Vanguard Morningstar Growth ETF
VUG
458 hedge funds and large institutions have $12.6B invested in Vanguard Morningstar 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.
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: 430 → 458 (+28)
2% less capital invested
Capital invested by funds: $12.8B → $12.6B (-$196M)
2.85% less ownership
Funds ownership: 373.32% → 370.47% (-2.9%)
7% less funds holding in top 10
Funds holding in top 10: 69 → 64 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$68.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$47.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$32.5M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$32.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$293M |
| 2 |
LPL Financial
San Diego,
California
|
-$220M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$67.8M |
| 4 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$22.6M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$21.8M |
VUG Hedge Fund Activity: Q2 2016 in Review
458 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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 Morningstar Growth ETF (VUG) as of Q2 2016, up from 430 in Q1 2016.
- Funds reported $12.6B of Vanguard Morningstar Growth ETF stock for Q2 2016, down 1.5% quarter-over-quarter.
- 49 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2016 and 16 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $68.9M added.
- The largest Vanguard Morningstar Growth ETF seller in Q2 2016 was Bank of America, an estimated $293M sold.
Based on aggregated 13F filings for Q2 2016.