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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
RMAM
451
Raab & Moskowitz Asset Management
New Jersey
$1.54M +$83.6K +2,790 +5%
CF
452
Centaurus Financial
California
$1.54M -$13.3K -444 -0.7%
PJB
453
Paul John Balson
California
$1.53M +$1.75M +58,560 New
KWM
454
Keebeck Wealth Management
Illinois
$1.51M
RJT
455
Raymond James Trust
Florida
$1.5M +$34.7K +1,158 +2%
EWM
456
Evercore Wealth Management
New York
$1.49M +$136K +4,530 +9%
GCA
457
Gradient Capital Advisors
California
$1.47M -$7.55K -252 -0.4%
GLA
458
Great Lakes Advisors
Illinois
$1.46M +$90.4K +3,018 +6%
PA
459
Probity Advisors
Texas
$1.45M -$93.6K -3,126 -5%
CA
460
Calton & Associates
Florida
$1.44M +$563K +18,792 +52%
SCA
461
STALEY CAPITAL ADVISERS
Pennsylvania
$1.43M -$5.39K -180 -0.3%
WWM
462
Western Wealth Management
Colorado
$1.42M +$657K +21,948 +68%
BWM
463
Bernicke Wealth Management
Wisconsin
$1.41M -$46.4K -1,548 -3%
Janus Henderson Group
464
Janus Henderson Group
United Kingdom
$1.41M +$1.07M +35,706 +197%
KP
465
Keel Point
Alabama
$1.4M +$164K +5,484 +11%
EWM
466
Empirical Wealth Management
Washington
$1.39M -$76.6K -2,556 -5%
MWM
467
Meridian Wealth Management
Kentucky
$1.39M +$159K +5,322 +11%
FSA
468
Financial Services Advisory
Maryland
$1.38M -$13.1M -436,290 -89%
KeyBank National Association
469
KeyBank National Association
Ohio
$1.38M +$208K +6,960 +15%
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.35M +$148K +4,950 +11%
LSA
471
L & S Advisors
California
$1.35M -$2.7K -90 -0.2%
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$1.34M -$31.4K -1,050 -2%
EAM
473
Evanson Asset Management
California
$1.31M -$170K -5,676 -10%
KF
474
Krilogy Financial
Missouri
$1.3M -$67.6K -2,256 -4%
WT
475
Whittier Trust
California
$1.29M

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.