We are live on ! Find out more
VUG icon

Vanguard Growth ETF

366 hedge funds and large institutions have $11B invested in Vanguard Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $2.25M

28% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 113

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

19.97% more ownership

Funds ownership: 346.41%366.38% (+20%)

10% more capital invested

Capital invested by funds: $9.97B → $11B (+$1.03B)

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

2% more funds holding

Funds holding: 359366 (+7)

Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.75%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
1.65%
New
41
Increased
145
Reduced
113
Closed
32
Calls
$3.49M
Puts
$2.25M
Net Calls
+$1.24M
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
201
Kays Financial Advisory
Georgia
$1.13M -$48.9K -2,760 -4%
EP
202
Edgestream Partners
New Jersey
$1.13M +$554K +31,236 +93%
AC
203
Alley Company
Illinois
$1.1M +$29K +1,638 +3%
Northern Trust
204
Northern Trust
Illinois
$1.05M +$52.6K +2,964 +5%
CFN
205
Cordasco Financial Network
Florida
$990K -$200K -11,256 -17%
MCM
206
McMillion Capital Management
North Carolina
$980K
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$978K -$290K -16,350 -23%
BRWA
208
B. Riley Wealth Advisors
Florida
$967K -$514K -28,974 -34%
CIC
209
Carnegie Investment Counsel
Ohio
$937K +$22.9K +1,290 +3%
WGCA
210
Wolf Group Capital Advisors
Virginia
$933K +$251K +14,160 +36%
CFA
211
Carroll Financial Associates
North Carolina
$909K +$104K +5,850 +13%
SIA
212
Starfire Investment Advisers
Michigan
$846K +$861K +48,534 New
RBA
213
Richard Bernstein Advisors
New York
$845K +$860K +48,474 New
HCA
214
Harbour Capital Advisors
Virginia
$837K
WA
215
Wealth Architects
California
$832K
FBNAT
216
FirstMerit Bank N.A. Trustee
Ohio
$826K +$4.58K +258 +0.5%
TNB
217
Thomasville National Bank
Georgia
$823K -$7.87K -444 -0.9%
BRWM
218
B. Riley Wealth Management
Tennessee
$757K +$459K +25,878 +147%
AWM
219
Avior Wealth Management
Nebraska
$749K
SHWM
220
Smith & Howard Wealth Management
Georgia
$730K -$3.19K -180 -0.4%
WTB
221
Washington Trust Bank
Washington
$717K
BFG
222
Beacon Financial Group
Texas
$713K -$94.1K -5,304 -12%
AMG
223
Asset Management Group
Connecticut
$713K +$3.72K +210 +0.5%
DY
224
Dowling & Yahnke
California
$711K +$63.7K +3,594 +10%
CM
225
Capital Management
Virginia
$685K +$267K +15,072 +62%

VUG Hedge Fund Activity: Q1 2015 in Review

366 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2015, worth a combined $11B — up 10% from $9.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VUG positions and 32 closed out — a net gain of 9 holders — while 145 added to existing stakes and 113 trimmed.

The largest buyer was Bank of America, adding an estimated $550M. The largest seller was Edelman Financial Services, cutting an estimated $211M.

  • 366 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $11B of Vanguard Growth ETF stock for Q1 2015, up 10% quarter-over-quarter.
  • 41 funds opened new Vanguard Growth ETF positions in Q1 2015 and 32 closed out, a net change of +9 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2015 was Bank of America, an estimated $550M added.
  • The largest Vanguard Growth ETF seller in Q1 2015 was Edelman Financial Services, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2015.