Vanguard Morningstar Growth ETF
VUG
366 hedge funds and large institutions have $11B invested in Vanguard Morningstar Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 145 increasing their positions, 113 reducing their positions, and 32 closing their positions.
55% more call options, than puts
Call options by funds: $3.49M | Put options by funds: $2.25M
28% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 113
28% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 32
19.97% more ownership
Funds ownership: 346.41% → 366.38% (+20%)
10% more capital invested
Capital invested by funds: $9.98B → $11B (+$1.02B)
5% more funds holding in top 10
Funds holding in top 10: 59 → 62 (+3)
2% more funds holding
Funds holding: 359 → 366 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$550M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$333M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$43.7M |
| 5 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$211M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$19.8M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$15.7M |
| 4 |
PC
Permanens Capital
New York
|
-$11.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
VUG Hedge Fund Activity: Q1 2015 in Review
366 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Growth ETF (VUG) for Q1 2015, worth a combined $11B — up 10% from $9.98B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new VUG positions and 32 closed out — a net gain of 9 holders — while 145 added to existing stakes and 113 trimmed.
The largest buyer was Bank of America, adding an estimated $550M. The largest seller was Edelman Financial Services, cutting an estimated $211M.
- 366 institutional investors held Vanguard Morningstar Growth ETF (VUG) as of Q1 2015, up from 359 in Q4 2014.
- Funds reported $11B of Vanguard Morningstar Growth ETF stock for Q1 2015, up 10% quarter-over-quarter.
- 41 funds opened new Vanguard Morningstar Growth ETF positions in Q1 2015 and 32 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Growth ETF buyer in Q1 2015 was Bank of America, an estimated $550M added.
- The largest Vanguard Morningstar Growth ETF seller in Q1 2015 was Edelman Financial Services, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2015.