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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
AMG
201
Asset Management Group
Connecticut
$673K -$18.9K -1,134 -3%
AP
202
Advisors Preferred
Maryland
$672K -$1.27M -76,134 -65%
WTB
203
Washington Trust Bank
Washington
$657K -$3.1K -186 -0.5%
WGCA
204
Wolf Group Capital Advisors
Virginia
$653K +$7.49K +450 +1%
HRIA
205
Haberer Registered Investment Advisor
Ohio
$648K +$98.4K +5,910 +18%
DY
206
Dowling & Yahnke
California
$628K
ONB
207
Old National Bancorp
Indiana
$604K +$605K +36,342 New
LNWWM
208
Laird Norton Wetherby Wealth Management
California
$599K
SIC
209
Salem Investment Counselors
North Carolina
$577K +$9.99K +600 +2%
SFPM
210
Sensible Financial Planning & Management
Massachusetts
$577K +$578K +34,728 New
CL
211
CPWM LLC
Washington
$576K +$142K +8,538 +33%
EWM
212
Elite Wealth Management
Washington
$575K +$552K +33,174 +2,323%
AP
213
Atwood & Palmer
Missouri
$558K +$560K +33,600 New
GHA
214
GW Henssler & Associates
Georgia
$532K +$58.3K +3,504 +12%
HB
215
Homrich & Berg
Georgia
$520K
MC
216
Mathes Company
New York
$518K
NSAM
217
North Star Asset Management
Wisconsin
$516K
SDJVC
218
St. Denis J. Villere & Co
Louisiana
$506K
BFA
219
Bragg Financial Advisors
North Carolina
$504K -$13K -780 -3%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$504K +$507K +30,468 New
WSTAM
221
Wilbanks Smith & Thomas Asset Management
Virginia
$502K -$60.1K -3,612 -11%
HSA
222
HBK Sorce Advisory
Pennsylvania
$460K +$5.29K +318 +1%
OC
223
Oakworth Capital
Alabama
$458K
RMCM
224
Reynders McVeigh Capital Management
Massachusetts
$450K
KTC
225
Kistler-Tiffany Companies
Pennsylvania
$444K +$377K +22,632 +555%

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.