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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
WHG
51
Westwood Holdings Group
Texas
$79.4M -$3.27M -106,200 -4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$78.4M +$17.3M +561,036 +32%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$77M +$5.31M +172,512 +8%
KIM
54
Karpus Investment Management
New York
$75.8M -$7.25M -235,746 -9%
VCP
55
Vista Capital Partners
Oregon
$72.8M -$2.66M -86,346 -4%
BFPW
56
BOK Financial Private Wealth
Colorado
$68.9M +$28M +910,398 +80%
MWM
57
Mission Wealth Management
California
$67.5M +$24.7M +801,948 +67%
PAG
58
Private Advisor Group
New Jersey
$65.4M +$2.21M +71,712 +4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$64.3M -$2.43M -78,906 -4%
MFW
60
Mosaic Family Wealth
Missouri
$57.8M -$320K -10,404 -0.6%
OPS
61
Orion Portfolio Solutions
Nebraska
$57.6M +$3.65M +118,746 +7%
SMM
62
Stadion Money Management
Georgia
$57M
SGAM
63
Stephens Group Asset Management
Arkansas
$56.9M +$6.11M +198,798 +14%
WPW
64
Waldron Private Wealth
Pennsylvania
$55.9M +$14M +456,300 +38%
BOH
65
Bank of Hawaii
Hawaii
$54.4M -$3.55M -115,548 -7%
IA
66
Independence Advisors
Pennsylvania
$51.6M -$716K -23,286 -1%
CF
67
Corrigan Financial
Rhode Island
$51.6M -$1.69M -54,924 -3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$51.3M
PW
69
Peninsula Wealth
California
$51.1M +$21.4K +696 +0%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$50.9M +$1.93M +62,820 +4%
MWA
71
Martel Wealth Advisors
Washington
$50.6M -$1.21M -39,420 -3%
CHP
72
Cable Hill Partners
Oregon
$50.5M -$704K -22,878 -2%
BRWM
73
B. Riley Wealth Management
Tennessee
$49.9M +$18.1M +587,640 +54%
DWM
74
Destination Wealth Management
California
$48.7M -$6.45M -209,598 -13%
US Bancorp
75
US Bancorp
Minnesota
$48.3M +$5.34M +173,760 +14%

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.