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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 β†’ $37.9B (+$9.71B)

13% more funds holding in top 10

Funds holding in top 10: 177 β†’ 200 (+23)

7% more funds holding

Funds holding: 1,063 β†’ 1,138 (+75)

1% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 417

2.39% less ownership

Funds ownership: 408.54% β†’ 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
LAS
1101
Lloyd Advisory Services
Georgia
$26K -$754K -24,516 -97%
PA
1102
Perennial Advisors
New York
$26K +$24K +780 New
HI
1103
Hudock Inc
Pennsylvania
$24K – – –
APW
1104
Acima Private Wealth
Virginia
$22K – – –
RBC
1105
Roble Belko & Company
Pennsylvania
$22K – – –
TFGT
1106
TS Financial Group (TSFG)
Illinois
$22K – – –
MPWT
1107
MassMutual Private Wealth & Trust
Connecticut
$21K -$26.8K -870 -59%
PCTC
1108
Perkins Coie Trust Company
Washington
$21K – – –
AWM
1109
AllSquare Wealth Management
New York
$20K – – –
CWP
1110
CFM Wealth Partners
Texas
$20K – – –
PFSC
1111
Peoples Financial Services Corp
Pennsylvania
$20K – – –
HR
1112
Howe & Rusling
New York
$20K +$18.5K +600 New
BWP
1113
Baldwin Wealth Partners
Massachusetts
$19K – – –
LF
1114
Lee Financial
Texas
$18K – – –
CA
1115
Clearstead Advisors
Ohio
$15K -$59.4K -1,932 -81%
GEA
1116
Glen Eagle Advisors
New Jersey
$13.3K – – –
EWM
1117
Endurance Wealth Management
Rhode Island
$12K – – –
BW
1118
Bison Wealth
Georgia
$10K -$253K -8,220 -97%
NSB
1119
Norway Savings Bank
Maine
$10K – – –
TPWA
1120
TRUE Private Wealth Advisors
Oregon
$10K – – –
BCM
1121
Blume Capital Management
California
$9K – – –
CIM
1122
Contravisory Investment Management
Massachusetts
$7K – – –
SIS
1123
Sound Income Strategies
Florida
$7K – – –
WAS
1124
Winch Advisory Services
Wisconsin
$7K – – –
LWM
1125
Lenox Wealth Management
Ohio
$7K +$2.95K +96 +73%

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 β€” up 34% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new VUG positions and 50 closed out β€” a net gain of 84 holders β€” 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.