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Vanguard Growth ETF

275 hedge funds and large institutions have $7.69B invested in Vanguard Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 110 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

59% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 69

41% more funds holding in top 10

Funds holding in top 10: 3448 (+14)

28% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.01M

19% more capital invested

Capital invested by funds: $6.46B → $7.69B (+$1.23B)

13% more funds holding

Funds holding: 244275 (+31)

10.83% more ownership

Funds ownership: 337.33%348.16% (+11%)

Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
7.98%
Holding in Top 10
48
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+41.18%
% of All Funds
1.39%
New
51
Increased
110
Reduced
69
Closed
17
Calls
$1.3M
Puts
$1.01M
Net Calls
+$288K
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$14M +$3.05M +206,406 +30%
SI
52
SII Investments
Wisconsin
$14M +$1.67M +112,974 +14%
GI
53
Gradient Investments
Minnesota
$13.7M +$2.17M +146,718 +20%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$2.48M +167,622 +24%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$13M +$4.01M +271,530 +48%
WIC
56
Woodmont Investment Counsel
Tennessee
$13M -$805K -54,480 -6%
NFG
57
Noven Financial Group
Colorado
$12.5M +$11.9M +808,680 New
BEC
58
Blue Edge Capital
Virginia
$12.4M +$11.8M +800,460 New
FAG
59
Financial Advisory Group
Texas
$11.5M +$63.3K +4,284 +0.6%
Truist Financial
60
Truist Financial
North Carolina
$10.7M +$701K +47,460 +7%
CCM
61
Condor Capital Management
New Jersey
$10.2M -$349K -23,640 -3%
AIS
62
American Investment Services
Massachusetts
$10.1M +$458K +30,978 +5%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$9.94M +$917K +62,052 +11%
CWM
64
Cranbrook Wealth Management
Michigan
$8.93M +$8.51M +575,988 New
SAM
65
Stringer Asset Management
Tennessee
$8.41M +$8.01M +542,058 New
SWM
66
SVA Wealth Management
Wisconsin
$7.91M +$7.53M +509,772 New
RCAG
67
Rehmann Capital Advisory Group
Michigan
$7.63M +$128K +8,670 +2%
FAAM
68
First Allied Asset Management
California
$7.35M -$952K -64,452 -12%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$7.08M +$164K +11,100 +2%
SB
70
Suntrust Banks
Georgia
$6.59M +$232K +15,708 +4%
CB
71
Chemical Bank
Michigan
$6.58M +$3.43M +232,152 +121%
SFT
72
Simmons First Trust
Arkansas
$6.49M -$4.26M -288,276 -41%
B
73
Baird
Wisconsin
$6.35M +$154K +10,410 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$6.23M +$2.43M +164,214 +69%
Ameriprise
75
Ameriprise
Minnesota
$6.21M +$933K +63,180 +19%

VUG Hedge Fund Activity: Q4 2013 in Review

275 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2013, worth a combined $7.69B — up 19% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VUG positions and 17 closed out — a net gain of 34 holders — while 110 added to existing stakes and 69 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $161M. The largest seller was UBS, cutting an estimated $14.8M.

  • 275 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2013, up from 244 in Q3 2013.
  • Funds reported $7.69B of Vanguard Growth ETF stock for Q4 2013, up 19% quarter-over-quarter.
  • 51 funds opened new Vanguard Growth ETF positions in Q4 2013 and 17 closed out, a net change of +34 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2013 was Stadion Money Management, an estimated $161M added.
  • The largest Vanguard Growth ETF seller in Q4 2013 was UBS, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2013.