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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
TVWM
376
Tower View Wealth Management
Wisconsin
$2.56M +$50.1K +1,674 +2%
GWMIA
377
Global Wealth Management Investment Advisory
Florida
$2.54M +$32.9K +1,098 +1%
AFM
378
Abbot Financial Management
Massachusetts
$2.54M +$546K +18,246 +23%
MHS
379
M Holdings Securities
Oregon
$2.54M -$314K -10,476 -10%
DCM
380
Donaldson Capital Management
Indiana
$2.53M +$87K +2,904 +3%
TC
381
TAP Consulting
Missouri
$2.52M -$84.8K -2,832 -3%
MOS
382
MGO One Seven
Ohio
$2.5M -$149K -4,974 -5%
BAM
383
Belpointe Asset Management
Nevada
$2.5M +$31.1K +1,038 +1%
CPA
384
Clear Perspective Advisors
Illinois
$2.48M +$85.4K +2,850 +3%
IA
385
IFG Advisory
Georgia
$2.48M
UR
386
USCA RIA
Texas
$2.45M -$2.37M -79,170 -46%
CWS
387
Cypress Wealth Services
California
$2.4M +$188K +6,270 +7%
KA
388
Kovack Advisors
Florida
$2.4M -$912K -30,438 -25%
DWT
389
Dorsey & Whitney Trust
South Dakota
$2.4M +$481K +16,056 +21%
DW
390
Domani Wealth
Pennsylvania
$2.4M +$153K +5,094 +6%
SFP
391
Strategic Financial Partners
Oregon
$2.38M -$291K -9,702 -10%
BC
392
Burney Company
Virginia
$2.37M -$1.88M -62,874 -41%
UBV
393
United Bank (Virginia)
Virginia
$2.34M +$45.3K +1,512 +2%
GIA
394
Gladstone Institutional Advisory
Florida
$2.33M -$622K -20,754 -19%
OCM
395
One Capital Management
California
$2.33M +$325K +10,860 +14%
HCIA
396
Hochman Cole Investment Advisors
Illinois
$2.32M -$61.8K -2,064 -2%
HNB
397
Huntington National Bank
Ohio
$2.31M
LFAS
398
Level Four Advisory Services
Texas
$2.29M -$2.07M -69,024 -44%
PMFA
399
Plante Moran Financial Advisors
Michigan
$2.28M -$33.4K -1,116 -1%
GAM
400
Gemmer Asset Management
California
$2.27M -$495K -16,530 -16%

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.