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Vanguard Information Technology ETF

178 hedge funds and large institutions have $2.44B invested in Vanguard Information Technology ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

34% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 53

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more capital invested

Capital invested by funds: $2.16B → $2.44B (+$280M)

3% more funds holding

Funds holding: 172178 (+6)

4.25% less ownership

Funds ownership: 451.72%447.46% (-4.3%)

34% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $3.97M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
25
Increased
71
Reduced
53
Closed
15
Calls
$2.61M
Puts
$3.97M
Net Calls
-$1.36M
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
26
Stearns Financial Services Group
North Carolina
$13.2M +$601K +56,688 +5%
LMIM
27
Lockheed Martin Investment Management
Maryland
$12.5M +$11.9M +1,119,840 New
Citigroup
28
Citigroup
New York
$11.5M +$173K +16,304 +2%
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$10.4M -$72.1K -6,800 -0.7%
BG
30
Bahl & Gaynor
Ohio
$9.47M +$801K +75,600 +10%
RVP
31
Relative Value Partners
Illinois
$9.27M -$19K -1,792 -0.2%
Brown Advisory
32
Brown Advisory
Maryland
$8.38M -$143K -13,496 -2%
LPL Financial
33
LPL Financial
California
$8.3M -$3.17M -299,224 -29%
AGA
34
Accuvest Global Advisors
Utah
$8.07M +$7.64M +720,640 New
GIM
35
Greystone Investment Management
Ohio
$7.63M -$28K -2,640 -0.4%
TCOO
36
Trust Company of Oklahoma
Oklahoma
$7.28M +$64.4K +6,072 +0.9%
BEAM
37
Baker Ellis Asset Management
Washington
$6.42M +$318K +29,984 +6%
B
38
Bailard
California
$5.73M +$379K +35,800 +8%
TT
39
Tower Trust
Indiana
$5.42M +$188K +17,784 +4%
RJA
40
Raymond James & Associates
Florida
$5.38M +$1.14M +107,640 +29%
SC
41
SouthState Corp
Florida
$5.13M -$67.3K -6,352 -1%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.75M -$4.01M -378,808 -47%
QA
43
Quantitative Advantage
Minnesota
$4.51M +$145K +13,664 +4%
AC
44
Alexandria Capital
Virginia
$4.5M -$546K -51,528 -11%
IFB
45
iAB Financial Bank
Indiana
$4.31M -$6.36K -600 -0.2%
NEIRG
46
New England Investment & Retirement Group
Massachusetts
$3.77M +$15.8K +1,488 +0.4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.67M +$1.33M +125,784 +62%
FT
48
Fiduciary Trust
Massachusetts
$3.55M +$102K +9,600 +3%
MCM
49
Murphy Capital Management
New Jersey
$3.52M +$210K +19,840 +7%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$3.48M -$54.4K -5,136 -2%

VGT Hedge Fund Activity: Q4 2013 in Review

178 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q4 2013, worth a combined $2.44B — up 13% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VGT positions and 15 closed out — a net gain of 10 holders — while 71 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $57.7M. The largest seller was Stadion Money Management, exiting entirely with an estimated $92.4M sold.

  • 178 institutional investors held Vanguard Information Technology ETF (VGT) as of Q4 2013, up from 172 in Q3 2013.
  • Funds reported $2.44B of Vanguard Information Technology ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 25 funds opened new Vanguard Information Technology ETF positions in Q4 2013 and 15 closed out, a net change of +10 holders.
  • The largest Vanguard Information Technology ETF buyer in Q4 2013 was Bank of America, an estimated $57.7M added.
  • The largest Vanguard Information Technology ETF seller in Q4 2013 was Stadion Money Management, an estimated $92.4M sold.

Based on aggregated 13F filings for Q4 2013.