Vanguard Morningstar Growth ETF
VUG
301 hedge funds and large institutions have $8.83B invested in Vanguard Morningstar Growth ETF in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 125 increasing their positions, 89 reducing their positions, and 21 closing their positions.
103% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $712K
40% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 89
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
12% more capital invested
Capital invested by funds: $7.9B → $8.83B (+$930M)
11.52% more ownership
Funds ownership: 347.4% → 358.93% (+12%)
2% more funds holding
Funds holding: 295 → 301 (+6)
6% less funds holding in top 10
Funds holding in top 10: 50 → 47 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$173M |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$163M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$138M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$35.2M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$71.4M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$71.4M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$34.3M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$21.3M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$17.5M |
VUG Hedge Fund Activity: Q2 2014 in Review
301 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q2 2014, worth a combined $8.83B — up 12% from $7.9B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VUG positions and 21 closed out — a net gain of 7 holders — while 125 added to existing stakes and 89 trimmed.
The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $71.4M sold.
- 301 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q2 2014, up from 295 in Q1 2014.
- Funds reported $8.83B of Vanguard Morningstar Growth ETF stock for Q2 2014, up 12% quarter-over-quarter.
- 28 funds opened new Vanguard Morningstar Growth ETF positions in Q2 2014 and 21 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q2 2014 was Bank of America, an estimated $173M added.
- The largest Vanguard Morningstar Growth ETF seller in Q2 2014 was Arrow Investment Advisors, an estimated $71.4M sold.
Based on aggregated 13F filings for Q2 2014.