Vanguard Morningstar Growth ETF
VUG
430 hedge funds and large institutions have $12.8B invested in Vanguard Morningstar Growth ETF in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 44 closing their positions.
164% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $3.94M
0% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 44
3% less capital invested
Capital invested by funds: $13.2B → $12.8B (-$414M)
1% less funds holding
Funds holding: 435 → 430 (-5)
8% less funds holding in top 10
Funds holding in top 10: 75 → 69 (-6)
13% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$59.3M |
| 2 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
+$33.1M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$29.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$22.4M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$196M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$86.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$82.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$45.9M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
-$30.5M |
VUG Hedge Fund Activity: Q1 2016 in Review
430 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2016, worth a combined $12.8B — down 3.1% from $13.2B a quarter earlier.
Fund positioning in VUG was balanced in Q1 2016: 44 funds opened new positions, 44 closed out, 143 added to existing stakes and 164 trimmed.
The largest buyer was Zeke Capital Advisors, opening a new position worth an estimated $59.3M. The largest seller was Bank of America, cutting an estimated $196M.
- 430 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2016, down from 435 in Q4 2015.
- Funds reported $12.8B of Vanguard Morningstar Growth ETF stock for Q1 2016, down 3.1% quarter-over-quarter.
- 44 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2016 and 44 closed out, a net change of 0 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2016 was Zeke Capital Advisors, an estimated $59.3M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2016 was Bank of America, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2016.