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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
ECM
126
Evergreen Capital Management
Washington
$24.4M -$362K -11,760 -2%
TPW
127
TL Private Wealth
Texas
$23.3M -$856K -27,840 -4%
AAMA
128
Advanced Asset Management Advisors
Ohio
$23M +$131K +4,254 +0.6%
GSIS
129
Global Strategic Investment Solutions
Arizona
$22.6M +$2.14M +69,456 +12%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$22.5M +$893K +29,022 +5%
CPIG
131
Chicago Partners Investment Group
Illinois
$22.4M -$372K -12,090 -2%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$22.2M +$10.1M +328,932 +100%
ZCA
133
Zeke Capital Advisors
Pennsylvania
$21.3M -$815K -26,490 -4%
W
134
WealthOne
New York
$21.3M +$1.34M +43,428 +7%
CTB
135
Country Trust Bank
Illinois
$21.1M -$984K -31,998 -5%
BWM
136
Benchmark Wealth Management
Connecticut
$20.8M +$511K +16,626 +3%
CWM
137
Connecticut Wealth Management
Connecticut
$20.8M -$124K -4,020 -0.6%
SWM
138
Southern Wealth Management
Texas
$20.6M -$89.3K -2,904 -0.5%
AAP
139
Arax Advisory Partners
Colorado
$20.5M -$570K -18,528 -3%
DBT
140
Dubuque Bank & Trust
Iowa
$20.4M +$8.95M +290,964 +92%
CFB
141
Cullen/Frost Bankers
Texas
$20.4M +$281K +9,144 +2%
JCM
142
Jacobsen Capital Management
Utah
$19.8M +$18M +586,530 New
HWA
143
Heartwood Wealth Advisors
Virginia
$19.7M -$31.6K -1,026 -0.2%
SEIA
144
Signature Estate & Investment Advisors
California
$19.3M -$218K -7,086 -1%
TWP
145
Total Wealth Planning
Ohio
$19.2M +$202K +6,582 +1%
CAN
146
Cetera Advisor Networks
California
$19.2M -$1.2M -38,946 -6%
TWA
147
Tillar-Wenstrup Advisors
Ohio
$19M -$44.8K -1,458 -0.3%
AWA
148
Arete Wealth Advisors
Illinois
$18.8M +$12.5M +408,036 +271%
RFA
149
Radnor Financial Advisors
Pennsylvania
$18.8M -$17.2K -558 -0.1%
FPIS
150
Financial Planning & Information Services
Wisconsin
$18.7M -$487K -15,846 -3%

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.