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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
SSB
151
Sandy Spring Bank
Maryland
$1.18M +$242K +16,350 +27%
KFA
152
Kays Financial Advisory
Georgia
$1.14M +$1.08M +73,440 New
LIM
153
Leavell Investment Management
Alabama
$1.1M -$27.9K -1,890 -3%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$1.09M
JWM
155
Jacobus Wealth Management
Wisconsin
$1.09M
TNB
156
Thomasville National Bank
Georgia
$1.05M -$5.94K -402 -0.6%
CP
157
Camelot Portfolios
Ohio
$1.02M +$105K +7,098 +12%
EHC
158
Everett Harris & Co
California
$1.01M -$4.43K -300 -0.5%
BDF
159
Balasa Dinverno & Foltz
$994K +$946K +64,074 New
DHFB
160
Dixon Hubard Feinour & Brown
Virginia
$987K +$162K +10,998 +21%
PAG
161
Private Advisor Group
New Jersey
$975K +$929K +62,892 New
FBNAT
162
FirstMerit Bank N.A. Trustee
Ohio
$928K -$58.3K -3,948 -6%
ICOA
163
Investment Centers of America
North Dakota
$900K -$7.81M -528,690 -89%
EAM
164
Evanson Asset Management
California
$844K +$804K +54,426 New
WT
165
Whittier Trust
California
$801K +$194K +13,122 +34%
SCM
166
SOL Capital Management
Maryland
$786K -$120K -8,100 -14%
Brown Advisory
167
Brown Advisory
Maryland
$785K -$596K -40,350 -44%
HFS
168
HL Financial Services
Kentucky
$773K +$89 +6 +0%
SHWM
169
Smith & Howard Wealth Management
Georgia
$768K -$36.8K -2,490 -5%
CFA
170
Carroll Financial Associates
North Carolina
$759K
HCA
171
Harbour Capital Advisors
Virginia
$744K
FFA
172
Fragasso Financial Advisors
Pennsylvania
$740K +$705K +47,700 New
BFG
173
Beacon Financial Group
Texas
$722K +$231K +15,666 +50%
SWM
174
Segment Wealth Management
Texas
$717K
BRWA
175
B. Riley Wealth Advisors
Florida
$700K -$4.08K -276 -0.6%

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.