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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
AIM
701
Acropolis Investment Management
Missouri
$725K -$38K -1,236 -5%
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$720K -$57K -1,854 -8%
SFP
703
Shepherd Financial Partners
Massachusetts
$719K -$147K -4,776 -18%
PCM
704
Parsons Capital Management
Rhode Island
$715K +$17.5K +570 +3%
TCWM
705
Total Clarity Wealth Management
Illinois
$714K -$125K -4,056 -16%
AWA
706
Alaska Wealth Advisors
Alaska
$706K -$64K -2,082 -9%
LWM
707
Liberty Wealth Management
California
$702K -$50.7K -1,650 -7%
TSA
708
Tri-Star Advisors
Texas
$692K +$605K +19,668 New
First Manhattan
709
First Manhattan
New York
$691K -$196K -6,372 -24%
WA
710
Wealth Advisors
California
$687K
PFG
711
PAX Financial Group
Texas
$685K -$73.8K -2,400 -11%
SAG
712
Spotlight Asset Group
Illinois
$681K -$181K -5,880 -23%
OCM
713
Orser Capital Management
Texas
$680K
OWA
714
One Wealth Advisors
California
$673K -$830K -27,000 -57%
CIA
715
Compass Ion Advisors
Pennsylvania
$665K
WFPG
716
Waller Financial Planning Group
Ohio
$664K -$183K -5,934 -23%
LFA
717
Legend Financial Advisors
Pennsylvania
$659K -$2.72M -88,560 -82%
CFS
718
CRA Financial Services
New Jersey
$659K +$9.23K +300 +2%
LF
719
Lantz Financial
Illinois
$658K -$81.8K -2,658 -12%
LWS
720
Lucia Wealth Services
California
$655K -$27.9K -906 -4%
BWM
721
Baystate Wealth Management
Massachusetts
$644K +$61.8K +2,010 +12%
AWE
722
Avidian Wealth Enterprises
Texas
$644K +$276K +8,988 +89%
LSAG
723
Lake Street Advisors Group
New Hampshire
$641K
AIP
724
Almanack Investment Partners
Pennsylvania
$637K +$581K +18,900 New
BFEC
725
Benjamin F. Edwards & Company
Missouri
$633K -$24.9K -810 -4%

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.