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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
WP
826
WealthPLAN Partners
Nebraska
$444K +$80.6K +2,622 +28%
MFS
827
McNamara Financial Services
Massachusetts
$442K -$9.78K -318 -2%
BWA
828
Beam Wealth Advisors
Louisiana
$441K +$15.1K +492 +4%
CWM
829
Circle Wealth Management
New Jersey
$440K +$923 +30 +0.2%
FNBOO
830
First National Bank of Omaha
Nebraska
$439K -$61.8K -2,010 -13%
PWM
831
Perigon Wealth Management
California
$439K -$48.7K -1,584 -11%
CAG
832
Crestwood Advisors Group
Massachusetts
$439K -$27.9K -906 -7%
HFA
833
High Falls Advisors
New York
$433K
RWM
834
Ritholtz Wealth Management
New York
$428K +$75.1K +2,442 +24%
FLPIM
835
F.L. Putnam Investment Management
Massachusetts
$427K -$50.7K -1,650 -12%
SMH
836
Sanders Morris Harris
Texas
$425K +$388K +12,618 New
BWAM
837
Boyd Watterson Asset Management
Ohio
$424K
ANTB
838
AMG National Trust Bank
Colorado
$423K +$386K +12,564 New
LIA
839
LS Investment Advisors
Michigan
$421K
FTUS
840
Flow Traders U.S.
New York
$421K +$384K +12,492 New
CFG
841
Cooper Financial Group
California
$420K +$383K +12,462 New
EGWAG
842
Elwood & Goetz Wealth Advisory Group
Georgia
$419K
SPP
843
Single Point Partners
Massachusetts
$414K
ACM
844
Ategra Capital Management
Virginia
$413K +$554 +18 +0.1%
NCM
845
Northwest Capital Management
Oregon
$412K +$376K +12,228 New
EWF
846
Epstein & White Financial
California
$409K +$923 +30 +0.2%
AAS
847
Annex Advisory Services
Wisconsin
$409K +$128K +4,164 +52%
AC
848
Alley Company
Illinois
$408K -$113K -3,660 -23%
WI
849
Wintrust Investments
Illinois
$407K -$4.24K -138 -1%
Chevy Chase Trust
850
Chevy Chase Trust
Maryland
$404K -$76.4K -2,484 -17%

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.