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Vanguard Growth ETF

1,063 hedge funds and large institutions have $28.2B invested in Vanguard Growth ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 406 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $8.38M

7% more funds holding in top 10

Funds holding in top 10: 166177 (+11)

6% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 383

4% less funds holding

Funds holding: 1,1081,063 (-45)

11% less capital invested

Capital invested by funds: $31.6B → $28.2B (-$3.45B)

22.53% less ownership

Funds ownership: 431.06%408.54% (-23%)

23% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 115

Holders
1,063
Holders Change
-45
Holders Change %
-4.06%
% of All Funds
23.42%
Holding in Top 10
177
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.63%
% of All Funds
3.9%
New
89
Increased
406
Reduced
383
Closed
115
Calls
$9.89M
Puts
$8.38M
Net Calls
+$1.51M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$16.4M +$5.66M +189,048 +43%
CWM
127
Connecticut Wealth Management
Connecticut
$16.2M -$124K -4,152 -0.7%
SWM
128
Southern Wealth Management
Texas
$16M +$120K +3,996 +0.7%
BCIM
129
Bishop & Co Investment Management
Pennsylvania
$15.7M -$273K -9,114 -2%
GSIS
130
Global Strategic Investment Solutions
Arizona
$15.7M +$12.8M +428,958 +250%
BWM
131
Benchmark Wealth Management
Connecticut
$15.7M +$243K +8,100 +1%
CFB
132
Cullen/Frost Bankers
Texas
$15.5M -$585K -19,542 -3%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$15.5M +$9.1M +303,846 +99%
CAN
134
Cetera Advisor Networks
California
$15.5M +$4.41M +147,216 +32%
W
135
WealthOne
New York
$15.4M -$680K -22,704 -4%
CGL
136
Clarius Group LLC
Washington
$15.4M -$845K -28,218 -5%
Bessemer Group
137
Bessemer Group
New Jersey
$15.3M -$1.56M -51,954 -8%
HWA
138
Heartwood Wealth Advisors
Virginia
$15.3M -$1.2M -39,924 -6%
SEIA
139
Signature Estate & Investment Advisors
California
$15.2M +$1.06M +35,316 +6%
FPIS
140
Financial Planning & Information Services
Wisconsin
$14.9M -$367K -12,246 -2%
TWA
141
Tillar-Wenstrup Advisors
Ohio
$14.8M +$16.9M +564,966 New
TWP
142
Total Wealth Planning
Ohio
$14.7M -$203K -6,792 -1%
RFA
143
Radnor Financial Advisors
Pennsylvania
$14.6M -$88.4K -2,952 -0.5%
MG
144
Mather Group
Illinois
$14.5M +$6.79M +226,734 +69%
IWA
145
Inspirion Wealth Advisors
Illinois
$14.3M +$1.06M +35,358 +7%
TCM
146
TD Capital Management
Tennessee
$13.9M -$65.2K -2,178 -0.4%
CWM
147
Capital Wealth Management
Rhode Island
$13.8M -$865K -28,866 -5%
PPP
148
Private Portfolio Partners
New Jersey
$13.8M +$429K +14,310 +3%
BFA
149
Beaumont Financial Advisors
Massachusetts
$13.7M -$2.02M -67,554 -11%
FAN
150
Financial Advisors Network
California
$13.6M -$8.73M -291,450 -36%

VUG Hedge Fund Activity: Q1 2020 in Review

1,063 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2020, worth a combined $28.2B — down 11% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of VUG and 89 opened new positions — a net loss of 26 holders — while 383 trimmed existing stakes and 406 added.

The largest buyer was Bank of America, adding an estimated $722M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.95B.

  • 1,063 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2020, down from 1,108 in Q4 2019.
  • Funds reported $28.2B of Vanguard Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 89 funds opened new Vanguard Growth ETF positions in Q1 2020 and 115 closed out, a net change of -26 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2020 was Bank of America, an estimated $722M added.
  • The largest Vanguard Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2020.