We are live on ! Find out more
VUG icon

Vanguard Growth ETF

244 hedge funds and large institutions have $6.46B invested in Vanguard Growth ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 71

10% more capital invested

Capital invested by funds: $5.9B → $6.46B (+$565M)

7% more funds holding

Funds holding: 229244 (+15)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6.91% less ownership

Funds ownership: 344.24%337.33% (-6.9%)

34% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.29M

Holders
244
Holders Change
+15
Holders Change %
+6.55%
% of All Funds
7.91%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
1.1%
New
28
Increased
100
Reduced
71
Closed
11
Calls
$2.17M
Puts
$3.29M
Net Calls
-$1.13M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.24B +$171M +12,387,378 +16%
EFS
2
Edelman Financial Services
Virginia
$983M +$36.5M +2,648,364 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$655M +$29.1M +2,110,176 +5%
Morgan Stanley
4
Morgan Stanley
New York
$383M -$16.4M -1,188,882 -4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$342M +$12.4M +897,498 +4%
U
6
UBS
Switzerland
$250M +$11.2M +810,168 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$204M -$497K -36,048 -0.2%
MAA
8
Managed Account Advisors
New Jersey
$180M +$37.4M +2,714,850 +27%
AUIM
9
Aegon USA Investment Management
Iowa
$176M +$28.2M +2,047,620 +20%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$169M -$6.31M -458,214 -4%
TCT
11
TIAA CREF Trust
Missouri
$118M +$3.33M +241,866 +3%
DADC
12
D.A. Davidson & Co
Montana
$118M +$3.79M +275,418 +3%
Wells Fargo
13
Wells Fargo
California
$117M -$284K -20,598 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$113M -$5.85M -424,260 -5%
Vanguard Group
15
Vanguard Group
Pennsylvania
$89.4M +$7.44K +540 +0%
Goldman Sachs
16
Goldman Sachs
New York
$83M +$591K +42,924 +0.7%
LPL Financial
17
LPL Financial
California
$79.7M +$722K +52,368 +0.9%
IAS
18
INR Advisory Services
Pennsylvania
$68.2M +$728K +52,812 +1%
VCP
19
Vista Capital Partners
Oregon
$50.1M -$857K -62,172 -2%
ECM
20
Evergreen Capital Management
Washington
$49.5M -$2.23M -162,030 -4%
AssetMark Inc
21
AssetMark Inc
California
$43.6M +$42.6M +3,088,836 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$43.4M +$6.19M +449,016 +17%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$41.3M +$4.42M +320,808 +12%
Axa
24
Axa
France
$41.2M -$3.13M -227,400 -7%
TI
25
Truepoint Inc
Ohio
$36.9M +$149K +10,818 +0.4%