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Vanguard Growth ETF

376 hedge funds and large institutions have $11.6B invested in Vanguard Growth ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

59% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.01M

45% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 110

6% more capital invested

Capital invested by funds: $11B → $11.6B (+$608M)

5.03% more ownership

Funds ownership: 366.38%371.41% (+5%)

3% more funds holding

Funds holding: 366376 (+10)

2% more funds holding in top 10

Funds holding in top 10: 6263 (+1)

Holders
376
Holders Change
+10
Holders Change %
+2.73%
% of All Funds
10.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.7%
New
32
Increased
160
Reduced
110
Closed
16
Calls
$3.19M
Puts
$2.01M
Net Calls
+$1.18M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Planning Alternatives
Michigan
$24.8M -$633K -34,824 -2%
RJA
52
Raymond James & Associates
Florida
$24.8M +$570K +31,362 +2%
LA
53
LVW Advisors
New York
$23.9M +$372K +20,454 +2%
AI
54
Atria Investments
North Carolina
$23.1M -$745K -41,016 -3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$22M -$395K -21,744 -2%
PC
56
Permanens Capital
New York
$21.9M -$4.34M -238,776 -16%
NPC
57
National Planning Corporation
California
$21.6M -$3.73M -205,188 -15%
SMG
58
Spectrum Management Group
Indiana
$21.3M -$114K -6,270 -0.5%
FPIS
59
Financial Planning & Information Services
Wisconsin
$20.9M +$544K +29,964 +3%
IWA
60
Inspirion Wealth Advisors
Illinois
$20.5M +$1.73M +95,472 +9%
MA
61
MCF Advisors
Kentucky
$19.1M +$154K +8,454 +0.8%
ICOA
62
Investment Centers of America
North Dakota
$18M +$1.56M +85,668 +9%
CM
63
Cornerstone Management
Georgia
$17.8M +$3.38M +186,318 +23%
IA
64
Ibbotson Associates
Illinois
$17.2M -$2.58M -141,792 -13%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$16.8M +$5.25M +288,816 +44%
SFG
66
Sage Financial Group
Pennsylvania
$16.4M -$700K -38,526 -4%
MFS
67
MSI Financial Services
Massachusetts
$15.9M -$2.19M -120,816 -12%
Truist Financial
68
Truist Financial
North Carolina
$15.7M -$897K -49,374 -5%
CS
69
Credit Suisse
Switzerland
$15.4M +$263K +14,466 +2%
NFG
70
Noven Financial Group
Colorado
$15.2M -$2.8M -154,218 -15%
Ameriprise
71
Ameriprise
Minnesota
$14.9M +$2.93M +161,250 +23%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$14.9M +$484K +26,616 +3%
WIC
73
Woodmont Investment Counsel
Tennessee
$14.6M +$64.9K +3,570 +0.4%
AIS
74
American Investment Services
Massachusetts
$14.6M +$845K +46,524 +6%
JP Morgan Chase
75
JP Morgan Chase
New York
$14.2M +$1.86M +102,546 +15%

VUG Hedge Fund Activity: Q2 2015 in Review

376 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2015, worth a combined $11.6B — up 5.5% from $11B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUG positions and 16 closed out — a net gain of 16 holders — while 160 added to existing stakes and 110 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $287M. The largest seller was Aegon USA Investment Management, cutting an estimated $234M.

  • 376 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2015, up from 366 in Q1 2015.
  • Funds reported $11.6B of Vanguard Growth ETF stock for Q2 2015, up 5.5% quarter-over-quarter.
  • 32 funds opened new Vanguard Growth ETF positions in Q2 2015 and 16 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $287M added.
  • The largest Vanguard Growth ETF seller in Q2 2015 was Aegon USA Investment Management, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.