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Vanguard Growth ETF

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

55% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $2.25M

28% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 113

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

19.97% more ownership

Funds ownership: 346.41%366.38% (+20%)

10% more capital invested

Capital invested by funds: $9.97B → $11B (+$1.03B)

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

2% more funds holding

Funds holding: 359366 (+7)

Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.75%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Aris Wealth Services
Pennsylvania
$25K +$25.9K +1,458 New
AIP
352
Ameritas Investment Partners
Nebraska
$24K
BCM
353
Blume Capital Management
California
$23K
CTB
354
Country Trust Bank
Illinois
$23K
NSIM
355
North Star Investment Management
Illinois
$22K
TWA
356
TCI Wealth Advisors
Arizona
$22K +$22.5K +1,266 New
PFSC
357
Peoples Financial Services Corp
Pennsylvania
$19K
Manulife (Manufacturers Life Insurance)
358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.7K +$1.7M +95,592 +10%
SHJ
359
Sharkey, Howes & Javer
Colorado
$18K +$18.1K +1,020 New
HI
360
Hudock Inc
Pennsylvania
$13K
EWM
361
Evercore Wealth Management
New York
$10K +$9.9K +558 New
W
362
Wealthfront
California
$8K +$8.19K +462 New
OIA
363
Optimum Investment Advisors
Illinois
$5K
WAS
364
Winch Advisory Services
Wisconsin
$3K +$2.98K +168 New
AC
365
Alexandria Capital
Virginia
$1K
GIM
366
Guild Investment Management
California
-$7.06M -405,660 Closed
SAM
367
Stringer Asset Management
Tennessee
-$4.71M -270,930 Closed
Deutsche Bank
368
Deutsche Bank
Germany
-$3.25M -187,020 Closed
HS
369
Huntington Steele
Pennsylvania
-$2.34M -134,706 Closed
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
-$1.31M -75,504 Closed
EC
371
Estate Counselors
Wisconsin
-$964K -55,380 Closed
PFG
372
Pacific Financial Group
Washington
-$612K -35,190 Closed
CCMH
373
Cornerstone Capital Management Holdings
New York
-$537K -30,888 Closed
CWM
374
Concert Wealth Management
California
-$466K -26,688 Closed
1GA
375
1st Global Advisors
Texas
-$454K -26,082 Closed

VUG Hedge Fund Activity: Q1 2015 in Review

366 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2015, worth a combined $11B — up 10% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VUG positions and 32 closed out — a net gain of 9 holders — while 145 added to existing stakes and 113 trimmed.

The largest buyer was Bank of America, adding an estimated $550M. The largest seller was Edelman Financial Services, cutting an estimated $211M.

  • 366 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $11B of Vanguard Growth ETF stock for Q1 2015, up 10% quarter-over-quarter.
  • 41 funds opened new Vanguard Growth ETF positions in Q1 2015 and 32 closed out, a net change of +9 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2015 was Bank of America, an estimated $550M added.
  • The largest Vanguard Growth ETF seller in Q1 2015 was Edelman Financial Services, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2015.