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Vanguard Growth ETF

314 hedge funds and large institutions have $9.4B invested in Vanguard Growth ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 96 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

96% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $976K

35% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 96

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

6% more capital invested

Capital invested by funds: $8.83B → $9.4B (+$566M)

4% more funds holding

Funds holding: 301314 (+13)

3.58% more ownership

Funds ownership: 358.93%362.51% (+3.6%)

Holders
314
Holders Change
+13
Holders Change %
+4.32%
% of All Funds
9.11%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.51%
New
26
Increased
130
Reduced
96
Closed
12
Calls
$1.91M
Puts
$976K
Net Calls
+$938K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Alley Company
Illinois
$437K -$922K -55,380 -68%
1GA
227
1st Global Advisors
Texas
$433K -$7.39K -444 -2%
BP
228
Ballentine Partners
Massachusetts
$433K
PFM
229
Parsec Financial Management
North Carolina
$432K -$62.9K -3,780 -13%
Bessemer Group
230
Bessemer Group
New Jersey
$430K
PWLP
231
Prio Wealth Limited Partnership
Massachusetts
$428K
CWM
232
Concert Wealth Management
California
$423K -$17.7K -1,062 -4%
Brown Advisory
233
Brown Advisory
Maryland
$418K
HFS
234
HL Financial Services
Kentucky
$409K -$62.3K -3,744 -13%
GT
235
Glenmede Trust
Pennsylvania
$408K +$170K +10,200 +71%
PL
236
Plancorp LLC
Missouri
$404K +$36K +2,160 +10%
CCM
237
Coe Capital Management
Illinois
$397K +$9.99K +600 +3%
CM
238
Capital Management
Virginia
$390K
CCA
239
Checchi Capital Advisers
California
$385K +$386K +23,172 New
AF
240
Allworth Financial
California
$383K +$8.19K +492 +2%
MJRIC
241
Mogy Joel R Investment Counsel
California
$379K
GT
242
Greenleaf Trust
Michigan
$379K +$25.8K +1,548 +7%
PAIM
243
Punch & Associates Investment Management
Minnesota
$359K
Comerica Bank
244
Comerica Bank
Texas
$344K -$66K -3,966 -16%
RW
245
Rand Wealth
Maryland
$335K
AllianceBernstein
246
AllianceBernstein
Tennessee
$326K -$43.4K -2,604 -12%
ACS
247
Archford Capital Strategies
Illinois
$321K +$21.2K +1,272 +7%
LNC
248
Lincoln National Corp
Pennsylvania
$313K -$11.9K -714 -4%
KWMG
249
King Wealth Management Group
Florida
$312K +$26K +1,560 +9%
RJT
250
Raymond James Trust
Florida
$302K -$200 -12 -0.1%

VUG Hedge Fund Activity: Q3 2014 in Review

314 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2014, worth a combined $9.4B — up 6.4% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VUG positions and 12 closed out — a net gain of 14 holders — while 130 added to existing stakes and 96 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $217M. The largest seller was Bank of America, cutting an estimated $143M.

  • 314 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2014, up from 301 in Q2 2014.
  • Funds reported $9.4B of Vanguard Growth ETF stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 26 funds opened new Vanguard Growth ETF positions in Q3 2014 and 12 closed out, a net change of +14 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $217M added.
  • The largest Vanguard Growth ETF seller in Q3 2014 was Bank of America, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2014.