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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
HCC
76
Hirtle Callaghan & Co
Pennsylvania
$46.8M -$816K -26,538 -2%
DIP
77
DT Investment Partners
Pennsylvania
$44.4M +$40.6M +1,319,202 New
SFSG
78
Stearns Financial Services Group
North Carolina
$44.3M -$1.23M -40,134 -3%
CWM
79
Campbell Wealth Management
Virginia
$44.2M +$1.12M +36,396 +3%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$43.1M -$1.48M -48,102 -4%
CA
81
Cambridge Associates
Massachusetts
$42.1M
CM
82
Cornerstone Management
Georgia
$40.1M -$395K -12,858 -1%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$39.6M -$5.39M -175,200 -13%
ME
84
McIlrath & Eck
Washington
$38.4M +$305K +9,912 +0.9%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$37.9M +$1.83M +59,346 +6%
SFWA
86
Summit Financial Wealth Advisors
Louisiana
$37.7M +$647K +21,030 +2%
HWA
87
HCR Wealth Advisors
California
$37.6M -$1.59M -51,660 -4%
JP Morgan Chase
88
JP Morgan Chase
New York
$37.6M +$1.12M +36,360 +3%
WLIM
89
White Lighthouse Investment Management
Massachusetts
$37.3M +$1.55M +50,358 +5%
SF
90
Summit Financial
New Jersey
$36.3M +$32.4M +1,054,116 +4,482%
GC
91
Grimes & Company
Massachusetts
$36.3M -$832K -27,036 -2%
GFPC
92
Global Financial Private Capital
Florida
$36.2M +$2.19M +71,208 +7%
PFPT
93
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.7M +$1.7M +55,428 +6%
SFG
94
Sage Financial Group
Pennsylvania
$35.2M -$1.17M -38,124 -4%
LA
95
LVW Advisors
New York
$34.8M -$847K -27,546 -3%
WIC
96
Woodmont Investment Counsel
Tennessee
$34M -$232K -7,530 -0.7%
OAJ
97
Ogorek Anthony Joseph
New York
$34M +$15.3M +498,960 +98%
BEC
98
Blue Edge Capital
Virginia
$33.9M -$2.7M -87,846 -8%
JC
99
Jentner Corp
Ohio
$33.4M -$407K -13,248 -1%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$32.5M -$37.9M -1,231,566 -56%

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.