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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
OCPWS
276
One Charles Private Wealth Services
Massachusetts
$4.86M -$565K -18,852 -9%
JFG
277
JMG Financial Group
Illinois
$4.81M +$171K +5,718 +3%
HFG
278
Heron Financial Group
New York
$4.74M +$60.7K +2,028 +1%
FHA
279
Flagship Harbor Advisors
Massachusetts
$4.68M -$467K -15,588 -8%
SIA
280
Strategic Investment Advisors
Michigan
$4.64M +$330K +11,016 +7%
IA
281
IndexIQ Advisors
New York
$4.62M -$21.8M -728,298 -80%
RSWM
282
Robertson Stephens Wealth Management
California
$4.59M +$330K +11,016 +7%
PFG
283
Pacific Financial Group
Washington
$4.57M +$494K +16,488 +10%
HB
284
Homrich & Berg
Georgia
$4.57M -$142K -4,734 -3%
MSA
285
Marino Stram & Associates
Massachusetts
$4.52M +$607K +20,268 +13%
EHC
286
Everett Harris & Co
California
$4.51M +$833K +27,810 +19%
MW
287
Marcum Wealth
Ohio
$4.51M +$358K +11,958 +7%
FIG
288
FundX Investment Group
California
$4.48M +$5.14M +171,492 New
ASN
289
Advisory Services Network
Georgia
$4.47M +$68.3K +2,280 +1%
PA
290
Paracle Advisors
Washington
$4.42M -$750K -25,050 -13%
BPA
291
Beacon Pointe Advisors
California
$4.41M +$2.62M +87,588 +108%
SC
292
Scotia Capital
Ontario, Canada
$4.37M +$5.01M +167,388 New
CI
293
CX Institutional
Indiana
$4.31M +$1.77M +58,968 +56%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$4.29M +$4.92M +164,346 New
WANY
295
Wealthspire Advisors (New York)
New York
$4.28M +$4.9M +163,704 New
PMG
296
ProVise Management Group
Florida
$4.23M
ABC
297
Associated Banc-Corp
Wisconsin
$4.18M +$284K +9,468 +6%
TFA
298
TPG Financial Advisors
Oregon
$4.16M -$606K -20,244 -11%
PFO
299
Pathstone Family Office
New Jersey
$4.16M +$4.74M +158,196 +14,329%
KFA
300
Kays Financial Advisory
Georgia
$4.16M -$11.1M -371,436 -70%

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.