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Vanguard Growth ETF

275 hedge funds and large institutions have $7.69B invested in Vanguard Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 110 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

59% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 69

41% more funds holding in top 10

Funds holding in top 10: 3448 (+14)

28% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.01M

19% more capital invested

Capital invested by funds: $6.46B → $7.69B (+$1.23B)

13% more funds holding

Funds holding: 244275 (+31)

10.83% more ownership

Funds ownership: 337.33%348.16% (+11%)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
7.98%
Holding in Top 10
48
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+41.18%
% of All Funds
1.39%
New
51
Increased
110
Reduced
69
Closed
17
Calls
$1.3M
Puts
$1.01M
Net Calls
+$288K
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$234K +$223K +15,066 New
ACP
227
Ashfield Capital Partners
California
$233K
CPO
228
Cerity Partners OCIO
New York
$230K +$219K +14,850 New
Comerica Bank
229
Comerica Bank
Texas
$229K -$3.33M -225,642 -94%
EA
230
Elm Advisors
California
$228K +$217K +14,700 New
FHB
231
First Hawaiian Bank
Hawaii
$226K +$215K +14,568 New
S
232
SignatureFD
Georgia
$222K
GT
233
Glenmede Trust
Pennsylvania
$210K +$29K +1,962 +17%
MA
234
MUFG Americas
New York
$208K +$171K +11,610 +645%
DWM
235
Destination Wealth Management
California
$206K +$196K +13,266 New
ST
236
Smithfield Trust
Pennsylvania
$196K
Barclays
237
Barclays
United Kingdom
$188K +$126K +8,544 +242%
BIM
238
BlackRock Investment Management
Delaware
$171K +$163K +11,010 New
V
239
Veritable
Delaware
$170K +$162K +10,956 New
RIA
240
Regal Investment Advisors
Michigan
$169K -$483K -32,670 -75%
PSI
241
Pinnacle Summer Investments
Virginia
$159K +$151K +10,224 New
HRIA
242
Haberer Registered Investment Advisor
Ohio
$151K -$51.8K -3,510 -26%
BC
243
Bartlett & Co
Ohio
$150K -$26.6K -1,800 -16%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$128K
TWM
245
Torch Wealth Management
Ohio
$123K +$117K +7,920 New
VIA
246
Vantage Investment Advisors
Pennsylvania
$117K +$111K +7,536 New
JFA
247
JNBA Financial Advisors
Minnesota
$113K
PMFA
248
Plante Moran Financial Advisors
Michigan
$105K +$11.1K +750 +13%
KTC
249
Kistler-Tiffany Companies
Pennsylvania
$104K
WOC
250
West Oak Capital
California
$97.7K

VUG Hedge Fund Activity: Q4 2013 in Review

275 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2013, worth a combined $7.69B — up 19% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VUG positions and 17 closed out — a net gain of 34 holders — while 110 added to existing stakes and 69 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $161M. The largest seller was UBS, cutting an estimated $14.8M.

  • 275 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2013, up from 244 in Q3 2013.
  • Funds reported $7.69B of Vanguard Growth ETF stock for Q4 2013, up 19% quarter-over-quarter.
  • 51 funds opened new Vanguard Growth ETF positions in Q4 2013 and 17 closed out, a net change of +34 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2013 was Stadion Money Management, an estimated $161M added.
  • The largest Vanguard Growth ETF seller in Q4 2013 was UBS, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2013.