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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
Truist Financial
26
Truist Financial
North Carolina
$180M +$20.4M +663,318 +14%
CL
27
Choreo LLC
Illinois
$165M +$11.9M +387,942 +9%
CIAS
28
CBIZ Investment Advisory Services
Ohio
$163M
RC
29
RegentAtlantic Capital
New Jersey
$148M +$135M +4,397,400 New
PC
30
Permanens Capital
New York
$145M +$5.85M +190,128 +5%
RJA
31
Raymond James & Associates
Florida
$143M -$9.03M -293,568 -6%
EH
32
Equitable Holdings
New York
$139M -$5.02M -163,086 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$138M +$489K +15,894 +0.4%
AssetMark Inc
34
AssetMark Inc
California
$125M -$28.2M -917,880 -20%
NFC
35
Northeast Financial Consultants
Connecticut
$125M +$7.28M +236,784 +7%
Mariner
36
Mariner
Kansas
$113M +$6.3M +204,720 +7%
HighTower Advisors
37
HighTower Advisors
Illinois
$108M +$2.16M +70,368 +2%
MML Investors Services
38
MML Investors Services
Massachusetts
$107M +$2.28M +74,070 +2%
AWM
39
AE Wealth Management
Kansas
$102M +$35.7M +1,161,984 +63%
Stifel Financial
40
Stifel Financial
Missouri
$97M +$4.07M +132,324 +5%
WA
41
Waverly Advisors
Alabama
$95.8M -$1.32M -43,008 -2%
GC
42
Garde Capital
Washington
$94.6M +$532K +17,304 +0.6%
MIS
43
Morningstar Investment Services
Illinois
$93.5M -$11.8M -383,466 -12%
MG
44
Mather Group
Illinois
$90.5M +$65.6M +2,132,820 +385%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$88.5M
CCM
46
Coldstream Capital Management
Washington
$86.9M -$2.77M -90,030 -3%
TI
47
Truepoint Inc
Ohio
$86.2M -$8.83M -287,244 -10%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$85.8M +$8.15M +265,056 +12%
SS
49
Simplicity Solutions
Minnesota
$80.6M +$35.2M +1,144,092 +92%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.2M -$5.28M -171,558 -7%

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.