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Vanguard Growth ETF
VUG

Overview Fund Activity

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
Holders
275
Holders Change
+31
Holders Change %
+12.7%
% of All Funds
7.99%
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

Top Buyers

1
SMM
Stadion Money Management
Georgia
$178M
2
Bank of America
Bank of America
North Carolina
$1.42B
3
AssetMark Inc
AssetMark Inc
California
$93.6M
4
Morgan Stanley
Morgan Stanley
New York
$455M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$746M

Top Sellers

1
U
UBS
Switzerland
$260M
2
AUIM
Aegon USA Investment Management
Iowa
$186M
3
ICOA
Investment Centers of America
North Dakota
$900K
4
FAAS
First Allied Advisory Services
California
$4.73M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
201
Prio Wealth Limited Partnership
Massachusetts
$399K -$154K -1,660 -28%
CCM
202
Coe Capital Management
Illinois
$386K – – –
PAIM
203
Punch & Associates Investment Management
Minnesota
$377K – – –
SI
204
Stephens Inc
Arkansas
$373K -$37.2K -400 -9%
GT
205
Greenleaf Trust
Michigan
$368K – – –
AF
206
Allworth Financial
California
$348K +$1.02K +11 +0.3%
MJRIC
207
Mogy Joel R Investment Counsel
California
$344K – – –
KeyBank National Association
208
KeyBank National Association
Ohio
$339K +$27.7K +297 +9%
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$339K +$171K +1,835 +102%
CSIA
210
Charles Schwab Investment Advisory
California
$333K +$333K +3,576 New
CMO
211
Covenant Multifamily Offices
Texas
$320K +$320K +3,434 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 -$48.3K -519 -14%
LNC
217
Lincoln National Corp
Pennsylvania
$281K +$281K +3,027 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 +$5.11K +55 +2%
PWAG
223
Polaris Wealth Advisory Group
California
$240K +$80.7K +867 +51%
AL
224
Aspiriant LLC
California
$234K -$193K -2,076 -45%
AAS
225
Annex Advisory Services
Wisconsin
$234K -$126K -1,349 -35%
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