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Vanguard Growth ETF

301 hedge funds and large institutions have $8.83B invested in Vanguard Growth ETF in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 125 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $712K

40% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 89

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $7.9B → $8.83B (+$929M)

11.52% more ownership

Funds ownership: 347.4%358.93% (+12%)

2% more funds holding

Funds holding: 295301 (+6)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

Holders
301
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
8.65%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.35%
New
28
Increased
125
Reduced
89
Closed
21
Calls
$1.44M
Puts
$712K
Net Calls
+$732K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
EK
301
Evensky & Katz
Florida
$1K
AIA
302
Arrow Investment Advisors
Maryland
-$71.4M -4,581,600 Closed
DWA
303
Dorsey Wright & Associates
California
-$71.4M -4,581,600 Closed
PFG
304
Pacific Financial Group
Washington
-$17.5M -1,123,860 Closed
FIMS
305
FBL Investment Management Services
Iowa
-$6.22M -399,000 Closed
MFIMFI
306
Mesirow Financial Investment Management - Fixed Income
Illinois
-$2.23M -143,154 Closed
BIT
307
BlackRock Institutional Trust
California
-$1.95M -125,400 Closed
BBA
308
BLB&B Advisors
Pennsylvania
-$1.28M -81,888 Closed
CCA
309
Checchi Capital Advisers
California
-$767K -49,206 Closed
AP
310
Atwood & Palmer
Missouri
-$523K -33,600 Closed
Citadel Advisors
311
Citadel Advisors
Florida
-$301K -18,972 Closed
CIP
312
Cornerstone Investment Partners
Georgia
-$232K -14,910 Closed
BJL
313
Brighton Jones LLC
Washington
-$232K -14,880 Closed
PWAG
314
Polaris Wealth Advisory Group
California
-$225K -14,412 Closed
Fisher Asset Management
315
Fisher Asset Management
Washington
-$201K -12,894 Closed
TFO
316
Tarbox Family Office
California
-$70K -4,482 Closed
RFA
317
Reilly Financial Advisors
California
-$53K -3,408 Closed
HHGA
318
Halbert Hargrove Global Advisors
California
-$31K -1,980 Closed
PP
319
Palladium Partners
Virginia
-$12K -750 Closed
NC
320
NewSquare Capital
Pennsylvania
-$11K -684 Closed
Loomis, Sayles & Company
321
Loomis, Sayles & Company
Massachusetts
-$3K -204 Closed

VUG Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2014, worth a combined $8.83B — up 12% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VUG positions and 21 closed out — a net gain of 7 holders — while 125 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $71.4M sold.

  • 301 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2014, up from 295 in Q1 2014.
  • Funds reported $8.83B of Vanguard Growth ETF stock for Q2 2014, up 12% quarter-over-quarter.
  • 28 funds opened new Vanguard Growth ETF positions in Q2 2014 and 21 closed out, a net change of +7 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2014 was Bank of America, an estimated $173M added.
  • The largest Vanguard Growth ETF seller in Q2 2014 was Arrow Investment Advisors, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.