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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
BB
201
Busey Bank
Illinois
$243K
CIP
202
Cornerstone Investment Partners
Georgia
$241K -$827 -60 -0.3%
PA
203
Pinnacle Associates
New York
$232K -$11.9K -864 -5%
GHA
204
GW Henssler & Associates
Georgia
$223K +$218K +15,858 New
ACP
205
Ashfield Capital Partners
California
$212K +$207K +15,000 New
S
206
SignatureFD
Georgia
$202K
HRIA
207
Haberer Registered Investment Advisor
Ohio
$187K -$108K -7,860 -37%
ST
208
Smithfield Trust
Pennsylvania
$179K
GT
209
Glenmede Trust
Pennsylvania
$164K +$19.8K +1,434 +14%
BC
210
Bartlett & Co
Ohio
$162K +$16K +1,164 +11%
1IC
211
1919 Investment Counsel
Maryland
$153K
Loomis, Sayles & Company
212
Loomis, Sayles & Company
Massachusetts
$153K +$149K +10,842 New
PWAG
213
Polaris Wealth Advisory Group
California
$145K +$43K +3,120 +44%
CFSG
214
Community Financial Services Group
Vermont
$141K
SG Americas Securities
215
SG Americas Securities
New York
$118K +$115K +8,340 New
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$116K +$3.64K +264 +3%
JFA
217
JNBA Financial Advisors
Minnesota
$102K
JIR
218
James Investment Research
Ohio
$100K +$97.9K +7,104 New
WCM
219
Windsor Capital Management
Arizona
$99K +$96.5K +7,002 +12,967%
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$95K
WOC
221
West Oak Capital
California
$88.8K
PMFA
222
Plante Moran Financial Advisors
Michigan
$85K
KPCM
223
Kings Point Capital Management
New York
$80K -$16.5K -1,200 -17%
SF
224
Synovus Financial
Georgia
$65K
Barclays
225
Barclays
United Kingdom
$50K +$48.7K +3,534 New

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.