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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
Loomis, Sayles & Company
301
Loomis, Sayles & Company
Massachusetts
$4.16M +$1.86M +62,238 +64%
NNP
302
Nachman Norwood & Parrott
South Carolina
$4.15M +$222K +7,422 +5%
GVAG
303
Great Valley Advisor Group
Delaware
$4.15M +$1.26M +42,168 +36%
HSWM
304
Hubbell Strickland Wealth Management
Louisiana
$4.14M +$399K +13,308 +9%
MC
305
Mathes Company
New York
$4.14M -$26.1K -870 -0.5%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$4.13M +$612K +20,418 +15%
SWM
307
Segment Wealth Management
Texas
$4.08M
RWMH
308
Riverpoint Wealth Management Holdings
Illinois
$4.03M -$82.5K -2,754 -2%
FUBT
309
First United Bank & Trust
Maryland
$4.01M +$363K +12,120 +9%
SAM
310
Shone Asset Management
California
$4M +$4.12M +137,436 New
B
311
Bridgeworth
Alabama
$3.98M +$177K +5,904 +4%
AWA
312
Arete Wealth Advisors
Illinois
$3.91M +$3.47M +115,938 +334%
AC
313
Avestar Capital
New York
$3.89M +$910K +30,378 +26%
DWM
314
Dakota Wealth Management
Florida
$3.89M +$634K +21,168 +17%
FHC
315
First Heartland Consultants
Missouri
$3.87M -$448K -14,964 -9%
NP
316
NorthRock Partners
Minnesota
$3.87M -$1M -33,492 -18%
FAG
317
Financial Advisory Group
Texas
$3.86M -$21K -702 -0.5%
Fisher Asset Management
318
Fisher Asset Management
Washington
$3.85M +$4.13M +138,006 +1,448%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$3.84M -$3.47M -115,866 -44%
RIL
320
Rothschild Investment LLC
Illinois
$3.84M +$180K +6,000 +4%
CG
321
Caprock Group
Idaho
$3.83M +$295K +9,864 +7%
EPA
322
Element Pointe Advisors
Florida
$3.8M
NFG
323
Next Financial Group
Texas
$3.76M -$700K -23,376 -14%
MPCG
324
Matrix Private Capital Group
New York
$3.76M +$1.4M +46,896 +48%
SFS
325
Sowell Financial Services
Arkansas
$3.75M +$2.87M +95,796 +200%

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.