America, cutting an estimated $293M.

  • 458 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2016, up from 430 in Q1 2016.
  • Funds reported $12.6B of Vanguard Growth ETF stock for Q2 2016, down 1.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Growth ETF positions in Q2 2016 and 16 closed out, a net change of +33 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $68.9M added.
  • The largest Vanguard Growth ETF seller in Q2 2016 was Bank of America, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2016.