We are live on ! Find out more
VUG icon

Vanguard Growth ETF

376 hedge funds and large institutions have $11.6B invested in Vanguard Growth ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 110 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

59% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.01M

45% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 110

6% more capital invested

Capital invested by funds: $11B → $11.6B (+$608M)

5.03% more ownership

Funds ownership: 366.38%371.41% (+5%)

3% more funds holding

Funds holding: 366376 (+10)

2% more funds holding in top 10

Funds holding in top 10: 6263 (+1)

Holders
376
Holders Change
+10
Holders Change %
+2.73%
% of All Funds
10.13%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.7%
New
32
Increased
160
Reduced
110
Closed
16
Calls
$3.19M
Puts
$2.01M
Net Calls
+$1.18M
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$1.6B +$287M +15,795,840 +21%
Bank of America
2
Bank of America
North Carolina
$1.46B -$15.4M -847,260 -1%
EFS
3
Edelman Financial Services
Virginia
$1.12B +$17.6M +969,978 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$969M +$7.47M +411,408 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$673M +$29.2M +1,607,196 +4%
UBS Group
6
UBS Group
Switzerland
$588M +$76.2M +4,196,628 +15%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$476M -$14.9M -820,734 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$413M +$51.4M +2,829,924 +14%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$355M +$12.8M +706,734 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$324M -$2.2M -120,990 -0.7%
Wells Fargo
11
Wells Fargo
California
$204M +$12.2M +671,880 +6%
TCT
12
TIAA CREF Trust
Missouri
$171M +$4.62M +254,052 +3%
DADC
13
D.A. Davidson & Co
Montana
$160M +$529K +29,142 +0.3%
LPL Financial
14
LPL Financial
California
$128M +$19.5M +1,071,084 +18%
AUIM
15
Aegon USA Investment Management
Iowa
$123M -$234M -12,900,912 -66%
Vanguard Group
16
Vanguard Group
Pennsylvania
$117M +$2.09M +114,870 +2%
UCFA
17
United Capital Financial Advisors
Texas
$98.4M +$20.4M +1,120,476 +26%
Goldman Sachs
18
Goldman Sachs
New York
$94.7M +$1.52M +83,574 +2%
IAS
19
INR Advisory Services
Pennsylvania
$90.8M -$20.2M -1,112,778 -18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$89.2M +$10.5M +580,704 +13%
Axa
21
Axa
France
$77.6M +$1.59M +87,420 +2%
MIH
22
Madison Investment Holdings
Wisconsin
$71.8M -$2.63M -144,564 -3%
AssetMark Inc
23
AssetMark Inc
California
$64.1M +$3.77M +207,702 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$62.2M +$2.41M +132,702 +4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$59.9M +$2.39M +131,562 +4%

VUG Hedge Fund Activity: Q2 2015 in Review

376 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2015, worth a combined $11.6B — up 5.5% from $11B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUG positions and 16 closed out — a net gain of 16 holders — while 160 added to existing stakes and 110 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $287M. The largest seller was Aegon USA Investment Management, cutting an estimated $234M.

  • 376 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2015, up from 366 in Q1 2015.
  • Funds reported $11.6B of Vanguard Growth ETF stock for Q2 2015, up 5.5% quarter-over-quarter.
  • 32 funds opened new Vanguard Growth ETF positions in Q2 2015 and 16 closed out, a net change of +16 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $287M added.
  • The largest Vanguard Growth ETF seller in Q2 2015 was Aegon USA Investment Management, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2015.