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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
KFA
101
Kays Financial Advisory
Georgia
$9.48M +$19.9K +1,068 +0.2%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$9.39M -$9.17M -492,984 -50%
SAM
103
Silvercrest Asset Management
New York
$9.32M -$166K -8,910 -2%
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$9.31M -$1.78M -95,670 -16%
AG
105
Advisor Group
Arizona
$9.19M -$226K -12,144 -2%
SIAS
106
Shine Investment Advisory Services
Colorado
$9.17M +$1.37M +73,632 +18%
SWM
107
SVA Wealth Management
Wisconsin
$8.98M +$432K +23,232 +5%
ACM
108
Aviance Capital Management
Florida
$8.96M +$6.57M +353,196 +282%
CCA
109
Clearwater Capital Advisors
Illinois
$8.91M -$163K -8,742 -2%
CB
110
Chemical Bank
Michigan
$8.9M -$8.71K -468 -0.1%
CA
111
Cetera Advisors
Colorado
$8.5M +$1.04M +55,836 +14%
SEIA
112
Signature Estate & Investment Advisors
California
$8.43M +$491K +26,382 +6%
NL
113
NWAM LLC
Washington
$8.38M +$94.3K +5,070 +1%
APSP
114
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.92M -$277K -14,910 -3%
SFM
115
Signet Financial Management
New Jersey
$7.9M -$773K -41,538 -9%
SFWA
116
Summit Financial Wealth Advisors
Louisiana
$7.9M +$4.55M +244,464 +138%
MFS
117
Monetta Financial Services
Illinois
$7.75M
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$7.09M +$108K +5,814 +2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$7.07M +$5.82M +312,600 +478%
IA
120
IndexIQ Advisors
New York
$6.93M -$2.07M -111,102 -23%
SFI
121
SPC Financial Inc
Maryland
$6.72M -$55.3K -2,970 -0.8%
VFA
122
Voya Financial Advisors
Connecticut
$6.12M +$47.3K +2,544 +0.8%
WIC
123
Whitegate Investment Counselors
New Hampshire
$5.88M +$68.5K +3,684 +1%
SB
124
Simmons Bank
Arkansas
$5.76M -$1.68M -90,468 -23%
PA
125
Paracle Advisors
Washington
$5.59M -$226K -12,144 -4%

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.