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Vanguard Growth ETF

1,138 hedge funds and large institutions have $37.9B invested in Vanguard Growth ETF in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 422 increasing their positions, 417 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 50

139% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $7.58M

34% more capital invested

Capital invested by funds: $28.2B → $37.9B (+$9.71B)

13% more funds holding in top 10

Funds holding in top 10: 177200 (+23)

7% more funds holding

Funds holding: 1,0631,138 (+75)

1% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 417

2.39% less ownership

Funds ownership: 408.54%406.15% (-2.4%)

Holders
1,138
Holders Change
+75
Holders Change %
+7.06%
% of All Funds
23.33%
Holding in Top 10
200
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.99%
% of All Funds
4.1%
New
134
Increased
422
Reduced
417
Closed
50
Calls
$18.2M
Puts
$7.58M
Net Calls
+$10.6M
Net Calls Change
+$9.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
251
Shine Investment Advisory Services
Colorado
$8.35M -$994K -32,322 -12%
IA
252
IFP Advisors
Florida
$8.34M -$178K -5,802 -2%
CAM
253
Cresset Asset Management
Illinois
$8.29M +$6.34M +206,064 +513%
RSWM
254
Robertson Stephens Wealth Management
California
$8.28M +$2.15M +69,816 +40%
SFA
255
Semmax Financial Advisors
North Carolina
$8.25M -$473K -15,372 -6%
LRIA
256
Leonard Rickey Investment Advisors
Washington
$8.25M +$46.5K +1,512 +0.6%
MSA
257
Marino Stram & Associates
Massachusetts
$8.22M +$2.19M +71,256 +41%
Northern Trust
258
Northern Trust
Illinois
$8.15M +$1.1M +35,862 +17%
LNC
259
Lincoln National Corp
Pennsylvania
$8.14M +$535K +17,394 +8%
PRWA
260
Platte River Wealth Advisors
Colorado
$8.13M +$7.15M +232,572 New
OC
261
Oppenheimer & Co
New York
$8.03M -$928K -30,168 -11%
TYCC
262
Texas Yale Capital Corp
Florida
$8.03M +$378K +12,294 +5%
MAFM
263
Mid Atlantic Financial Management
Pennsylvania
$7.83M -$22.7K -738 -0.3%
TNB
264
TCF National Bank
South Dakota
$7.82M +$5.57M +181,002 +170%
BMM
265
Berkshire Money Management
Massachusetts
$7.82M +$6.93M +225,348 +3,312%
SC
266
Scotia Capital
Ontario, Canada
$7.78M +$1.96M +63,582 +38%
HWMG
267
Hurlow Wealth Management Group
Indiana
$7.77M
WCM
268
Windham Capital Management
Massachusetts
$7.69M -$666K -21,642 -9%
Franklin Resources
269
Franklin Resources
California
$7.67M -$16.4K -534 -0.2%
OPCM
270
Osborne Partners Capital Management
California
$7.66M -$375K -12,204 -5%
FCI
271
Financial Counselors Inc
Kansas
$7.66M -$21.2K -690 -0.3%
SAMC
272
Spectrum Asset Management (California)
California
$7.54M -$86.5K -2,814 -1%
RIA
273
Regal Investment Advisors
Michigan
$7.51M -$51.7K -1,680 -0.7%
FLA
274
Financial Life Advisors
Texas
$7.51M -$1.29K -42 -0%
GWM
275
Gray Wealth Management
Maine
$7.46M +$225K +7,308 +3%

VUG Hedge Fund Activity: Q2 2020 in Review

1,138 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q2 2020, worth a combined $37.9B — up 34% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VUG positions and 50 closed out — a net gain of 84 holders — while 422 added to existing stakes and 417 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $877M. The largest seller was UBS Group, cutting an estimated $254M.

  • 1,138 institutional investors held Vanguard Growth ETF (VUG) as of Q2 2020, up from 1,063 in Q1 2020.
  • Funds reported $37.9B of Vanguard Growth ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 134 funds opened new Vanguard Growth ETF positions in Q2 2020 and 50 closed out, a net change of +84 holders.
  • The largest Vanguard Growth ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $877M added.
  • The largest Vanguard Growth ETF seller in Q2 2020 was UBS Group, an estimated $254M sold.

Based on aggregated 13F filings for Q2 2020.