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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
WSTAM
476
Wilbanks Smith & Thomas Asset Management
Virginia
$1.29M +$147K +4,896 +11%
TAM
477
Tradition Asset Management
Virginia
$1.28M +$96.9K +3,234 +7%
LF
478
LifeSteps Financial
California
$1.26M
BWM
479
BCS Wealth Management
Tennessee
$1.26M +$3.59K +120 +0.2%
OWA
480
One Wealth Advisors
California
$1.23M +$1.41M +46,968 New
CA
481
Claro Advisors
Massachusetts
$1.2M -$129K -4,296 -9%
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$1.2M
Deutsche Bank
483
Deutsche Bank
Germany
$1.19M +$995K +33,210 +267%
FEG
484
Fund Evaluation Group
Ohio
$1.18M -$2.75M -91,788 -67%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$1.18M
SVWAG
486
Sound View Wealth Advisors Group
Georgia
$1.17M -$109K -3,648 -8%
ACA
487
Ackerman Capital Advisors
Texas
$1.17M +$1.34M +44,832 New
CIC
488
Carnegie Investment Counsel
Ohio
$1.17M -$27.7K -924 -2%
WGCA
489
Wolf Group Capital Advisors
Virginia
$1.17M -$23.4K -780 -2%
DY
490
Dowling & Yahnke
California
$1.17M +$259K +8,652 +24%
AIFAIM
491
American Institute for Advanced Investment Management
Arizona
$1.15M +$146K +4,878 +12%
SMG
492
Spectrum Management Group
Indiana
$1.15M +$21K +702 +2%
DPI
493
Diversified Portfolios Inc
Michigan
$1.15M -$5.03K -168 -0.4%
CWA
494
Clarus Wealth Advisors
Arizona
$1.14M +$518K +17,292 +61%
MG
495
MilWealth Group
Wisconsin
$1.13M +$129K +4,302 +11%
CFG
496
Citizens Financial Group
Rhode Island
$1.13M +$1.27M +42,336 +4,126%
SCM
497
Snow Capital Management
Pennsylvania
$1.13M +$4.13K +138 +0.3%
ZCM
498
Ziegler Capital Management
Illinois
$1.13M +$7.01K +234 New
Renaissance Technologies
499
Renaissance Technologies
New York
$1.13M +$1.29M +43,140 New
TC
500
Trust Company
Kansas
$1.11M

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.