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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
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$399K -$147K -9,960 -28%
CCM
202
Coe Capital Management
Illinois
$386K
PAIM
203
Punch & Associates Investment Management
Minnesota
$377K
SI
204
Stephens Inc
Arkansas
$373K -$35.5K -2,400 -9%
GT
205
Greenleaf Trust
Michigan
$368K
AF
206
Allworth Financial
California
$348K +$975 +66 +0.3%
MJRIC
207
Mogy Joel R Investment Counsel
California
$344K
KeyBank National Association
208
KeyBank National Association
Ohio
$339K +$26.3K +1,782 +9%
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$339K +$163K +11,010 +102%
CSIA
210
Charles Schwab Investment Advisory
California
$333K +$317K +21,456 New
CMO
211
Covenant Multifamily Offices
Texas
$320K +$304K +20,604 New
RW
212
Rand Wealth
Maryland
$313K
DG
213
Davidson & Garrard
Virginia
$302K
CCFCSB
214
Cape Cod Five Cents Savings Bank
Massachusetts
$296K
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$294K
CL
216
CPWM LLC
Washington
$288K -$46K -3,114 -14%
LNC
217
Lincoln National Corp
Pennsylvania
$281K +$268K +18,162 New
FFSOTS
218
Fiduciary Financial Services of The Southwest
Texas
$279K
ST
219
Sentinel Trust
Texas
$278K
BB
220
Busey Bank
Illinois
$267K
CIP
221
Cornerstone Investment Partners
Georgia
$265K
PA
222
Pinnacle Associates
New York
$260K +$4.88K +330 +2%
PWAG
223
Polaris Wealth Advisory Group
California
$240K +$76.8K +5,202 +51%
AL
224
Aspiriant LLC
California
$234K -$184K -12,456 -45%
AAS
225
Annex Advisory Services
Wisconsin
$234K -$120K -8,094 -35%

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.