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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
KPCM
251
Kings Point Capital Management
New York
$88K
TFO
252
Tarbox Family Office
California
$70K +$66.2K +4,482 New
FA
253
Financial Advantage
Maryland
$60K +$56.9K +3,852 New
RFA
254
Reilly Financial Advisors
California
$56K +$50.3K +3,408 +1,721%
CG
255
Colony Group
Massachusetts
$42K +$39.9K +2,700 New
SMU
256
Signet Management USA
Virginia
$41K +$39.1K +2,646 New
PAS
257
Partnervest Advisory Services
California
$38K +$3.54K +240 +11%
FWM
258
Focused Wealth Management
New York
$36K -$8.86K -600 -21%
PFSC
259
Peoples Financial Services Corp
Pennsylvania
$36K +$33.9K +2,292 New
BFEC
260
Benjamin F. Edwards & Company
Missouri
$32K +$17.8K +1,206 +146%
ST
261
Stifel Trust
Missouri
$19K -$17.7K -1,200 -50%
M&T Bank
262
M&T Bank
New York
$16K +$4.43K +300 +43%
ACM
263
Antonetti Capital Management
Florida
$15K +$14.3K +966 New
IFA
264
Interactive Financial Advisors
Illinois
$10K -$798 -54 -8%
CFA
265
Camarda Financial Advisors
Florida
$10K +$9.31K +630 New
TRCT
266
Tower Research Capital (TRC)
New York
$9K -$2.48K -168 -22%
EWM
267
Evercore Wealth Management
New York
$9K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.56K +444 New
BCM
269
Blume Capital Management
California
$7K +$6.65K +450 New
EK
270
Evensky & Katz
Florida
$5K
MCM
271
Manchester Capital Management
Vermont
$4K
CEMP
272
Compass Efficient Model Portfolios
Tennessee
$3K -$1.15K -78 -27%
TAT
273
TD Ameritrade Trust
Colorado
$2K
NDSI
274
Newman Dignan & Sheerar Inc
Rhode Island
$1.06K +$18.7K +1,266 +2%
TFA
275
Transamerica Financial Advisors
Florida
$1K

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.