We are live on ! Find out more
VUG icon

Vanguard Growth ETF

1,063 hedge funds and large institutions have $28.2B invested in Vanguard Growth ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 406 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $8.38M

7% more funds holding in top 10

Funds holding in top 10: 166177 (+11)

6% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 383

4% less funds holding

Funds holding: 1,1081,063 (-45)

11% less capital invested

Capital invested by funds: $31.6B → $28.2B (-$3.45B)

22.53% less ownership

Funds ownership: 431.06%408.54% (-23%)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 115

Holders
1,063
Holders Change
-45
Holders Change %
-4.06%
% of All Funds
23.42%
Holding in Top 10
177
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.63%
% of All Funds
3.9%
New
89
Increased
406
Reduced
383
Closed
115
Calls
$9.89M
Puts
$8.38M
Net Calls
+$1.51M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FLA
251
Financial Life Advisors
Texas
$5.82M +$1.73M +57,900 +35%
CCA
252
Clearwater Capital Advisors
Illinois
$5.64M -$1.58M -52,872 -20%
GWM
253
Gray Wealth Management
Maine
$5.6M +$6.43M +214,758 New
Franklin Resources
254
Franklin Resources
California
$5.58M -$572K -19,110 -8%
AWM
255
Avior Wealth Management
Nebraska
$5.54M +$4.44M +148,242 +231%
MAM
256
Marquette Asset Management
Minnesota
$5.54M -$1.26M -42,030 -17%
WFA
257
Wellspring Financial Advisors
Ohio
$5.52M +$6.32M +210,996 New
MA
258
Mutual Advisors
Nebraska
$5.4M -$848K -28,302 -12%
Northern Trust
259
Northern Trust
Illinois
$5.38M -$109K -3,624 -2%
MA
260
MCF Advisors
Kentucky
$5.35M +$443K +14,796 +8%
HWM
261
Howard Wealth Management
Connecticut
$5.27M +$93.4K +3,120 +2%
EFL
262
ERn Financial LLC
Wisconsin
$5.26M +$1.71M +57,000 +39%
BSW
263
Buckingham Strategic Wealth
Missouri
$5.24M +$1.08M +36,144 +22%
GRP
264
Global Retirement Partners
California
$5.23M -$281K -9,384 -4%
LFG
265
LifePlan Financial Group
Ohio
$5.21M +$146K +4,872 +3%
HR
266
Hardy Reed
Mississippi
$5.2M
FC
267
Forte Capital
New York
$5.14M +$984K +32,868 +20%
SPA
268
Sentinel Pension Advisors
Massachusetts
$5.14M +$5.89M +196,722 New
BA
269
Bristlecone Advisors
Washington
$5.02M -$766K -25,590 -12%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$5.02M -$1.73M -57,786 -23%
AAMU
271
Amundi Asset Management US
Massachusetts
$5.02M +$5.56M +185,574 +2,853%
CB
272
Commerce Bank
Missouri
$4.99M +$823K +27,492 +17%
AF
273
Advisornet Financial
Minnesota
$4.96M +$2.49M +83,118 +78%
CAL
274
Capital Advisors Ltd
Ohio
$4.9M +$91.8K +3,066 +2%
PBF
275
Petix & Botte Financial
California
$4.89M -$586K -19,566 -9%

VUG Hedge Fund Activity: Q1 2020 in Review

1,063 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2020, worth a combined $28.2B — down 11% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of VUG and 89 opened new positions — a net loss of 26 holders — while 383 trimmed existing stakes and 406 added.

The largest buyer was Bank of America, adding an estimated $722M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.95B.

  • 1,063 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2020, down from 1,108 in Q4 2019.
  • Funds reported $28.2B of Vanguard Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2020 and 115 closed out, a net change of -26 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2020 was Bank of America, an estimated $722M added.
  • The largest Vanguard Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.