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Vanguard Growth ETF

244 hedge funds and large institutions have $6.46B invested in Vanguard Growth ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 71

10% more capital invested

Capital invested by funds: $5.9B → $6.46B (+$565M)

7% more funds holding

Funds holding: 229244 (+15)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6.91% less ownership

Funds ownership: 344.24%337.33% (-6.9%)

34% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.29M

Holders
244
Holders Change
+15
Holders Change %
+6.55%
% of All Funds
7.91%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
1.1%
New
28
Increased
100
Reduced
71
Closed
11
Calls
$2.17M
Puts
$3.29M
Net Calls
-$1.13M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
176
Beacon Financial Group
Texas
$441K +$429K +31,140 New
HSA
177
HBK Sorce Advisory
Pennsylvania
$435K -$400K -29,028 -48%
SDJVC
178
St. Denis J. Villere & Co
Louisiana
$429K +$205K +14,850 +95%
AL
179
Aspiriant LLC
California
$389K -$197K -14,292 -34%
SI
180
Stephens Inc
Arkansas
$373K
BP
181
Ballentine Partners
Massachusetts
$367K
Bessemer Group
182
Bessemer Group
New Jersey
$366K +$146K +10,614 +69%
MI
183
Mercer Investments
Massachusetts
$363K -$38K -2,760 -10%
CCM
184
Coe Capital Management
Illinois
$351K -$47.1K -3,420 -12%
PAIM
185
Punch & Associates Investment Management
Minnesota
$342K -$8.93K -648 -3%
GT
186
Greenleaf Trust
Michigan
$335K -$12.4K -900 -4%
AAS
187
Annex Advisory Services
Wisconsin
$327K -$19.7K -1,428 -6%
GAM
188
Griffin Asset Management
New York
$325K
WTB
189
Washington Trust Bank
Washington
$320K +$313K +22,722 New
AF
190
Allworth Financial
California
$316K +$744 +54 +0.2%
MJRIC
191
Mogy Joel R Investment Counsel
California
$313K
RW
192
Rand Wealth
Maryland
$284K
KeyBank National Association
193
KeyBank National Association
Ohio
$283K +$827 +60 +0.3%
CL
194
CPWM LLC
Washington
$282K
DG
195
Davidson & Garrard
Virginia
$274K
CCFCSB
196
Cape Cod Five Cents Savings Bank
Massachusetts
$269K -$8.27K -600 -3%
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$267K +$114K +8,280 +78%
FFSOTS
198
Fiduciary Financial Services of The Southwest
Texas
$254K
ST
199
Sentinel Trust
Texas
$253K -$206K -14,946 -45%
SCA
200
Stillwater Capital Advisors
Pennsylvania
$250K

VUG Hedge Fund Activity: Q3 2013 in Review

244 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2013, worth a combined $6.46B — up 9.6% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VUG positions and 11 closed out — a net gain of 17 holders — while 100 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $171M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $249M sold.

  • 244 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2013, up from 229 in Q2 2013.
  • Funds reported $6.46B of Vanguard Growth ETF stock for Q3 2013, up 9.6% quarter-over-quarter.
  • 28 funds opened new Vanguard Growth ETF positions in Q3 2013 and 11 closed out, a net change of +17 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2013 was Bank of America, an estimated $171M added.
  • The largest Vanguard Growth ETF seller in Q3 2013 was Qualcomm Inc, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2013.