We are live on ! Find out more
VUG icon

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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$3.67M +$1.1M +74,388 +46%
CAN
102
Cetera Advisor Networks
California
$3.65M +$266K +18,000 +8%
NES
103
New England Securities
New York
$3.64M +$602K +40,728 +21%
EWA
104
Exencial Wealth Advisors
Oklahoma
$3.63M -$36.7K -2,484 -1%
IA
105
Ibbotson Associates
Illinois
$3.37M +$1.41M +95,292 +78%
CB
106
Commerce Bank
Missouri
$3.09M +$261K +17,700 +10%
GA
107
GFS Advisors
Texas
$3.09M -$162K -10,962 -5%
LPT
108
Legacy Private Trust
Wisconsin
$3.01M -$3.13M -212,130 -52%
CAL
109
Capital Advisors Ltd
Ohio
$2.98M +$2.84M +192,252 New
FHA
110
First Horizon Advisors
Tennessee
$2.86M -$910K -61,590 -25%
WP
111
WMS Partners
Maryland
$2.84M +$137K +9,276 +5%
LFG
112
LifePlan Financial Group
Ohio
$2.79M +$100K +6,792 +4%
TCM
113
Twele Capital Management
Minnesota
$2.73M -$14.4K -978 -0.6%
CWA
114
Constellation Wealth Advisors
New York
$2.67M +$1.95M +131,916 +326%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M +$72.1K +4,878 +3%
PI
116
Placemark Investments
Illinois
$2.5M +$90.1K +6,102 +4%
CNB
117
City National Bank
California
$2.49M -$623K -42,180 -21%
AIG
118
American International Group
New York
$2.44M +$362K +24,504 +18%
CWM
119
Cabot Wealth Management
Massachusetts
$2.37M -$25.3K -1,716 -1%
SAM
120
Silvercrest Asset Management
New York
$2.24M
JMPWA
121
JP Morgan Private Wealth Advisors
California
$2.23M +$310K +20,982 +17%
MFIMFI
122
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.22M
TDC
123
Thompson Davis & Co
Virginia
$2.15M +$2.05M +138,966 New
M
124
MOTCO
Texas
$2.13M -$2.22K -150 -0.1%
Deutsche Bank
125
Deutsche Bank
Germany
$2.13M -$2.02M -136,986 -50%

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.