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Vanguard Growth ETF

301 hedge funds and large institutions have $8.83B invested in Vanguard Growth ETF in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 125 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $712K

40% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 89

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $7.9B → $8.83B (+$929M)

11.52% more ownership

Funds ownership: 347.4%358.93% (+12%)

2% more funds holding

Funds holding: 295301 (+6)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

Holders
301
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
8.65%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.35%
New
28
Increased
125
Reduced
89
Closed
21
Calls
$1.44M
Puts
$712K
Net Calls
+$732K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
SOL Capital Management
Maryland
$816K
CFA
177
Carroll Financial Associates
North Carolina
$807K
FIM
178
Frontier Investment Management
Texas
$801K +$557K +35,118 +261%
HCA
179
Harbour Capital Advisors
Virginia
$791K
FBNAT
180
FirstMerit Bank N.A. Trustee
Ohio
$775K +$951 +60 +0.1%
SWM
181
Segment Wealth Management
Texas
$762K
BRWA
182
B. Riley Wealth Advisors
Florida
$750K +$720K +45,444 +90%
SHWM
183
Smith & Howard Wealth Management
Georgia
$732K
HL
184
HeadInvest LLC
Maine
$722K +$694K +43,800 New
AWM
185
Avior Wealth Management
Nebraska
$720K +$95.1K +6,000 +16%
FFA
186
Fragasso Financial Advisors
Pennsylvania
$711K +$9.51K +600 +1%
KeyBank National Association
187
KeyBank National Association
Ohio
$704K
AMG
188
Asset Management Group
Connecticut
$687K -$51K -3,216 -7%
WTB
189
Washington Trust Bank
Washington
$655K +$1.81K +114 +0.3%
WGCA
190
Wolf Group Capital Advisors
Virginia
$641K +$36.1K +2,280 +6%
DY
191
Dowling & Yahnke
California
$623K -$37.5K -2,364 -6%
LNWWM
192
Laird Norton Wetherby Wealth Management
California
$594K
SIC
193
Salem Investment Counselors
North Carolina
$563K
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$557K +$2.57K +162 +0.5%
HRIA
195
Haberer Registered Investment Advisor
Ohio
$545K +$210K +13,260 +67%
RPGK
196
Retirement Planning Group (Kansas)
Kansas
$519K +$499K +31,458 New
HB
197
Homrich & Berg
Georgia
$516K
MC
198
Mathes Company
New York
$514K -$76.1K -4,800 -13%
BFA
199
Bragg Financial Advisors
North Carolina
$513K
NSAM
200
North Star Asset Management
Wisconsin
$511K -$14.3K -900 -3%

VUG Hedge Fund Activity: Q2 2014 in Review

301 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2014, worth a combined $8.83B — up 12% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VUG positions and 21 closed out — a net gain of 7 holders — while 125 added to existing stakes and 89 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $71.4M sold.

  • 301 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2014, up from 295 in Q1 2014.
  • Funds reported $8.83B of Vanguard Growth ETF stock for Q2 2014, up 12% quarter-over-quarter.
  • 28 funds opened new Vanguard Growth ETF positions in Q2 2014 and 21 closed out, a net change of +7 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2014 was Bank of America, an estimated $173M added.
  • The largest Vanguard Growth ETF seller in Q2 2014 was Arrow Investment Advisors, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.