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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
PPW
101
Pasadena Private Wealth
California
$32.3M -$2.56M -83,208 -8%
BRWA
102
B. Riley Wealth Advisors
Florida
$32.1M +$3.41M +111,006 +13%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$31.6M -$45.6M -1,482,774 -62%
RWM
104
Rezny Wealth Management
Florida
$31M +$811K +26,370 +3%
AI
105
Atria Investments
North Carolina
$30.8M +$28.2M +915,738 New
GT
106
Glenmede Trust
Pennsylvania
$30.4M +$10.2M +331,644 +58%
BF
107
Blankinship & Foster
California
$30M +$258K +8,376 +1%
SQA
108
Simon Quick Advisors
New Jersey
$29.7M +$822K +26,730 +3%
AAS
109
Avantax Advisory Services
Texas
$29M +$6.8M +221,250 +35%
SI
110
Stephens Inc
Arkansas
$28.1M +$3.82M +124,356 +17%
FMP
111
Financial Management Professionals
Texas
$27.5M +$21.3M +692,364 +563%
PCG
112
Private Capital Group
Connecticut
$27.3M -$6.27K -204 -0%
AIS
113
American Investment Services
Massachusetts
$27.3M -$1.38M -44,844 -5%
PFA
114
Pathway Financial Advisors
Vermont
$26.7M +$1.21M +39,318 +5%
CW
115
CreativeOne Wealth
Kansas
$26.1M +$1.63M +52,926 +7%
Citigroup
116
Citigroup
New York
$26.1M -$2.28M -74,118 -9%
FHA
117
First Horizon Advisors
Tennessee
$25.4M +$2.27M +73,956 +11%
CCM
118
Condor Capital Management
New Jersey
$25.4M -$664K -21,594 -3%
TPCW
119
TD Private Client Wealth
New York
$25.4M -$285K -9,270 -1%
Cerity Partners
120
Cerity Partners
New York
$25.3M -$5.1M -165,714 -18%
APA
121
American Portfolios Advisors
New York
$25.1M -$2.4M -77,994 -9%
BFA
122
Beaumont Financial Advisors
Massachusetts
$25.1M +$6.71M +218,106 +41%
PWP
123
Principle Wealth Partners
Connecticut
$25.1M +$134K +4,362 +0.6%
NFG
124
Nadler Financial Group
Illinois
$24.7M +$2.77K +90 +0%
Creative Planning
125
Creative Planning
Kansas
$24.6M +$409K +13,302 +2%

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.