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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
RJT
551
Raymond James Trust
Florida
$1.32M -$563K -18,294 -32%
JFA
552
JNBA Financial Advisors
Minnesota
$1.32M -$33.8K -1,098 -3%
PAS
553
Partnervest Advisory Services
California
$1.32M +$436K +14,190 +57%
IA
554
IndexIQ Advisors
New York
$1.31M -$4.23M -137,676 -78%
SW
555
SVB Wealth
Massachusetts
$1.31M +$1.17M +38,070 +4,598%
TC
556
Toews Corporation
New Jersey
$1.31M +$69K +2,244 +6%
KLI
557
Kelman-Lazarov Inc
Tennessee
$1.3M -$114K -3,720 -9%
RPGK
558
Retirement Planning Group (Kansas)
Kansas
$1.29M -$25.8K -840 -2%
F
559
F3Logic
Minnesota
$1.29M +$13.5K +438 +1%
Prudential Financial
560
Prudential Financial
New Jersey
$1.29M +$46.3K +1,506 +4%
DTC
561
Davidson Trust Company
Washington
$1.28M -$101K -3,288 -8%
GLA
562
Good Life Advisors
Pennsylvania
$1.28M -$12K -390 -1%
DY
563
Dowling & Yahnke
California
$1.27M -$209K -6,792 -15%
MIM
564
Marco Investment Management
Georgia
$1.27M +$5.72K +186 +0.5%
WP
565
WealthSource Partners
California
$1.27M -$143K -4,662 -11%
CIC
566
Cutler Investment Counsel
Oregon
$1.25M -$29.3K -954 -3%
KWM
567
Kingsview Wealth Management
Oregon
$1.24M +$24.4K +792 +2%
GMA
568
Goldstein Munger & Associates
California
$1.24M +$2.03K +66 +0.2%
SIC
569
Salem Investment Counselors
North Carolina
$1.24M +$77.7K +2,526 +7%
BCWM
570
Bartlett & Co Wealth Management
Ohio
$1.22M +$30.3K +984 +3%
BC
571
Bartlett & Co
Ohio
$1.22M +$30.3K +984 +3%
AMG
572
Asset Management Group
Connecticut
$1.22M +$2.58K +84 +0.2%
GG
573
Gofen & Glossberg
Illinois
$1.21M +$37.8K +1,230 +4%
RIS
574
Retirement Income Solutions
Michigan
$1.21M +$503K +16,368 +84%
WIA
575
World Investment Advisors
California
$1.2M +$165K +5,370 +20%

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.