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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
Natixis Advisors
51
Natixis Advisors
Massachusetts
$57.3M +$39.8M +1,329,234 +153%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$55.2M +$8.42M +281,244 +15%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$51.9M -$1.97M -65,784 -3%
PAG
54
Private Advisor Group
New Jersey
$48.8M +$7.83M +261,456 +16%
AWM
55
AE Wealth Management
Kansas
$48.5M +$24.4M +814,686 +78%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$47.4M +$39.7M +1,325,568 +260%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$46.1M -$5.47M -182,520 -9%
BOH
58
Bank of Hawaii
Hawaii
$45.2M -$8.76M -292,494 -14%
MFW
59
Mosaic Family Wealth
Missouri
$45.1M -$1.07M -35,856 -2%
SMM
60
Stadion Money Management
Georgia
$44.2M -$11.6M -388,830 -19%
DWM
61
Destination Wealth Management
California
$43.3M -$22.4M -748,332 -31%
OPS
62
Orion Portfolio Solutions
Nebraska
$41.6M -$7.01M -233,892 -13%
CF
63
Corrigan Financial
Rhode Island
$41.4M -$2.12M -70,644 -4%
IA
64
Independence Advisors
Pennsylvania
$40.6M +$4.94M +164,934 +12%
MWA
65
Martel Wealth Advisors
Washington
$40.3M -$427K -14,250 -0.9%
CHP
66
Cable Hill Partners
Oregon
$39.7M -$8.49M -283,566 -16%
PW
67
Peninsula Wealth
California
$39.6M -$2.07M -69,108 -4%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$37.9M +$450K +15,036 +1%
HCC
69
Hirtle Callaghan & Co
Pennsylvania
$37M -$864K -28,848 -2%
SGAM
70
Stephens Group Asset Management
Arkansas
$36.7M -$16.8M -559,524 -28%
SFSG
71
Stearns Financial Services Group
North Carolina
$35.4M -$414K -13,824 -1%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$35.3M -$11.3M -378,600 -22%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$34.7M -$3.55M -118,596 -8%
MAM
74
Madison Asset Management
Wisconsin
$33.9M +$5.98M +199,686 +18%
CWM
75
Campbell Wealth Management
Virginia
$33.3M -$6.33M -211,422 -14%

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.