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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
DY
176
Dowling & Yahnke
California
$667K +$11.1K +750 +2%
CM
177
Capital Management
Virginia
$608K +$73.1K +4,950 +14%
CWM
178
Concert Wealth Management
California
$592K -$90.8K -6,150 -14%
PFM
179
Parsec Financial Management
North Carolina
$575K -$86.6K -5,862 -14%
AWM
180
Avior Wealth Management
Nebraska
$560K +$536K +36,312 New
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$559K
SIC
182
SFE Investment Counsel
California
$557K
SIC
183
Salem Investment Counselors
North Carolina
$530K +$17.7K +1,200 +4%
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$522K -$43.4K -2,940 -8%
AP
185
Atwood & Palmer
Missouri
$521K
AMG
186
Asset Management Group
Connecticut
$505K -$31.5K -2,130 -6%
NSAM
187
North Star Asset Management
Wisconsin
$505K -$8.86K -600 -2%
FCI
188
Financial Counselors Inc
Kansas
$489K -$3.45M -233,250 -88%
BFA
189
Bragg Financial Advisors
North Carolina
$487K -$6.2K -420 -1%
HB
190
Homrich & Berg
Georgia
$485K +$462K +31,302 New
HSA
191
HBK Sorce Advisory
Pennsylvania
$478K
SDJVC
192
St. Denis J. Villere & Co
Louisiana
$472K
WGCA
193
Wolf Group Capital Advisors
Virginia
$457K +$435K +29,460 New
GHA
194
GW Henssler & Associates
Georgia
$443K +$187K +12,678 +80%
RMCM
195
Reynders McVeigh Capital Management
Massachusetts
$435K +$414K +28,032 New
OC
196
Oakworth Capital
Alabama
$419K +$399K +27,000 New
MC
197
Mathes Company
New York
$409K +$390K +26,400 New
BP
198
Ballentine Partners
Massachusetts
$404K
Bessemer Group
199
Bessemer Group
New Jersey
$402K
MI
200
Mercer Investments
Massachusetts
$401K +$1.42K +96 +0.4%

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.