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Vanguard Growth ETF

301 hedge funds and large institutions have $8.83B invested in Vanguard Growth ETF in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 125 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $712K

40% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 89

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $7.9B → $8.83B (+$929M)

11.52% more ownership

Funds ownership: 347.4%358.93% (+12%)

2% more funds holding

Funds holding: 295301 (+6)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

Holders
301
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
8.65%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.35%
New
28
Increased
125
Reduced
89
Closed
21
Calls
$1.44M
Puts
$712K
Net Calls
+$732K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$16.7M +$9.57M +603,696 +148%
LC
52
Lubar & Co
Wisconsin
$16.2M +$15.6M +983,844 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$16.1M +$209K +13,182 +1%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$15.5M +$2.63M +166,212 +21%
Citigroup
55
Citigroup
New York
$15.4M -$2.38M -149,934 -14%
NFG
56
Noven Financial Group
Colorado
$15M +$418K +26,358 +3%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$14.7M +$1.64M +103,530 +13%
MIH
58
Madison Investment Holdings
Wisconsin
$13.8M +$944K +59,562 +8%
BEC
59
Blue Edge Capital
Virginia
$13.8M -$50.3K -3,174 -0.4%
Truist Financial
60
Truist Financial
North Carolina
$13.6M +$1.17M +74,034 +10%
FAG
61
Financial Advisory Group
Texas
$13.3M +$374K +23,580 +3%
WIC
62
Woodmont Investment Counsel
Tennessee
$12.9M -$71.3K -4,500 -0.6%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$12.6M +$1.04M +65,442 +9%
ICOA
64
Investment Centers of America
North Dakota
$12.4M +$2.51M +158,220 +27%
TCM
65
TD Capital Management
Tennessee
$11.7M -$2.3M -145,200 -17%
AIS
66
American Investment Services
Massachusetts
$11.6M +$131K +8,238 +1%
SAM
67
Stringer Asset Management
Tennessee
$10.3M +$1.09M +68,934 +12%
BFA
68
Beaumont Financial Advisors
Massachusetts
$10.1M +$737K +46,482 +8%
IB
69
Intrust Bank
Kansas
$10.1M +$9.75M +614,904 New
CWM
70
Cranbrook Wealth Management
Michigan
$10M +$376K +23,730 +4%
CCM
71
Condor Capital Management
New Jersey
$8.87M -$2.45M -154,836 -22%
SG Americas Securities
72
SG Americas Securities
New York
$8.75M +$654K +41,256 +8%
MIS
73
Morningstar Investment Services
Illinois
$8.7M +$1.08M +68,286 +15%
SWM
74
SVA Wealth Management
Wisconsin
$8.54M +$22.6K +1,428 +0.3%
IA
75
Ibbotson Associates
Illinois
$8.13M +$953K +60,114 +14%

VUG Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2014, worth a combined $8.83B — up 12% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VUG positions and 21 closed out — a net gain of 7 holders — while 125 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $71.4M sold.

  • 301 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2014, up from 295 in Q1 2014.
  • Funds reported $8.83B of Vanguard Growth ETF stock for Q2 2014, up 12% quarter-over-quarter.
  • 28 funds opened new Vanguard Growth ETF positions in Q2 2014 and 21 closed out, a net change of +7 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2014 was Bank of America, an estimated $173M added.
  • The largest Vanguard Growth ETF seller in Q2 2014 was Arrow Investment Advisors, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.