Vanguard Growth ETF
VUG
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.
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
102% more call options, than puts
Call options by funds: $1.96M | Put options by funds: $972K
54% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 81
7% more funds holding
Funds holding: 275 → 295 (+20)
4% more funds holding in top 10
Funds holding in top 10: 48 → 50 (+2)
3% more capital invested
Capital invested by funds: $7.69B → $7.9B (+$213M)
0.76% less ownership
Funds ownership: 348.16% → 347.4% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$71.1M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$71.1M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$44.2M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$35.5M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$169M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$57.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$45.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.63M |
| 5 |
SAMT
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
-$6.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMO
301
Covenant Multifamily Offices
San Antonio,
Texas
| – | -$320K | -20,604 | Closed |
|
|
DG
302
Davidson & Garrard
Lynchburg,
Virginia
| – | -$302K | -19,464 | Closed |
|
|
ST
303
Sentinel Trust
Houston,
Texas
| – | -$278K | -17,922 | Closed |
|
|
AL
304
Aspiriant LLC
Los Angeles,
California
| – | -$234K | -15,096 | Closed |
|
|
V
305
Veritable
Wilmington,
Delaware
| – | -$170K | -10,956 | Closed |
|
|
FA
306
Financial Advantage
Columbia,
Maryland
| – | -$60K | -3,852 | Closed |
|
|
ACM
307
Antonetti Capital Management
Naples,
Florida
| – | -$15K | -966 | Closed |
|
|
CFA
308
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$10K | -630 | Closed |
|
|
TRCT
309
Tower Research Capital (TRC)
New York
| – | -$9K | -600 | Closed |
|
310
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$7K | -444 | Closed |
|
VUG Hedge Fund Activity: Q1 2014 in Review
295 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2014, worth a combined $7.9B — up 2.8% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VUG positions and 15 closed out — a net gain of 23 holders — while 125 added to existing stakes and 81 trimmed.
The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $71.1M. The largest seller was Stadion Money Management, cutting an estimated $169M.
- 295 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2014, up from 275 in Q4 2013.
- Funds reported $7.9B of Vanguard Growth ETF stock for Q1 2014, up 2.8% quarter-over-quarter.
- 38 funds opened new Vanguard Growth ETF positions in Q1 2014 and 15 closed out, a net change of +23 holders.
- The largest Vanguard Growth ETF buyer in Q1 2014 was Arrow Investment Advisors, an estimated $71.1M added.
- The largest Vanguard Growth ETF seller in Q1 2014 was Stadion Money Management, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2014.