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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
DHFB
476
Dixon Hubard Feinour & Brown
Virginia
$2.03M +$716K +23,274 +67%
MPM
477
Meritage Portfolio Management
Kansas
$2.03M +$1.61M +52,188 +646%
OWA
478
Outlook Wealth Advisors
Texas
$2.03M -$411K -13,374 -18%
CCA
479
Checchi Capital Advisers
California
$2.03M +$1.85M +60,156 New
GCA
480
Gradient Capital Advisors
California
$2.01M +$98.4K +3,198 +6%
OIA
481
OneDigital Investment Advisors
Kansas
$1.99M -$47.8K -1,554 -3%
APP
482
Avantax Planning Partners
Iowa
$1.96M +$624K +20,286 +54%
CAG
483
Csenge Advisory Group
Florida
$1.96M -$34.7K -1,128 -2%
Fisher Asset Management
484
Fisher Asset Management
Washington
$1.95M -$2.76M -89,580 -61%
NDSI
485
Newman Dignan & Sheerar Inc
Rhode Island
$1.95M -$2.4K -78 -0.1%
NFG
486
NewFocus Financial Group
Washington
$1.87M +$1.15M +37,452 +208%
SCA
487
STALEY CAPITAL ADVISERS
Pennsylvania
$1.84M
EWM
488
Evercore Wealth Management
New York
$1.84M -$75.7K -2,460 -4%
BJL
489
Brighton Jones LLC
Washington
$1.84M -$205K -6,660 -11%
KWM
490
Keebeck Wealth Management
Illinois
$1.83M -$104K -3,366 -6%
KeyBank National Association
491
KeyBank National Association
Ohio
$1.82M +$42.8K +1,392 +3%
PA
492
Probity Advisors
Texas
$1.81M -$48.3K -1,572 -3%
MWM
493
Meridian Wealth Management
Kentucky
$1.79M +$1.48K +48 +0.1%
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$1.79M +$113K +3,672 +7%
EAM
495
Evanson Asset Management
California
$1.75M +$56.1K +1,824 +4%
RMAM
496
Raab & Moskowitz Asset Management
New Jersey
$1.74M -$226K -7,338 -12%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M -$7.57K -246 -0.5%
TAM
498
Tradition Asset Management
Virginia
$1.74M +$80.8K +2,628 +5%
WGCA
499
Wolf Group Capital Advisors
Virginia
$1.7M +$178K +5,796 +13%
CIC
500
Carnegie Investment Counsel
Ohio
$1.69M +$167K +5,430 +12%

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.