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Vanguard Growth ETF
VUG

Overview Fund Activity

295 hedge funds and large institutions have $7.9B invested in Vanguard Growth ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+20
Holders Change %
+7.27%
% of All Funds
8.53%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
1.45%
New
38
Increased
125
Reduced
81
Closed
15
Calls
$1.96M
Puts
$972K
Net Calls
+$991K
Net Calls Change
+$703K

Top Buyers

1
DWA
Dorsey Wright & Associates
California
$71.4M
2
AIA
Arrow Investment Advisors
Maryland
$71.4M
3
MAA
Managed Account Advisors
New Jersey
$264M
4
QA
Quantitative Advantage
Minnesota
$35.7M
5
U
UBS
Switzerland
$295M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$9.13M
2
Bank of America
Bank of America
North Carolina
$1.37B
3
AssetMark Inc
AssetMark Inc
California
$47.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15M
5
SAMT
Select Asset Management & Trust
Pennsylvania
$7.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
276
Partnervest Advisory Services
California
$43K +$4.67K +50 +12%
CG
277
Colony Group
Massachusetts
$42K – – –
WAS
278
Winch Advisory Services
Wisconsin
$35K +$35K +378 New
HHGA
279
Halbert Hargrove Global Advisors
California
$31K +$31K +330 New
FNBT
280
FineMark National Bank & Trust
Florida
$23K +$23K +247 New
ST
281
Stifel Trust
Missouri
$19K – – –
NSIM
282
North Star Investment Management
Illinois
$19K +$19K +206 New
PFSC
283
Peoples Financial Services Corp
Pennsylvania
$17K -$18.7K -200 -52%
TAM
284
Tocqueville Asset Management
New York
$16K +$16K +176 New
BOK
285
Bank of Kentucky
Kentucky
$14K +$14K +145 New
PP
286
Palladium Partners
Virginia
$12K +$12K +125 New
NC
287
NewSquare Capital
Pennsylvania
$11K +$11K +114 New
IFA
288
Interactive Financial Advisors
Illinois
$9K -$356 -4 -4%
EWM
289
Evercore Wealth Management
New York
$9K – – –
BCM
290
Blume Capital Management
California
$7K – – –
EK
291
Evensky & Katz
Florida
$5K – – –
OIA
292
Optimum Investment Advisors
Illinois
$5K +$5K +50 New
Loomis, Sayles & Company
293
Loomis, Sayles & Company
Massachusetts
$3K -$318K -3,608 -99%
TAT
294
TD Ameritrade Trust
Colorado
$2K – – –
TFA
295
Transamerica Financial Advisors
Florida
$2K +$1.85K +12 +1,200%
NIS
296
National Investment Services
Wisconsin
– -$4.78M -51,415 Closed
PSW
297
Portfolio Strategies (Washington)
Washington
– -$4.73M -50,827 Closed
Invesco
298
Invesco
Georgia
– -$4.41M -47,365 Closed
CWA
299
Constellation Wealth Advisors
New York
– -$2.67M -28,729 Closed
CSIA
300
Charles Schwab Investment Advisory
California
– -$333K -3,576 Closed
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