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Vanguard Growth ETF
VUG

Overview Fund Activity

295 hedge funds and large institutions have $7.9B invested in Vanguard Growth ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+20
Holders Change %
+7.27%
% of All Funds
8.53%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
1.45%
New
38
Increased
125
Reduced
81
Closed
15
Calls
$1.96M
Puts
$972K
Net Calls
+$991K
Net Calls Change
+$703K

Top Buyers

1
DWA
Dorsey Wright & Associates
California
$71.4M
2
AIA
Arrow Investment Advisors
Maryland
$71.4M
3
MAA
Managed Account Advisors
New Jersey
$264M
4
QA
Quantitative Advantage
Minnesota
$35.7M
5
U
UBS
Switzerland
$295M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$9.13M
2
Bank of America
Bank of America
North Carolina
$1.37B
3
AssetMark Inc
AssetMark Inc
California
$47.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15M
5
SAMT
Select Asset Management & Trust
Pennsylvania
$7.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
201
Atwood & Palmer
Missouri
$523K – – –
PFM
202
Parsec Financial Management
North Carolina
$512K -$65.4K -700 -11%
NSAM
203
North Star Asset Management
Wisconsin
$497K -$9.52K -102 -2%
RMCM
204
Reynders McVeigh Capital Management
Massachusetts
$497K +$60.5K +647 +14%
HB
205
Homrich & Berg
Georgia
$488K – – –
BFA
206
Bragg Financial Advisors
North Carolina
$485K -$4.68K -50 -1%
BFG
207
Beacon Financial Group
Texas
$478K -$244K -2,636 -34%
SDJVC
208
St. Denis J. Villere & Co
Louisiana
$474K – – –
FCI
209
Financial Counselors Inc
Kansas
$460K -$30.4K -325 -6%
HSA
210
HBK Sorce Advisory
Pennsylvania
$441K -$39.3K -420 -8%
OC
211
Oakworth Capital
Alabama
$421K – – –
BP
212
Ballentine Partners
Massachusetts
$406K – – –
CL
213
CPWM LLC
Washington
$406K +$117K +1,251 +40%
Bessemer Group
214
Bessemer Group
New Jersey
$404K – – –
PWLP
215
Prio Wealth Limited Partnership
Massachusetts
$401K – – –
SI
216
Stephens Inc
Arkansas
$395K +$20.1K +215 +5%
CCM
217
Coe Capital Management
Illinois
$387K – – –
PAIM
218
Punch & Associates Investment Management
Minnesota
$378K – – –
CM
219
Capital Management
Virginia
$376K -$235K -2,512 -38%
SIC
220
SFE Investment Counsel
California
$371K -$188K -2,017 -34%
GT
221
Greenleaf Trust
Michigan
$370K – – –
PL
222
Plancorp LLC
Missouri
$357K +$357K +3,813 New
MJRIC
223
Mogy Joel R Investment Counsel
California
$355K +$9.34K +100 +3%
AF
224
Allworth Financial
California
$350K +$747 +8 +0.2%
RW
225
Rand Wealth
Maryland
$314K – – –
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9
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