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Vanguard Growth ETF
VUG

Overview Fund Activity

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
Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.76%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
MAA
2
Managed Account Advisors
New Jersey
$1.29B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$354M
4
UBS Group
4
UBS Group
Switzerland
$501M
5
AUIM
5
Aegon USA Investment Management
Iowa
$343M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$1.07B
2
GI
2
Gradient Investments
Minnesota
$5.51M
3
NPC
3
National Planning Corporation
California
$24.9M
4
PC
4
Permanens Capital
New York
$25.6M
5
Wells Fargo
5
Wells Fargo
California
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
301
Summit Financial Wealth Advisors
Louisiana
$214K – – –
BCM
302
Brookstone Capital Management
Illinois
$213K -$12.8K -123 -6%
MFWM
303
Motley Fool Wealth Management
Virginia
$213K +$213K +2,037 New
CPO
304
Cerity Partners OCIO
New York
$212K – – –
CHA
305
Cedar Hill Associates
Illinois
$212K +$212K +2,027 New
Chevy Chase Trust
306
Chevy Chase Trust
Maryland
$211K – – –
SFS
307
Summit Financial Strategies
Ohio
$211K – – –
KA
308
Kovack Advisors
Florida
$210K -$18.6K -178 -8%
DG
309
Davidson & Garrard
Virginia
$207K +$207K +1,976 New
BOTW
310
Bank of the West
California
$207K +$207K +1,983 New
AAS
311
Annex Advisory Services
Wisconsin
$206K -$23K -220 -10%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$201K +$201K +1,921 New
GWM
313
Gupta Wealth Management
California
$192K +$192K +1,840 New
PSI
314
Pinnacle Summer Investments
Virginia
$178K – – –
HNB
315
Huntington National Bank
Ohio
$176K +$176K +1,684 New
CFSG
316
Community Financial Services Group
Vermont
$175K – – –
SIA
317
Stancorp Investment Advisers
Oregon
$157K -$16.6K -159 -10%
IWM
318
Integrated Wealth Management
California
$156K +$156K +1,499 New
KPCM
319
Kings Point Capital Management
New York
$153K +$53.9K +516 +54%
TDC
320
Thompson Davis & Co
Virginia
$151K – – –
S
321
SignatureFD
Georgia
$151K +$9.22K +88 +7%
BEAM
322
Baker Ellis Asset Management
Washington
$147K +$6.47K +62 +5%
PMFA
323
Plante Moran Financial Advisors
Michigan
$144K – – –
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$143K – – –
JFA
325
JNBA Financial Advisors
Minnesota
$127K – – –
11 12
13
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