We are live on ! Find out more
VUG icon

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
SAMC
126
Spectrum Asset Management (California)
California
$5.58M +$460K +24,720 +9%
FA
127
FDx Advisors
Illinois
$5.57M +$337K +18,102 +6%
CPIG
128
Chicago Partners Investment Group
Illinois
$5.54M +$173K +9,324 +3%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$5.31M +$209K +11,256 +4%
NFC
130
Northeast Financial Consultants
Connecticut
$5.27M +$3.78M +203,214 +259%
CWM
131
Cornerstone Wealth Management
Missouri
$5.21M +$5.22M +280,434 New
OPCM
132
Osborne Partners Capital Management
California
$4.95M -$49.1K -2,640 -1%
FAG
133
Financial Advisory Group
Texas
$4.88M -$633K -34,020 -12%
VWM
134
Vector Wealth Management
Minnesota
$4.84M -$182K -9,780 -4%
LFG
135
LifePlan Financial Group
Ohio
$4.84M +$110K +5,934 +2%
BCM
136
BTC Capital Management
Iowa
$4.82M +$36.7K +1,974 +0.8%
TYCC
137
Texas Yale Capital Corp
Florida
$4.62M
CAN
138
Cetera Advisor Networks
California
$4.61M +$917K +49,272 +25%
US Bancorp
139
US Bancorp
Minnesota
$4.48M +$185K +9,948 +4%
GA
140
GFS Advisors
Texas
$4.26M +$231K +12,432 +6%
RIA
141
Regal Investment Advisors
Michigan
$4.14M +$50.8K +2,730 +1%
HCIA
142
Hochman Cole Investment Advisors
Illinois
$4.1M +$934K +50,220 +30%
JFA
143
Johanson Financial Advisors
California
$4.1M +$254K +13,662 +7%
Comerica Bank
144
Comerica Bank
Texas
$3.85M +$132K +7,092 +4%
BPB
145
Badgley, Phelps & Bell
Washington
$3.85M -$3.77M -202,878 -50%
PA
146
Probity Advisors
Texas
$3.76M +$19.6K +1,056 +0.5%
PFA
147
Paradigm Financial Advisors
Missouri
$3.73M +$90.1K +4,842 +2%
BRWA
148
B. Riley Wealth Advisors
Florida
$3.66M +$174K +9,372 +5%
CAL
149
Capital Advisors Ltd
Ohio
$3.62M
JFG
150
JMG Financial Group
Illinois
$3.56M +$169K +9,060 +5%

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.