We are live on ! Find out more
VUG icon

Vanguard Growth ETF

366 hedge funds and large institutions have $11B invested in Vanguard Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $2.25M

28% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 113

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

19.97% more ownership

Funds ownership: 346.41%366.38% (+20%)

10% more capital invested

Capital invested by funds: $9.97B → $11B (+$1.03B)

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

2% more funds holding

Funds holding: 359366 (+7)

Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.75%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
1.65%
New
41
Increased
145
Reduced
113
Closed
32
Calls
$3.49M
Puts
$2.25M
Net Calls
+$1.24M
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
251
Reynders McVeigh Capital Management
Massachusetts
$493K +$10.6K +600 +2%
OC
252
Oakworth Capital
Alabama
$484K
CL
253
CPWM LLC
Washington
$470K +$11.7K +660 +3%
PWLP
254
Prio Wealth Limited Partnership
Massachusetts
$469K
BP
255
Ballentine Partners
Massachusetts
$454K
Brown Advisory
256
Brown Advisory
Maryland
$439K
PFM
257
Parsec Financial Management
North Carolina
$425K +$22.8K +1,284 +6%
BSW
258
Buckingham Strategic Wealth
Missouri
$425K +$432K +24,348 New
MJRIC
259
Mogy Joel R Investment Counsel
California
$422K +$10.6K +600 +3%
Bessemer Group
260
Bessemer Group
New Jersey
$412K -$41K -2,310 -9%
Two Sigma Advisers
261
Two Sigma Advisers
New York
$398K +$404K +22,800 New
AF
262
Allworth Financial
California
$396K +$958 +54 +0.2%
GT
263
Greenleaf Trust
Michigan
$396K +$9.26K +522 +2%
FWM
264
Focused Wealth Management
New York
$389K +$305K +17,178 +336%
LNC
265
Lincoln National Corp
Pennsylvania
$379K +$18.5K +1,044 +5%
PAIM
266
Punch & Associates Investment Management
Minnesota
$376K
CCA
267
Checchi Capital Advisers
California
$374K -$18.8K -1,062 -5%
VV
268
Valentine Ventures
Oregon
$358K -$170K -9,558 -32%
SS
269
Simplicity Solutions
Minnesota
$356K -$112K -6,312 -24%
RW
270
Rand Wealth
Maryland
$351K
CCM
271
Coe Capital Management
Illinois
$346K -$107K -6,030 -23%
CCFCSB
272
Cape Cod Five Cents Savings Bank
Massachusetts
$335K -$2.66K -150 -0.8%
HIMC
273
Heritage Investors Management Corp
Maryland
$318K +$324K +18,252 New
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$317K +$249K +14,040 +337%
DWM
275
Destination Wealth Management
California
$315K +$47.4K +2,670 +18%

VUG Hedge Fund Activity: Q1 2015 in Review

366 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2015, worth a combined $11B — up 10% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VUG positions and 32 closed out — a net gain of 9 holders — while 145 added to existing stakes and 113 trimmed.

The largest buyer was Bank of America, adding an estimated $550M. The largest seller was Edelman Financial Services, cutting an estimated $211M.

  • 366 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $11B of Vanguard Growth ETF stock for Q1 2015, up 10% quarter-over-quarter.
  • 41 funds opened new Vanguard Growth ETF positions in Q1 2015 and 32 closed out, a net change of +9 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2015 was Bank of America, an estimated $550M added.
  • The largest Vanguard Growth ETF seller in Q1 2015 was Edelman Financial Services, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2015.