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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
PFBT
651
Parkside Financial Bank & Trust
Missouri
$860K +$3.32K +108 +0.4%
CPO
652
Cerity Partners OCIO
New York
$859K +$50.9K +1,656 +7%
FWM
653
Foresight Wealth Management
Utah
$853K -$26K -846 -3%
BZWA
654
Blue Zone Wealth Advisors
California
$845K -$190K -6,168 -20%
PAMG
655
Patton Albertson Miller Group
Tennessee
$843K -$13.8K -450 -2%
TF
656
Trek Financial
Arizona
$842K +$287K +9,318 +59%
GIA
657
Guyasuta Investment Advisors
Pennsylvania
$839K +$766K +24,900 New
FIM
658
Frontier Investment Management
Texas
$834K +$1.11K +36 +0.1%
NHC
659
Nicholas Hoffman & Company
Georgia
$832K
CFN
660
Cordasco Financial Network
Florida
$830K
OWM
661
Orgel Wealth Management
Wisconsin
$827K
MCM
662
Mainstay Capital Management
Michigan
$827K +$33.8K +1,098 +5%
NB
663
Nicolet Bankshares
Wisconsin
$824K -$62.2K -2,022 -8%
IF
664
Intrua Financial
Texas
$824K +$680K +22,116 New
RWM
665
RKL Wealth Management
Pennsylvania
$821K +$738 +24 +0.1%
JGIA
666
Jackson Grant Investment Advisers
Connecticut
$815K +$1.66K +54 +0.2%
CS
667
Capital Square
Tennessee
$813K -$48.9K -1,590 -6%
MCM
668
MV Capital Management
Maryland
$807K +$153K +4,986 +26%
EE
669
EWG Elevate
California
$804K +$74.2K +2,412 +11%
IFAM
670
Institutional & Family Asset Management
Colorado
$803K -$103K -3,348 -12%
BDF
671
Balasa Dinverno & Foltz
$802K -$53.7K -1,746 -7%
AFP
672
Ausdal Financial Partners
Iowa
$799K +$255K +8,280 +54%
CPSC
673
Carl P. Sherr & Co
Massachusetts
$798K -$10.2K -330 -1%
PA
674
Pinnacle Associates
New York
$796K +$4.24K +138 +0.6%
FNBT
675
FineMark National Bank & Trust
Florida
$795K -$4.61K -150 -0.6%

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.