Vanguard Morningstar Growth ETF
VUG
275 hedge funds and large institutions have $7.69B invested in Vanguard Morningstar Growth ETF in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 68 reducing their positions, and 17 closing their positions.
200% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 17
63% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 68
41% more funds holding in top 10
Funds holding in top 10: 34 → 48 (+14)
28% more call options, than puts
Call options by funds: $1.3M | Put options by funds: $1.01M
19% more capital invested
Capital invested by funds: $6.45B → $7.69B (+$1.23B)
13% more funds holding
Funds holding: 244 → 275 (+31)
11.08% more ownership
Funds ownership: 337.08% → 348.16% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$161M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$59.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$43.5M |
| 4 |
Morgan Stanley
New York
|
+$32.4M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$14.8M |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$7.88M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$7.81M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$6.23M |
| 5 |
Two Sigma Investments
New York
|
-$5.55M |
VUG Hedge Fund Activity: Q4 2013 in Review
275 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q4 2013, worth a combined $7.69B — up 19% from $6.45B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VUG positions and 17 closed out — a net gain of 34 holders — while 111 added to existing stakes and 68 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $161M. The largest seller was UBS, cutting an estimated $14.8M.
- 275 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q4 2013, up from 244 in Q3 2013.
- Funds reported $7.69B of Vanguard Morningstar Growth ETF stock for Q4 2013, up 19% quarter-over-quarter.
- 51 funds opened new Vanguard Morningstar Growth ETF positions in Q4 2013 and 17 closed out, a net change of +34 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q4 2013 was Stadion Money Management, an estimated $161M added.
- The largest Vanguard Morningstar Growth ETF seller in Q4 2013 was UBS, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2013.