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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
BCA
276
Berman Capital Advisors
Georgia
$7.34M +$2.84M +92,346 +73%
NWS
277
Newport Wealth Strategies
California
$7.32M -$2.76M -89,634 -29%
JFG
278
JMG Financial Group
Illinois
$7.29M +$989K +32,142 +17%
FHA
279
Flagship Harbor Advisors
Massachusetts
$7.29M +$1.14M +37,080 +21%
MA
280
MCF Advisors
Kentucky
$7.21M +$279K +9,084 +4%
FA
281
FDx Advisors
Illinois
$7.19M -$1.28M -41,634 -16%
WFA
282
Wellspring Financial Advisors
Ohio
$7.17M +$45.6K +1,482 +0.7%
BlackRock
283
BlackRock
New York
$7.15M -$428K -13,914 -6%
MAM
284
Marquette Asset Management
Minnesota
$7.14M
BA
285
Bristlecone Advisors
Washington
$7.07M +$538K +17,508 +9%
HWM
286
Howard Wealth Management
Connecticut
$6.91M +$107K +3,468 +2%
GWM
287
Geneos Wealth Management
Colorado
$6.91M -$680K -22,110 -9%
FC
288
Forte Capital
New York
$6.84M +$191K +6,222 +3%
VFA
289
Voya Financial Advisors
Connecticut
$6.77M -$629K -20,466 -9%
LFG
290
LifePlan Financial Group
Ohio
$6.73M +$13.3K +432 +0.2%
EFL
291
ERn Financial LLC
Wisconsin
$6.72M -$61.6K -2,004 -1%
HR
292
Hardy Reed
Mississippi
$6.71M
CCA
293
Clearwater Capital Advisors
Illinois
$6.58M -$631K -20,502 -9%
SIA
294
Strategic Investment Advisors
Michigan
$6.5M +$472K +15,360 +9%
BFG
295
Beacon Financial Group
Texas
$6.4M +$3.61M +117,522 +154%
AF
296
Advisornet Financial
Minnesota
$6.28M -$107K -3,480 -2%
BSW
297
Buckingham Strategic Wealth
Missouri
$6.2M -$511K -16,626 -8%
PBF
298
Petix & Botte Financial
California
$6.18M +$5.51M +179,238 +96%
BC
299
Brio Consultants
California
$6.15M +$5.62M +182,592 New
AWM
300
Altium Wealth Management
New York
$6.15M +$2.06M +67,062 +58%

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.