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Vanguard Growth ETF
VUG

359 hedge funds and large institutions have $9.97B invested in Vanguard Growth ETF in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 139 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

111% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $742K

54% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 90

14% more funds holding

Funds holding: 314 → 359 (+45)

13% more funds holding in top 10

Funds holding in top 10: 52 → 59 (+7)

6% more capital invested

Capital invested by funds: $9.4B → $9.97B (+$568M)

16.1% less ownership

Funds ownership: 362.51% → 346.41% (-16%)

Holders
359
Holders Change
+45
Holders Change %
+14.33%
% of All Funds
9.57%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.57%
New
70
Increased
139
Reduced
90
Closed
21
Calls
$1.57M
Puts
$742K
Net Calls
+$824K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
MAA
Managed Account Advisors
New Jersey
+$285M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$42.7M
4
MIH
Madison Investment Holdings
Wisconsin
+$41.1M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$35.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$661M
2
AUIM
Aegon USA Investment Management
Iowa
-$92.5M
3
DWA
Dorsey Wright & Associates
California
-$53.9M
4
EFS
Edelman Financial Services
Virginia
-$33.8M
5
IA
IndexIQ Advisors
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
276
Becker Capital Management
Oregon
$284K – – –
PA
277
Pinnacle Associates
New York
$275K -$918 -54 -0.3%
MCM
278
Murphy Capital Management
New Jersey
$262K – – –
ACP
279
Ashfield Capital Partners
California
$261K – – –
DWM
280
Destination Wealth Management
California
$259K +$25.8K +1,518 +11%
EA
281
Elm Advisors
California
$256K – – –
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$253K – – –
FHB
283
First Hawaiian Bank
Hawaii
$253K – – –
WT
284
Washington Trust
Rhode Island
$248K +$242K +14,226 New
W
285
Wealthquest
Ohio
$242K +$237K +13,938 New
GW
286
GW & Wade
Massachusetts
$235K +$229K +13,482 New
AAS
287
Annex Advisory Services
Wisconsin
$229K +$7.65K +450 +4%
KA
288
Kovack Advisors
Florida
$228K +$223K +13,098 New
BCM
289
Brookstone Capital Management
Illinois
$226K +$10.5K +618 +5%
BFPW
290
BOK Financial Private Wealth
Colorado
$225K +$220K +12,960 New
BC
291
Bartlett & Co
Ohio
$219K +$69.9K +4,110 +48%
AA
292
Apriem Advisors
California
$217K +$212K +12,450 New
CSIA
293
Charles Schwab Investment Advisory
California
$217K +$212K +12,456 New
PPA
294
Parametric Portfolio Associates
Washington
$213K +$208K +12,252 New
CPO
295
Cerity Partners OCIO
New York
$211K -$73.3K -4,314 -26%
Chevy Chase Trust
296
Chevy Chase Trust
Maryland
$211K – – –
SIC
297
SFE Investment Counsel
California
$211K – – –
SFS
298
Summit Financial Strategies
Ohio
$211K +$206K +12,102 New
AT
299
Arden Trust
Delaware
$210K +$206K +12,102 New
BWFM
300
Bridgewater Wealth & Financial Management
Maryland
$209K +$204K +11,982 New
10 11
12
13 14

VUG Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2014, worth a combined $9.97B — up 6% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VUG positions and 21 closed out — a net gain of 49 holders — while 139 added to existing stakes and 90 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $285M. The largest seller was Bank of America, cutting an estimated $661M.

  • 359 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2014, up from 314 in Q3 2014.
  • Funds reported $9.97B of Vanguard Growth ETF stock for Q4 2014, up 6% quarter-over-quarter.
  • 70 funds opened new Vanguard Growth ETF positions in Q4 2014 and 21 closed out, a net change of +49 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $285M added.
  • The largest Vanguard Growth ETF seller in Q4 2014 was Bank of America, an estimated $661M sold.

Based on aggregated 13F filings for Q4 2014.