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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
DHFB
551
Dixon Hubard Feinour & Brown
Virginia
$900K +$650K +21,696 +170%
SWPG
552
Strategic Wealth Partners Group
Illinois
$896K -$17.6K -588 -2%
SIC
553
Salem Investment Counselors
North Carolina
$892K
BOPW
554
Brandywine Oak Private Wealth
Pennsylvania
$891K +$346K +11,562 +51%
Vanguard Group
555
Vanguard Group
Pennsylvania
$887K -$53.4M -1,784,508 -98%
CAAS
556
Capital Asset Advisory Services
Michigan
$887K +$9.35K +312 +1%
CFFP
557
Center for Financial Planning
Michigan
$883K +$171K +5,724 +20%
HCA
558
Harbour Capital Advisors
Virginia
$874K -$53.9K -1,800 -5%
PWLP
559
Prio Wealth Limited Partnership
Massachusetts
$874K -$43.1K -1,440 -4%
CWC
560
Carolinas Wealth Consulting
North Carolina
$869K +$996K +33,264 New
I
561
IberiaBank
Louisiana
$865K +$109K +3,630 +12%
T
562
TrueFG
Texas
$853K -$127K -4,248 -12%
Winslow Capital Management
563
Winslow Capital Management
Minnesota
$831K +$953K +31,806 New
CIA
564
Covington Investment Advisors
Pennsylvania
$826K -$19.8K -660 -2%
DI
565
DFPG Investments
Utah
$823K -$21.4K -714 -2%
BZWA
566
Blue Zone Wealth Advisors
California
$816K +$525K +17,520 +128%
SWM
567
SeaCrest Wealth Management
New York
$815K -$902K -30,132 -49%
CWP
568
Capital Wealth Planning
Florida
$813K +$933K +31,146 New
AIM
569
Axiom Investment Management
New York
$812K -$69.9K -2,334 -7%
HWM
570
Hohimer Wealth Management
Washington
$812K +$416K +13,896 +102%
AFG
571
Albion Financial Group
Utah
$811K +$14.6K +486 +2%
DBRC
572
D.B. Root & Company
Pennsylvania
$809K -$5.57K -186 -0.6%
WTB
573
Washington Trust Bank
Washington
$808K
FIM
574
Freedom Investment Management
Connecticut
$792K +$124K +4,128 +20%
WF
575
WoodTrust Financial
Wisconsin
$788K -$209K -6,984 -19%

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.