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Vanguard Growth ETF
VUG

359 hedge funds and large institutions have $9.97B invested in Vanguard Growth ETF in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 139 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

111% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $742K

54% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 90

14% more funds holding

Funds holding: 314 → 359 (+45)

13% more funds holding in top 10

Funds holding in top 10: 52 → 59 (+7)

6% more capital invested

Capital invested by funds: $9.4B → $9.97B (+$568M)

16.1% less ownership

Funds ownership: 362.51% → 346.41% (-16%)

Holders
359
Holders Change
+45
Holders Change %
+14.33%
% of All Funds
9.57%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.57%
New
70
Increased
139
Reduced
90
Closed
21
Calls
$1.57M
Puts
$742K
Net Calls
+$824K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
MAA
Managed Account Advisors
New Jersey
+$285M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$42.7M
4
MIH
Madison Investment Holdings
Wisconsin
+$41.1M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$35.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$661M
2
AUIM
Aegon USA Investment Management
Iowa
-$92.5M
3
DWA
Dorsey Wright & Associates
California
-$53.9M
4
EFS
Edelman Financial Services
Virginia
-$33.8M
5
IA
IndexIQ Advisors
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$54.5M -$954K -56,118 -2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$53.3M +$35.6M +2,092,764 +216%
TI
28
Truepoint Inc
Ohio
$48M +$81.5K +4,794 +0.2%
William Blair & Company
29
William Blair & Company
Illinois
$46.1M +$3.02M +177,372 +7%
ECM
30
Evergreen Capital Management
Washington
$39.5M -$26.5K -1,560 -0.1%
NPC
31
National Planning Corporation
California
$39M +$2.21M +129,930 +6%
CHP
32
Cable Hill Partners
Oregon
$37.7M +$36.8M +2,164,296 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$37M +$3.7M +217,794 +11%
PC
34
Permanens Capital
New York
$36.5M +$21.9M +1,288,986 +160%
BCI
35
Brinker Capital Investments
Pennsylvania
$35.8M -$3.41M -200,868 -9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35M +$2.41M +141,918 +8%
GC
37
Garde Capital
Washington
$32.9M -$91.3K -5,370 -0.3%
SI
38
SII Investments
Wisconsin
$29.9M +$3.33M +195,684 +13%
FIG
39
FundX Investment Group
California
$29.9M +$29.2M +1,717,122 New
WA
40
Waverly Advisors
Alabama
$29.1M +$626K +36,822 +2%
SFSG
41
Stearns Financial Services Group
North Carolina
$28.8M +$1.13M +66,396 +4%
EWA
42
EP Wealth Advisors
California
$28.2M +$3.3M +193,914 +14%
AI
43
Atria Investments
North Carolina
$27.8M -$2.13M -125,262 -7%
HighTower Advisors
44
HighTower Advisors
Illinois
$27.6M +$5.05M +297,120 +23%
IH
45
IFC Holdings
Florida
$27M +$1.09M +64,272 +4%
RJA
46
Raymond James & Associates
Florida
$26.1M +$2.34M +137,874 +10%
PA
47
Planning Alternatives
Michigan
$25.8M -$601K -35,322 -2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$25M +$23.9K +1,404 +0.1%
GI
49
Gradient Investments
Minnesota
$24.9M +$1.85M +109,062 +8%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$24.8M +$1.48M +86,778 +6%
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VUG Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2014, worth a combined $9.97B — up 6% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VUG positions and 21 closed out — a net gain of 49 holders — while 139 added to existing stakes and 90 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $285M. The largest seller was Bank of America, cutting an estimated $661M.

  • 359 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2014, up from 314 in Q3 2014.
  • Funds reported $9.97B of Vanguard Growth ETF stock for Q4 2014, up 6% quarter-over-quarter.
  • 70 funds opened new Vanguard Growth ETF positions in Q4 2014 and 21 closed out, a net change of +49 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $285M added.
  • The largest Vanguard Growth ETF seller in Q4 2014 was Bank of America, an estimated $661M sold.

Based on aggregated 13F filings for Q4 2014.