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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
FSWA
901
Financial Synergies Wealth Advisors
Texas
$329K +$300K +9,762 New
PHS
902
Pekin Hardy Strauss
Illinois
$328K +$11.1K +360 +4%
OCM
903
Orleans Capital Management
Louisiana
$327K +$299K +9,720 New
22CM
904
20/20 Capital Management
California
$323K +$185 +6 +0.1%
MGWM
905
Marks Group Wealth Management
Minnesota
$319K -$76.8K -2,496 -21%
HA
906
Harborview Advisors
Maine
$319K +$3.69K +120 +1%
V
907
Veritable
Delaware
$318K +$15.5K +504 +6%
WA
908
WBH Advisory
Maryland
$317K +$369 +12 +0.1%
CNC
909
Canandaigua National Corp
New York
$316K +$289K +9,390 New
BWA
910
BDO Wealth Advisors
Florida
$314K -$59.4K -1,932 -17%
PWW
911
Pettyjohn Wood & White
Virginia
$314K
SFI
912
SPC Financial Inc
Maryland
$313K -$10.9M -354,330 -97%
BFG
913
Bouchey Financial Group
New York
$313K
NWM
914
Northwest Wealth Management
Iowa
$312K -$46.7K -1,518 -14%
DE
915
Day & Ennis
Georgia
$308K -$107K -3,474 -28%
SWMG
916
Strategic Wealth Management Group
Maryland
$308K +$281K +9,144 New
SFS
917
Strategic Financial Services
New York
$306K +$14.8K +480 +6%
VCM
918
Vision Capital Management
Oregon
$305K -$88.6K -2,880 -24%
FBFS
919
First Business Financial Services
Wisconsin
$304K
EA
920
Elm Advisors
California
$303K -$80.3K -2,610 -22%
AFS
921
Access Financial Services
Minnesota
$303K +$277K +9,000 New
PO
922
Private Ocean
California
$302K -$7.93K -258 -3%
PFM
923
Parsec Financial Management
North Carolina
$302K +$14.9K +486 +6%
EFSCE
924
Enterprise Financial Services Corp (EFSC)
Missouri
$301K
AIA
925
Angeles Investment Advisors
California
$301K +$275K +8,940 New

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.