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Vanguard Growth ETF

314 hedge funds and large institutions have $9.4B invested in Vanguard Growth ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 96 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

96% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $976K

35% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 96

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

6% more capital invested

Capital invested by funds: $8.83B → $9.4B (+$566M)

4% more funds holding

Funds holding: 301314 (+13)

3.58% more ownership

Funds ownership: 358.93%362.51% (+3.6%)

Holders
314
Holders Change
+13
Holders Change %
+4.32%
% of All Funds
9.11%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.51%
New
26
Increased
130
Reduced
96
Closed
12
Calls
$1.91M
Puts
$976K
Net Calls
+$938K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
176
Forte Capital
New York
$1.11M +$1.12M +67,140 New
KFA
177
Kays Financial Advisory
Georgia
$1.11M +$7.59K +456 +0.7%
NFG
178
Next Financial Group
Texas
$1.07M +$1.07M +64,392 New
SSB
179
Sandy Spring Bank
Maryland
$1.06M -$618K -37,092 -37%
CL
180
Choreo LLC
Illinois
$1.06M
Northern Trust
181
Northern Trust
Illinois
$1.02M +$123K +7,404 +14%
EP
182
Edgestream Partners
New Jersey
$988K -$726K -43,596 -42%
RIA
183
Regal Investment Advisors
Michigan
$874K +$694K +41,700 +382%
RPGK
184
Retirement Planning Group (Kansas)
Kansas
$856K +$335K +20,100 +64%
CFA
185
Carroll Financial Associates
North Carolina
$844K
FIM
186
Frontier Investment Management
Texas
$844K +$37.5K +2,250 +5%
SCM
187
SOL Capital Management
Maryland
$832K +$9.59K +576 +1%
TNB
188
Thomasville National Bank
Georgia
$805K -$30.6K -1,836 -4%
HCA
189
Harbour Capital Advisors
Virginia
$797K
BRWA
190
B. Riley Wealth Advisors
Florida
$791K -$804K -48,306 -50%
CIC
191
Carnegie Investment Counsel
Ohio
$787K +$788K +47,346 New
FBNAT
192
FirstMerit Bank N.A. Trustee
Ohio
$783K +$1.7K +102 +0.2%
LIM
193
Leavell Investment Management
Alabama
$768K -$335K -20,130 -30%
SWM
194
Segment Wealth Management
Texas
$768K
HL
195
HeadInvest LLC
Maine
$749K
AWM
196
Avior Wealth Management
Nebraska
$725K
SHWM
197
Smith & Howard Wealth Management
Georgia
$715K -$22K -1,320 -3%
FFA
198
Fragasso Financial Advisors
Pennsylvania
$712K -$4.5K -270 -0.6%
KeyBank National Association
199
KeyBank National Association
Ohio
$680K -$30K -1,800 -4%
SI
200
Stephens Inc
Arkansas
$680K +$259K +15,576 +61%

VUG Hedge Fund Activity: Q3 2014 in Review

314 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2014, worth a combined $9.4B — up 6.4% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VUG positions and 12 closed out — a net gain of 14 holders — while 130 added to existing stakes and 96 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $217M. The largest seller was Bank of America, cutting an estimated $143M.

  • 314 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2014, up from 301 in Q2 2014.
  • Funds reported $9.4B of Vanguard Growth ETF stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 26 funds opened new Vanguard Growth ETF positions in Q3 2014 and 12 closed out, a net change of +14 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $217M added.
  • The largest Vanguard Growth ETF seller in Q3 2014 was Bank of America, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2014.