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Vanguard Growth ETF

314 hedge funds and large institutions have $9.4B invested in Vanguard Growth ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 96 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

96% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $976K

35% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 96

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

6% more capital invested

Capital invested by funds: $8.83B → $9.4B (+$566M)

4% more funds holding

Funds holding: 301314 (+13)

3.58% more ownership

Funds ownership: 358.93%362.51% (+3.6%)

Holders
314
Holders Change
+13
Holders Change %
+4.32%
% of All Funds
9.11%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.51%
New
26
Increased
130
Reduced
96
Closed
12
Calls
$1.91M
Puts
$976K
Net Calls
+$938K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cranbrook Wealth Management
Michigan
$10.1M +$13.4K +804 +0.1%
BFA
77
Beaumont Financial Advisors
Massachusetts
$9.98M -$235K -14,124 -2%
PCP
78
Perimeter Capital Partners
Georgia
$9.96M +$9.99M +599,640 New
MIS
79
Morningstar Investment Services
Illinois
$9.62M +$860K +51,618 +10%
CCM
80
Condor Capital Management
New Jersey
$9.31M +$378K +22,674 +4%
BFG
81
Beacon Financial Group
Texas
$9.19M +$11.4M +682,932 +2,204%
SMM
82
Stadion Money Management
Georgia
$8.52M +$577K +34,680 +7%
SWM
83
SVA Wealth Management
Wisconsin
$8.3M -$299K -17,946 -3%
BTS
84
BB&T Securities
Virginia
$8.16M +$27.7K +1,662 +4%
IA
85
Ibbotson Associates
Illinois
$8.14M -$51.2K -3,072 -0.6%
CS
86
Credit Suisse
Switzerland
$7.96M +$463K +27,780 +6%
MFS
87
MSI Financial Services
Massachusetts
$7.56M +$668K +40,104 +10%
CFB
88
Cullen/Frost Bankers
Texas
$7.39M +$325K +19,536 +5%
Ameriprise
89
Ameriprise
Minnesota
$7.27M -$448K -26,928 -6%
AIG
90
American International Group
New York
$7.22M +$4.05M +243,018 +127%
SIAS
91
Shine Investment Advisory Services
Colorado
$7.21M -$108K -6,468 -1%
SB
92
Suntrust Banks
Georgia
$7.17M +$59.1K +3,552 +0.8%
SFT
93
Simmons First Trust
Arkansas
$7.08M -$458K -27,504 -6%
B
94
Baird
Wisconsin
$7.05M +$118K +7,080 +2%
CAN
95
Cetera Advisor Networks
California
$6.97M +$3.76M +225,582 +116%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$6.93M +$1.52M +91,566 +28%
MFS
97
Monetta Financial Services
Illinois
$6.88M
CB
98
Chemical Bank
Michigan
$6.51M -$211K -12,678 -3%
Creative Planning
99
Creative Planning
Kansas
$6.12M +$630K +37,842 +11%
PA
100
Paracle Advisors
Washington
$6.01M +$6.03M +362,148 New

VUG Hedge Fund Activity: Q3 2014 in Review

314 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2014, worth a combined $9.4B — up 6.4% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VUG positions and 12 closed out — a net gain of 14 holders — while 130 added to existing stakes and 96 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $217M. The largest seller was Bank of America, cutting an estimated $143M.

  • 314 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2014, up from 301 in Q2 2014.
  • Funds reported $9.4B of Vanguard Growth ETF stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 26 funds opened new Vanguard Growth ETF positions in Q3 2014 and 12 closed out, a net change of +14 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $217M added.
  • The largest Vanguard Growth ETF seller in Q3 2014 was Bank of America, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2014.