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Vanguard Growth ETF

376 hedge funds and large institutions have $11.6B invested in Vanguard Growth ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

59% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.01M

45% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 110

6% more capital invested

Capital invested by funds: $11B → $11.6B (+$608M)

5.03% more ownership

Funds ownership: 366.38%371.41% (+5%)

3% more funds holding

Funds holding: 366376 (+10)

2% more funds holding in top 10

Funds holding in top 10: 6263 (+1)

Holders
376
Holders Change
+10
Holders Change %
+2.73%
% of All Funds
10.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.7%
New
32
Increased
160
Reduced
110
Closed
16
Calls
$3.19M
Puts
$2.01M
Net Calls
+$1.18M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
326
Integrated Wealth Management (Palm Desert)
California
$160K
KPCM
327
Kings Point Capital Management
New York
$157K
BEAM
328
Baker Ellis Asset Management
Washington
$151K
FANJ
329
Financial Architects (New Jersey)
New Jersey
$151K +$44.5K +2,448 +41%
PMFA
330
Plante Moran Financial Advisors
Michigan
$148K
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$146K
WOC
332
West Oak Capital
California
$130K +$2.73K +150 +2%
JFA
333
JNBA Financial Advisors
Minnesota
$130K
BFEC
334
Benjamin F. Edwards & Company
Missouri
$123K -$1.74K -96 -1%
NFG
335
NewFocus Financial Group
Washington
$121K
VNA
336
Valley National Advisers
Pennsylvania
$113K
TCM
337
Tradewinds Capital Management
Washington
$86K +$87.4K +4,812 New
CG
338
Colony Group
Massachusetts
$84K
MA
339
MUFG Americas
New York
$82K
EWM
340
Evercore Wealth Management
New York
$72K +$63.2K +3,480 +624%
ASN
341
Advisory Services Network
Georgia
$67K +$12.6K +696 +23%
BIM
342
BlackRock Investment Management
Delaware
$66K
MCM
343
Manchester Capital Management
Vermont
$63K
SCA
344
Strategic Capital Alternatives
United States
$61K +$62K +3,414 New
HDIM
345
Hanson & Doremus Investment Management
Vermont
$60K +$60.6K +3,336 New
NFG
346
Next Financial Group
Texas
$56K
WCM
347
Wealthcare Capital Management
Virginia
$54K
NC
348
NewSquare Capital
Pennsylvania
$46K
Barclays
349
Barclays
United Kingdom
$43K
KCPG
350
Kavar Capital Partners Group
Kansas
$42K +$43.6K +2,400 New

VUG Hedge Fund Activity: Q2 2015 in Review

376 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2015, worth a combined $11.6B — up 5.5% from $11B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUG positions and 16 closed out — a net gain of 16 holders — while 160 added to existing stakes and 110 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $287M. The largest seller was Aegon USA Investment Management, cutting an estimated $234M.

  • 376 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2015, up from 366 in Q1 2015.
  • Funds reported $11.6B of Vanguard Growth ETF stock for Q2 2015, up 5.5% quarter-over-quarter.
  • 32 funds opened new Vanguard Growth ETF positions in Q2 2015 and 16 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $287M added.
  • The largest Vanguard Growth ETF seller in Q2 2015 was Aegon USA Investment Management, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.