Vanguard Morningstar Growth ETF
VUG
244 hedge funds and large institutions have $6.45B invested in Vanguard Morningstar Growth ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 70 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
43% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 70
9% more capital invested
Capital invested by funds: $5.9B → $6.45B (+$555M)
7% more funds holding
Funds holding: 229 → 244 (+15)
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
7.14% less ownership
Funds ownership: 344.22% → 337.08% (-7.1%)
34% less call options, than puts
Call options by funds: $2.17M | Put options by funds: $3.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$171M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$37.4M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$36.5M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$29.1M |
| 5 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
Qualcomm Inc
San Diego,
California
|
-$249M |
| 2 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$39.4M |
| 3 |
Morgan Stanley
New York
|
-$16.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.31M |
VUG Hedge Fund Activity: Q3 2013 in Review
244 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q3 2013, worth a combined $6.45B — up 9.4% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VUG positions and 11 closed out — a net gain of 17 holders — while 100 added to existing stakes and 70 trimmed.
The largest buyer was Bank of America, adding an estimated $171M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $249M sold.
- 244 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q3 2013, up from 229 in Q2 2013.
- Funds reported $6.45B of Vanguard Morningstar Growth ETF stock for Q3 2013, up 9.4% quarter-over-quarter.
- 28 funds opened new Vanguard Morningstar Growth ETF positions in Q3 2013 and 11 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q3 2013 was Bank of America, an estimated $171M added.
- The largest Vanguard Morningstar Growth ETF seller in Q3 2013 was Qualcomm Inc, an estimated $249M sold.
Based on aggregated 13F filings for Q3 2013.