We are live on ! Find out more
VUG icon

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
MIAN
376
Mariner Independent Advisor Network
Kansas
-$400K -22,974 Closed
PHS
377
Pekin Hardy Strauss
Illinois
-$352K -20,202 Closed
WA
378
WESPAC Advisors
California
-$352K -20,202 Closed
WT
379
Washington Trust
Rhode Island
-$248K -14,226 Closed
GW
380
GW & Wade
Massachusetts
-$235K -13,482 Closed
BFPW
381
BOK Financial Private Wealth
Colorado
-$225K -12,960 Closed
CSIA
382
Charles Schwab Investment Advisory
California
-$217K -12,456 Closed
PPA
383
Parametric Portfolio Associates
Washington
-$213K -12,252 Closed
SIC
384
SFE Investment Counsel
California
-$211K -12,138 Closed
AT
385
Arden Trust
Delaware
-$210K -12,102 Closed
BIM
386
Bridgecreek Investment Management
Oklahoma
-$209K -12,000 Closed
SC
387
Savant Capital
Illinois
-$205K -11,772 Closed
TRCT
388
Tower Research Capital (TRC)
New York
-$171K -9,804 Closed
RC
389
RegentAtlantic Capital
New Jersey
-$160K -9,186 Closed
WF
390
WealthTrust Fairport
Ohio
-$82K -4,710 Closed
VCM
391
Vigilant Capital Management
Maine
-$73K -4,200 Closed
GWCM
392
Godshalk Welsh Capital Management
Pennsylvania
-$16K -900 Closed
BOK
393
Bank of Kentucky
Kentucky
-$15K -870 Closed
CAL
394
Capital Analysts LLC
Pennsylvania
-$13.3K -762 Closed
AIM
395
Advantage Investment Management
Iowa
-$10K -582 Closed
BBHC
396
Brown Brothers Harriman & Co
New York
-$10K -570 Closed
MAS
397
Madden Advisory Services
Florida
-$9K -510 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.