We are live on ! Find out more
VUG icon

Vanguard Growth ETF

295 hedge funds and large institutions have $7.9B invested in Vanguard Growth ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

102% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $972K

54% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 81

7% more funds holding

Funds holding: 275295 (+20)

4% more funds holding in top 10

Funds holding in top 10: 4850 (+2)

3% more capital invested

Capital invested by funds: $7.69B → $7.9B (+$213M)

0.76% less ownership

Funds ownership: 348.16%347.4% (-0.76%)

Holders
295
Holders Change
+20
Holders Change %
+7.27%
% of All Funds
8.52%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
1.44%
New
38
Increased
125
Reduced
81
Closed
15
Calls
$1.96M
Puts
$972K
Net Calls
+$991K
Net Calls Change
+$703K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.37B -$57.5M -3,704,484 -4%
EFS
2
Edelman Financial Services
Virginia
$1.11B +$28.4M +1,829,754 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$770M +$20.2M +1,299,012 +3%
Morgan Stanley
4
Morgan Stanley
New York
$460M +$2.87M +184,962 +0.6%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$401M +$10.2M +656,184 +3%
U
6
UBS
Switzerland
$295M +$33.6M +2,167,848 +13%
MAA
7
Managed Account Advisors
New Jersey
$264M +$44.2M +2,845,668 +20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$229M +$7.23M +466,176 +3%
AUIM
9
Aegon USA Investment Management
Iowa
$201M +$14.1M +910,590 +8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$189M +$1.45M +93,696 +0.8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$165M +$24M +1,546,740 +17%
TCT
12
TIAA CREF Trust
Missouri
$137M +$4.93M +317,394 +4%
DADC
13
D.A. Davidson & Co
Montana
$134M +$4M +258,078 +3%
Wells Fargo
14
Wells Fargo
California
$132M +$691K +44,502 +0.5%
Vanguard Group
15
Vanguard Group
Pennsylvania
$98.9M +$36.6K +2,358 +0%
LPL Financial
16
LPL Financial
California
$91.7M -$1.03M -66,066 -1%
Goldman Sachs
17
Goldman Sachs
New York
$89.8M +$2.31M +148,590 +3%
IAS
18
INR Advisory Services
Pennsylvania
$84.3M +$4.28M +275,772 +5%
AIA
19
Arrow Investment Advisors
Maryland
$71.4M +$71.1M +4,581,600 New
DWA
20
Dorsey Wright & Associates
California
$71.4M +$71.1M +4,581,600 New
VCP
21
Vista Capital Partners
Oregon
$53.3M -$846K -54,534 -2%
Axa
22
Axa
France
$52.5M -$2.84M -182,880 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.2M +$3.42M +220,632 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$51.1M +$1.61M +104,064 +3%
ECM
25
Evergreen Capital Management
Washington
$48.6M -$5.32M -342,918 -10%

VUG Hedge Fund Activity: Q1 2014 in Review

295 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2014, worth a combined $7.9B — up 2.8% from $7.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VUG positions and 15 closed out — a net gain of 23 holders — while 125 added to existing stakes and 81 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $71.1M. The largest seller was Stadion Money Management, cutting an estimated $169M.

  • 295 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2014, up from 275 in Q4 2013.
  • Funds reported $7.9B of Vanguard Growth ETF stock for Q1 2014, up 2.8% quarter-over-quarter.
  • 38 funds opened new Vanguard Growth ETF positions in Q1 2014 and 15 closed out, a net change of +23 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2014 was Arrow Investment Advisors, an estimated $71.1M added.
  • The largest Vanguard Growth ETF seller in Q1 2014 was Stadion Money Management, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2014.