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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
OAJ
151
Ogorek Anthony Joseph
New York
$13.3M -$1.59M -53,004 -9%
MGIA
152
Moneta Group Investment Advisors
Missouri
$13.3M +$538K +17,958 +4%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$13.2M -$761K -25,416 -5%
VVP
154
Venture Visionary Partners
Ohio
$13.1M +$1.98M +66,264 +15%
AF
155
Allworth Financial
California
$12.8M -$1.01M -33,816 -6%
PL
156
Polianta Ltd
Jersey
$12.8M +$14.7M +490,200 New
SFM
157
Signet Financial Management
New Jersey
$12.6M -$1.04M -34,794 -8%
TFA
158
Tobias Financial Advisors
Florida
$12.3M +$1.08K +36 +0%
Betterment LLC
159
Betterment LLC
New York
$12.2M +$1.27M +42,342 +10%
BHWM
160
Bay Harbor Wealth Management
Maryland
$12.1M +$383K +12,774 +3%
SVCP
161
Silicon Valley Capital Partners
California
$12M -$338K -11,292 -2%
KCM
162
Kathmere Capital Management
Pennsylvania
$12M +$4.22M +141,030 +44%
BG
163
Berry Group
Massachusetts
$11.9M +$349K +11,652 +3%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$11.5M +$458K +15,300 +4%
SAM
165
Silvercrest Asset Management
New York
$11.4M +$64.7K +2,160 +0.5%
CWM
166
Cranbrook Wealth Management
Michigan
$11.3M -$573K -19,140 -4%
NAS
167
Nicolet Advisory Services
Wisconsin
$11.3M -$412K -13,752 -3%
SFG
168
SNS Financial Group
Minnesota
$11.1M -$2.03M -67,782 -14%
SF
169
Synovus Financial
Georgia
$11M +$8.91M +297,612 +242%
SPIA
170
Steward Partners Investment Advisory
New York
$10.4M -$349K -11,646 -3%
CFGS
171
Concourse Financial Group Securities
Alabama
$10.3M -$211K -7,044 -2%
Comerica Bank
172
Comerica Bank
Texas
$10.3M +$669K +22,344 +7%
GG
173
Gleason Group
Kentucky
$10.2M -$295K -9,864 -2%
VR
174
Viridian RIA
Washington
$10M -$491K -16,398 -4%
MBTD
175
Mechanics Bank - Trust Department
California
$9.88M -$106K -3,540 -0.9%

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.