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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
CAN
601
Claraphi Advisory Network
United States
$1.07M +$374K +12,162 +62%
AFG
602
Albion Financial Group
Utah
$1.06M +$9.96K +324 +1%
CBFP
603
Cedar Brook Financial Partners
Ohio
$1.05M -$110K -3,576 -10%
DBRC
604
D.B. Root & Company
Pennsylvania
$1.05M +$2.03K +66 +0.2%
WTB
605
Washington Trust Bank
Washington
$1.05M +$4.06K +132 +0.4%
RPC
606
Rossmore Private Capital
Connecticut
$1.02M +$49.3K +1,602 +6%
CAAS
607
Capital Asset Advisory Services
Michigan
$1.02M -$44.8K -1,458 -5%
KPW
608
Kore Private Wealth
New York
$1.01M
CAM
609
Covenant Asset Management
New Jersey
$1M -$198K -6,444 -18%
BS
610
Banco Santander
Spain
$999K +$912K +29,664 New
BP
611
Ballentine Partners
Massachusetts
$992K -$154K -4,992 -14%
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$989K +$185 +6 +0%
PIA
613
Perennial Investment Advisors
California
$987K +$8.3K +270 +0.9%
RIM
614
Rockbridge Investment Management
New York
$987K +$901K +29,292 New
KIA
615
KCM Investment Advisors
California
$985K +$54.1K +1,758 +6%
GLLW
616
Graves Light Lenhart Wealth
Virginia
$985K +$130K +4,218 +17%
AIM
617
Axiom Investment Management
New York
$984K -$54.6K -1,776 -6%
NAMP
618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$984K +$98.7K +3,210 +12%
VAS
619
Vestmark Advisory Solutions
Massachusetts
$983K -$4.61K -150 -0.5%
SLT
620
St Louis Trust
Missouri
$982K +$897K +29,154 New
SA
621
Silversage Advisors
California
$975K +$193K +6,276 +26%
WA
622
Wealth Architects
California
$974K -$33.2K -1,080 -4%
FANJ
623
Financial Architects (New Jersey)
New Jersey
$969K +$315K +10,248 +55%
KFGK
624
Keystone Financial Group (Kentucky)
Kentucky
$969K +$324K +10,524 +58%
TGAM
625
TBH Global Asset Management
Tennessee
$969K +$885K +28,776 New

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.